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Showing 8161 - 8170 of 18273 results for "Plan"

Frydenberg to decide on advice standards in June

LAURA MILLAN  |  THURSDAY, 30 APR 2015
Assistant Treasurer Josh Frydenberg is expected to release a final document outlining the measures to improve professional standards for financial advisers at the end of June. The Association of Financial Advisers (AFA) chief operating officer Phil ...

Superannuation trustees under the spotlight: APRA

DARREN SNYDER  |  THURSDAY, 30 APR 2015
Some of the trustees of APRA regulated super funds lack understanding of their fund's investment strategy and underlying investments, according to Australian Prudential Regulation Authority (APRA) member Helen Rowell. Speaking at a recent banking and ...

TIAA-CREF acquires TH Real Estate

ALEX BURKE  |  WEDNESDAY, 29 APR 2015
... under management; investments are located in Europe, Asia and the US. "This investment is an exciting step in our long-term plan to expand our asset management business," said TIAA-CREF executive vice president and president of asset management Robert ...

Adviser reputation hits all-time low

LAURA MILLAN  |  WEDNESDAY, 29 APR 2015
The public image of the financial advice profession is at a historic low, according to the latest Roy Morgan Image of Professions Survey 2015. When asked to rate financial advisers for their honesty and ethical standards, respondents gave advisers a ...

Cloud-based research platform launched

DARREN SNYDER  |  WEDNESDAY, 29 APR 2015
A cloud-based platform aiming to provide a single space for buy-side firms to manage their research while delivering them content from research providers was launched recently. In a format similar to popular online music platforms, Seed Alpha is reported ...

Advisers Register hits 22k

DARREN SNYDER  |  WEDNESDAY, 29 APR 2015
Within a month of being launched the Financial Advisers Register has added about 3,000 advisers to its list, now providing consumers with an ability to search more than 22,000 in the industry. Australian Securities and Investments Commission (ASIC) ...

Industry meets behind closed doors to fix advice

LAURA MILLAN  |  WEDNESDAY, 29 APR 2015
Assistant Treasurer Josh Frydenberg and over 20 industry and consumer bodies met on April 29th to reach a consensus on lifting professional, ethical and education standards for financial advisers. The roundtable is the first of three and will focus ...

A$ at 80c

BENJAMIN ONG  |  WEDNESDAY, 29 APR 2015
... Street Journal' (WSJ) "China's central bank is readying its most aggressive easing tool since it launched a massive stimulus plan in 2008 to counter the global financial crisis, in a bid to help one of the government's most important economic-rescue ...

FEATURE: Where next for risk advice?

ALEX BURKE  |  TUESDAY, 28 APR 2015
Assistant Treasurer Josh Frydenberg says the clock is ticking for the industry to implement the recommendations in the Trowbridge report. Alex Burke investigates what that might mean for risk advice. "It is up to the industry now to restore public confidence ...

EQT sets up WA estate planning service

LAURA MILLAN  |  MONDAY, 27 APR 2015
Equity Trustees (EQT) has set up an estate planning service in Western Australia and has appointed a Perth-based estate planning solicitor. Stephanie Smith is the first member of the EQT estate planning team in WA, but the organisation is looking to ...