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Showing 8071 - 8080 of 18273 results for "Plan"

Banned for taking $4m from SMSFs

LAURA MILLAN  |  MONDAY, 1 JUN 2015
A Gold Coast businessman has been banned from the financial services industry for taking $4 million from self-managed super fund (SMSF) investors to fund his own real estate investments. The Federal Court in Brisbane banned Craig Gore permanently and ...

MAX Awards to showcase innovation in financial services sales and marketing

STAFF WRITER  |  FRIDAY, 29 MAY 2015
From Marketer of the Year to Innovation of the Year and best Digital Marketing Campaign, next week's Financial Standard MAX Forum and Awards promises to be an Oscar night celebrating outstanding work in financial services sales and marketing. Highly-acclaimed ...

Asteron discusses alternative commission structure

DARREN SNYDER  |  FRIDAY, 29 MAY 2015
The latest in a gamut of life insurers to adopt, or at least consider, hybrid commission structures comes from Suncorp-owned Asteron Life. Following recent announcements by Centrepoint Alliance, AMP, Fortnum, Findex and Centric Wealth, Asteron Life ...

Infocus looking to expand advice services

DARREN SNYDER  |  FRIDAY, 29 MAY 2015
Infocus Wealth Management says it is in discussion with organisations and employer groups to further its outsourced financial advice services nationally. The announcement comes on top of Infocus now providing its financial advice services to industry ...

ASIC planner deadline looms

ALEX BURKE  |  FRIDAY, 29 MAY 2015
The deadline for applications to ASIC's financial advisers register is tomorrow. As reported in Financial Standard, planners are required to be registered (by their licensees) in ASIC's database by May 30, although late appointments will be accepted. ...

CBA compensation payments total $79,702 so far

LAURA MILLAN  |  FRIDAY, 29 MAY 2015
The Commonwealth Bank (CBA) Open Advice Review program has paid $79,702 to five clients who received bad advice from the bank's financial planners, while most clients are still reviewing the compensation proposal. Independent expert for the compensation ...

The recesssion we longed to have

BENJAMIN ONG  |  FRIDAY, 29 MAY 2015
There was weeping and gnashing of teeth following the release of the latest Australian capex data for it was bad. It's bad, it's bad that we get to see the "R" word back in print. "Capex: Business investment plans at 'recessionary' levels" (abc.net) ...

Barrett firm acquires Pride Advice

ALEX BURKE  |  THURSDAY, 28 MAY 2015
... buying firms "as a means to an end." "We're not buying firms from people who are retiring. We're not a last-minute succession plan for anyone. We are buying firms that are not for sale," he said. "We want firms that are still growing, which have proprietors ...

FoFA among top 20 global regulatory nightmares

LAURA MILLAN  |  THURSDAY, 28 MAY 2015
The Future of Financial Advice (FoFA) reform is one of the 20 most challenging pieces of regulation globally, according to a survey of 600 compliance professionals across the world. The 'Cost of compliance 2015' report by Thomson Reuters asked compliance ...

Who's scared of Grexit or lift-off?

BENJAMIN ONG  |  THURSDAY, 28 MAY 2015
It's the Fed one day, Grexit the next. It's a deal! Yes Virginia, this morning's headlines were full of it -- stories that a deal had been struck between Athens and Brussels. Never mind the after-reports that European Commission Vice President Valdis ...