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Showing 8291 - 8300 of 18276 results for "Plan"

Employers must do more to promote ethical culture

MARK SMITH  |  THURSDAY, 5 MAR 2015
Legislation will not be enough to promote an ethical financial services industry which engenders trust, according to CFA Institute. CFA Society president Anthony Serhan said while reforms such as Future of Financial Advice (FoFA) have improved transparency ...

US fiduciary reforms will rock pension funds

ALEX DUNNIN  |  THURSDAY, 5 MAR 2015
US financial advice experts are again warning that proposed requirements to introduce fiduciary obligations on people and entities providing advice will rock the retirement fund sector. The proposal for a fiduciary advice standard is being pushed by ...

XPLAN is top-rated financial planning software

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 4 MAR 2015
IRESS' XPLAN has been rated Australia's best financial planning software in Investment Trends' 2014 Planning Software Benchmarking Report. After XPLAN, the next highest-rated planning applications were Rubik Coin and AdviserNETgain. The report also ...

AMP Capital steps into Japanese infra market

LAURA MILLAN  |  TUESDAY, 3 MAR 2015
AMP Capital is set to become an investment adviser to GII, a Japanese company that invests in renewable energy assets. AMP Capital will assist GII to acquire high quality assets as well as provide ongoing advice. GII's first acquisition will be operating ...

BetaShares funds now available on AMP platforms

ALEX BURKE  |  TUESDAY, 3 MAR 2015
... exposure and can be used individually or collectively to build a diverse investment portfolio that helps clients to effectively plan for retirement. Some of the funds also contain elements of strategies that otherwise often come with a higher price tag ...

Advisers scramble to gather ASIC register data

LAURA MILLAN  |  MONDAY, 2 MAR 2015
Financial advisers and dealer groups are in "a scramble to be ready" for the March 31 deadline to submit information to the public register of financial advisers, Veda head of wealth Mark Hoven said. Hoven told Financial Standard that advisers and licensees ...

Accounting businesses drag Countplus profit

LAURA MILLAN  |  FRIDAY, 27 FEB 2015
... to facilitate growth, particularly at key hurdles," he added. The announcement follows a recently-launched direct equity plan for existing Countplus subsidiaries where principals and senior employees are able to acquire direct equity in their businesses. ...

Equity Trustees boosts profit

ALEX GAMBOTTO-BURKE  |  FRIDAY, 27 FEB 2015
... performance." "The acquisition of ANZ Trustees is an exciting event for EQT. The integration is well under way and proceeding to plan," EQT managing director Robin Burns continued. "We are confident that the objectives we set out as our goals at the ...

Tme to get fiscal

BENJAMIN ONG  |  FRIDAY, 27 FEB 2015
"If I listened long enough to you I'd find a way to believe that it's all true..." - Tim Hardin Data releases over the past few weeks have vindicated the "crisis" duo of Australian Prime Minister Tony Abbott and his cigar-smoking Treasurer Joe Hockey. ...

Equip Super partners with SuperFriend

STAFF WRITER  |  THURSDAY, 26 FEB 2015
... "For members entering retirement, being prepared extends to more than simply being well-funded and having a good financial plan," he added. "We can tap into SuperFriend's resources to talk more holistically to members about retirement, including the ...