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Showing 8241 - 8250 of 18275 results for "Plan"

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 ...

Out with the old in with the newer

BENJAMIN ONG  |  THURSDAY, 26 MAR 2015
Uh-oh, what's the matter this time? The US Department of Commerce released bad US economic news overnight and Wall Street's down? What happened to the "bad news is good" mantra? Certainly the Fed's got its eyes on the latest update on what is considered ...

Degrees don't ensure good financial advice

ALEX BURKE  |  WEDNESDAY, 25 MAR 2015
The FSI recommendation for advisers to hold a "relevant tertiary degree" in order to raise minimum competency standards will not ensure good advice and may drive established advisers out of the system, according to Australian Institute of Company Directors ...

Vertically-integrated advice model can work

ALEX BURKE  |  WEDNESDAY, 25 MAR 2015
Despite recent controversies, vertical integration can work if implemented properly, according to Australian Bankers' Association chief executive Steven MA1/4nchenberg. Speaking at the ASIC Annual Forum, MA1/4nchenberg said that conflicts were inherent ...

DeVere helped US press expose investment fraud

ALEX BURKE  |  WEDNESDAY, 25 MAR 2015
Global adviser group deVere provided evidence of what a spokesperson described as "one of the largest financial scams in history" to a US-based investigative news service. DeVere, which has recently been expanding its Australian operations, worked with ...

ASX: The people's platform

STAFF WRITER  |  WEDNESDAY, 25 MAR 2015
The ASX's drive into wealth management has been so successful it is now in effect Australia's seventh largest wealth management platform. Research by Rainmaker released earlier this year revealed that the combined funds under administration (FUA) in ...

EQT appoints funds management GM

LAURA MILLAN  |  TUESDAY, 24 MAR 2015
Equity Trustees (EQT) has appointed a general manager for its funds management business, which includes SG Hiscock, LaSalle and Dundas. Eliza Weaving will be reporting to EQT executive general manager of corporate trustee services Harvey Kalman. Weaving ...

Life cover shifting to younger, lower-income households

ALEX BURKE  |  TUESDAY, 24 MAR 2015
Appetite for life insurance is growing in younger, lower-income households and dropping in older, more affluent demographic groups. This is the conclusion of TAL's 2015 Australian Financial Protection Index, based on an online survey of 1,266 Australians ...

Client satisfaction up despite bad press

MARK SMITH  |  TUESDAY, 24 MAR 2015
Bad press, a tough business environment and rising compliance costs have had little impact on the positive experiences customers of the country's leading advice firms have had over the last 12 months, according to a new comprehensive research report. ...