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Showing 8171 - 8180 of 18273 results for "Plan"

Retirement income sector keeps pace with population changes

ALEX BURKE  |  MONDAY, 27 APR 2015
Total assets held in the retirement income sector are projected to reach $1 trillion by 2024, according to research by DEXX&R. In line with the Intergenerational Report's estimate that the proportion of Australians aged 65 and over will double in the ...

PROFILE: Findex chief executive Spiro Paule

DARREN SNYDER  |  MONDAY, 27 APR 2015
... up other than the idea." That idea was to create an integrated index of financial services for all kinds of companies. The plan was to merge the business with accountants and a legal solicitor and create a one-stop financial services business. "It was ...

Better to own or to rent investments?

JOHN DYALL  |  MONDAY, 27 APR 2015
The latest fixed income market outlook from BlackRock's Rick Rieder poses the interesting question of whether there are some assets in a portfolio which are there for the long term and others which have a place for a short time, depending on opportunities ...

Lonsec launches modelling tool

MARK SMITH  |  FRIDAY, 24 APR 2015
Lonsec Research has launched a new tool to help advisers model goals and outcomes for individual clients. The 'Goals-Based Analysis (GBA) tool', is backed by actuarial research and allows financial advisers to analyse different investment strategies ...

Managed Account Holdings to invest in advisory firms

DARREN SNYDER  |  FRIDAY, 24 APR 2015
Managed Account Holdings recently announced it will be investing into financial advisory firms with a $5 million expansion capital proposal to wholly owned subsidiary Planner Holdings Limited (PHL). The current proposal suggests PHL will hold up to ...

AFA calls for adviser leadership

ALEX BURKE  |  FRIDAY, 24 APR 2015
Association of Financial Advisers chief executive Brad Fox has said that advisers and licensees should take leadership roles in "pre-empting" life insurance reforms. Signalling the controversial Trowbridge Report as being the catalyst for self-directed ...

Report confirms failed CBA compensation

LAURA MILLAN  |  THURSDAY, 23 APR 2015
... with the advice provided. In other cases, clients were contacted with a letter headed "It's time to review your financial plan," with no reference to any issues with the advice provided or any investigations relating to the adviser. The forensics firm ...

Advance AM head of strategy steps down

ALEX BURKE  |  THURSDAY, 23 APR 2015
... occurs?'" "I said to him, 'Sir, construction is easy. Destruction is easy. Reconstruction is the hard part, so you have to plan so that when you construct you don't have to reconstruct later and upset the balance of the entire region.' He hired me on ...

REI Super launches live video advice

LAURA MILLAN  |  THURSDAY, 23 APR 2015
REI Super has launched a live video advice service for its members, who are mostly employees of the property and real estate industry. The service means that REI Super can provide advice in person, over the phone and now via live video. "We're a small ...

Bennelong partners 4 Corners to offer infrastructure

DARREN SNYDER  |  WEDNESDAY, 22 APR 2015
Bennelong Funds Management recently announced it will partner a global infrastructure investment manager with the mandate to invest in listed infrastructure companies from around the world. The partnership with 4 Corners Infrastructure, Bennelong's ...