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Showing 8051 - 8060 of 18273 results for "Plan"

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
The best and brightest financial services marketing, advertising and sales professionals were recognised at the MAX Awards in Sydney last night. At a gala dinner at the conclusion of the MAX Forum at Doltone House, professionals from the superannuation ...

CPA sets up independent advice license

LAURA MILLAN  |  FRIDAY, 5 JUN 2015
CPA Australia has set up CPA Australia Advice, an independent financial planning licensee that aims to become "a new benchmark for professional and ethical conduct." The business is expected to be fully operational in 2016 and is owned by the accounting ...

Less than a fifth of SMSFs under advice

ALEX BURKE  |  FRIDAY, 5 JUN 2015
According to AMP Capital research, just 17% of self-managed super fund trustees use a financial adviser. Based on a survey of nearly 1000 AMP and AMP Capital SMSF trustees, the research also shows that more than half of respondents established SMSFs ...

Employee share scheme reforms to boost start-ups

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
Changes to the tax laws for employee share schemes should boost start-ups. The changes which are expected to be passed shortly, even though they are still being debated in parliament, are widely regarded as a good compromise between the previous Act ...

Climate change to impact returns: Mercer

LAURA MILLAN  |  FRIDAY, 5 JUN 2015

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
Financial services professionals must embrace robo advice rather than fear it, according to industry research veteran Maggie Callinan. In her presentation at the recent MAX Forum in Sydney, former senior manager of investment research at Perpetual Private ...

IRESS acquires boutique firm

LAURA MILLAN  |  THURSDAY, 4 JUN 2015
IRESS will embed relevant content for financial advisers and their clients to its wealth management solutions after acquiring a personal finance content provider. Innergi is an Australian-based business that enables financial advice practices and superannuation ...

AustralianSuper backs CFA Code

DARREN SNYDER  |  THURSDAY, 4 JUN 2015
AustralianSuper believes the Chartered Financial Analyst (CFA) Asset Manager Code of Professional Conduct underpins the minimum standards within the super fund's investment agreements. As the discussion continues about lifting the professional, ethical ...

TAL Risk Academy receiving "record" applications

ALEX BURKE  |  THURSDAY, 4 JUN 2015
TAL's ongoing education initiative, the Risk Academy, is receiving high volumes of adviser applications. The Risk Academy offers three courses, accredited by the Association of Financial Advisers (AFA): Essential, Advice and Masters. Collectively, they ...

Marketing could double financial services revenue

ALEX BURKE  |  THURSDAY, 4 JUN 2015
Financial services companies with integrated sales and marketing teams can nearly double their chances of growing revenue, according to Peter Strohkorb Consulting International chief executive Peter Strohkorb. Speaking at the Financial Standard Marketing ...