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Showing 8151 - 8160 of 18273 results for "Plan"

Virgin and Mercer announce super partnership

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
Virgin Money Australia has announced the next step in the development of its superannuation fund. After appointing Greg Boyle as the company's chief executive last month, the company has entered a long-term partnership with Mercer. The partnership will ...

Market Wrap AM

AAP  |  TUESDAY, 5 MAY 2015
... after the S&P 500 added 1.09 per cent on Friday. Dow member McDonald's dropped 1.7 per cent after unveiling a turnaround plan that reorganises its international businesses and sells off more company-owned restaurants to franchisees. Analysts said a turnaround ...

Advice industry faces insurance quandary

ALEX BURKE  |  MONDAY, 4 MAY 2015
The advice industry is divided over how to fund an insurance scheme to compensate clients who receive bad advice. A rise in professional indemnity premiums is only compounding the problem. Senators Nick Xenophon and Sam Dastyari proposed a statutory ...

CFS reveals retirement income strategy

LAURA MILLAN  |  MONDAY, 4 MAY 2015
Colonial First State (CFS) will make annuities available through its First Choice and First Wrap platforms later this year as part of a broader strategy to allow advisers to build retirement portfolios for clients. CFS general manager of retirement ...

Advisers need to educate

ALEX BURKE  |  FRIDAY, 1 MAY 2015
Speaking at the XY Adviser Event in Sydney, Association of Financial Advisers 2014 adviser of the year Eleanor Dartnall explained that client education leads to client retention. Describing her "epiphany" that led her from "managing" clients to "actually ...

ASIC delays super portfolio disclosure again

STAFF WRITER  |  FRIDAY, 1 MAY 2015
The start date for portfolio holdings disclosure reporting and choice product dashboard requirements has been delayed until 1 July 2016, the Australian Securities and Investments Commission (ASIC) said. The requirements were due to start on 1 July 2015 ...

Fee-only risk advice doable, research shows

LAURA MILLAN  |  FRIDAY, 1 MAY 2015
... businesses who successfully charge fees for insurance advice, both when it's provided as part of a comprehensive financial plan, and when it's provided as standalone advice. "Charging for insurance advice is certainly one of the most complex areas of ...

Young investors happier with advisers

DARREN SNYDER  |  FRIDAY, 1 MAY 2015
Younger investors' perception of financial advisers is generally positive and improving, according to a recent survey commissioned by Lifeplan. The April survey of 409 investors showed under-30s now sit second to over-60s in terms of adviser satisfaction ...

Wealthsure to cancel AFS licence

LAURA MILLAN  |  FRIDAY, 1 MAY 2015
... December 2011 and has now issued a second EU for WPL and WFS. WFS will now be required to continue implementing its remediation plan, which will continue to be overseen by an independent expert, Deloitte, and regular reporting will be made to ASIC until ...

ASIC bans incompetent adviser

MARK SMITH  |  THURSDAY, 30 APR 2015
ASIC has banned a Sydney-based adviser for three years for failing to keep records. The regulator said Lionsgate Financial Group adviser Atish Prasa, from Westmead, was not adequately trained or competent to provide a financial service. He also broke ...