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Showing 8231 - 8240 of 18273 results for "Plan"

HLB Mann Judd appoints director

DARREN SNYDER  |  MONDAY, 30 MAR 2015
An internal promotion has seen HLB Mann Judd Sydney appoint Kate Blecich as a director in Sydney's business advisory division. Blecich joined the firm of accountants and business advisers in 2011 as business performance improvement manager. She has ...

Moneytech launches $25m corporate bond issue

LAURA MILLAN  |  FRIDAY, 27 MAR 2015
Moneytech Finance launched a $25 million unrated bond issue available to private investors, self-managed super funds (SMSFs) and financial planners. The seven year, subordinated floating rate notes have a minimum initial investment of $50,000 at issue ...

Treasury starts consultation for higher advice standards

STAFF WRITER  |  FRIDAY, 27 MAR 2015
... professional standards of financial advisers. "Financial advisers play a very important role in Australia, helping consumers to plan for their retirement, and to manage the financial risks and opportunities of life," Assistant Treasurer Josh Frydenberg ...

Industry, government respond to Trowbridge report

ALEX BURKE  |  FRIDAY, 27 MAR 2015
The government and industry bodies have responded to the recommendations in John Trowbridge's Review of Retail Life Insurance Advice. The Treasury was broadly supportive, with Assistant Treasurer Josh Frydenberg commenting that the report "makes a significant ...

AFA can't give Trowbridge report "complete support"

ALEX BURKE  |  FRIDAY, 27 MAR 2015
The Trowbridge report's recommendations will likely increase the cost of life insurance for Australians, the Association of Financial Advisers (AFA) cautioned. Specifically, AFA chief executive Brad Fox noted that because the Initial Advice Payment ...

Market Wrap AM

AAP  |  FRIDAY, 27 MAR 2015
The Australian market looks set to open flat after a fluctuating night on Wall Street where a rebound in tech stocks offset a transport industry, including airlines, slump. At 0800 AEDT on Friday, the June share price index futures contract was unchanged ...

Adviser Ratings revamps website in prep for FAR launch

ALEX BURKE  |  THURSDAY, 26 MAR 2015
Consumer-based adviser "review" service Adviser Ratings has updated its website to accommodate ASIC's first adviser register (FAR), launching at the end of March. The website, which currently has a database of 18,000 advisers, now provides users with ...

Trowbridge releases final report

ALEX BURKE  |  THURSDAY, 26 MAR 2015
The final version of the Trowbridge Review on Retail Life Insurance Advice has been released. Initiated by the Financial Services Council (FSC) and the Association of Financial Advisers (AFA), it was designed as an independent review following the Australian ...

US schools should teach finlit

ALEX DUNNIN  |  THURSDAY, 26 MAR 2015
... nevertheless said "there needs to be complementary general outreach by states, the federal government, employers and retirement plan providers to educate the American public about their savings, including on issues such as compounding interest, finding ...

Market Wrap AM

AAP  |  THURSDAY, 26 MAR 2015
The Australian market looks set to open lower after Wall Street fell sharply as a selloff in semiconductors, fed by a downgrade on suppliers, spread to the broader market. At 0805 AEDT on Thursday, the June share price index futures contract was down ...