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Showing 8001 - 8010 of 18273 results for "Plan"

Industry moves away from upfront commissions

LAURA MILLAN  |  THURSDAY, 25 JUN 2015
Australia's life insurance advisers and providers have reached an agreement to transition from high upfront commissions to alternative remuneration models. The Association of Financial Advisers (AFA), the Financial Planning Association (FPA) and the ...

High-risk pursuits may undermine super funds' solvency

DARREN SNYDER  |  THURSDAY, 25 JUN 2015

FPA pushes for three-year opt-ins

ALEX BURKE  |  WEDNESDAY, 24 JUN 2015
The Financial Planning Association is pushing for member clients to receive three-year opt-in notices rather than the two-year arrangement proposed in the Future of Financial Advice reforms. Speaking to Financial Standard, FPA chief executive Mark Rantall ...

Rubik appoints general manager from IOOF

MARK SMITH  |  WEDNESDAY, 24 JUN 2015
Financial services software company Rubik has appointed a general manager - sales and relationship from IOOF. Marc Hraiki will be responsible for directing the sales team, driving new business relationships with institutional and dealer group clients ...

PwC to review IOOF advice research division

LAURA MILLAN  |  WEDNESDAY, 24 JUN 2015
IOOF has commissioned PwC to conduct a review of its advice research division following media reports of misconduct such as insider trading and front running. Group head of research and portfolio construction Matthew Drennan "is currently reviewing ...

Former FPA chair to leave Hood Sweeney

STAFF WRITER  |  WEDNESDAY, 24 JUN 2015
... clients as well as the firm." Rowe said he had achieved what he set out to achieve in the role, and given the succession plan in place, he felt the timing was right to consider the next stage of his career. Rowe joined Hood Sweeney in 2002 as a partner ...

Labor now opposes advice Royal Commission

LAURA MILLAN  |  WEDNESDAY, 24 JUN 2015
Labor and the Coalition are opposing renewed calls from Greens senators for a Royal Commission into financial advice and financial institutions. Greens Senator Peter Whish-Wilson filed a notice of motion on Tuesday calling on the government "to establish ...

Equipsuper members anxious about retirement

DARREN SNYDER  |  WEDNESDAY, 24 JUN 2015
Research recently commissioned by Equipsuper shows why education and advice are vital components to any superannuation fund as members become more anxious about their retirement. Equipsuper's 2015 annual member survey, conducted by CoreData, suggests ...

Standard Life chief to resign

ALEX BURKE  |  TUESDAY, 23 JUN 2015
Standard Life chief executive David Nish has announced he will step down on August 5 after six years in the position. In his place, following what Standard Life's statement described as a "rigorous succession planning process," Standard Life Investments ...

Asset allocation is over, investors chase returns

LAURA MILLAN  |  TUESDAY, 23 JUN 2015
Institutional investors' traditional emphasis on asset allocation has given way to a focus on returns, which has led to the "bondification" of equities, a global report found. The 2015 CREATE-Research report commissioned by Principal Global Investors ...