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Showing 8381 - 8390 of 18276 results for "Plan"

AdviserLogic launches licensee-to-adviser tech tool

STAFF WRITER  |  WEDNESDAY, 21 JAN 2015
Software provider AdviserLogic has launched a tool to connect licensees and advisers more efficiently. The new services include a Licensee Console that allows advisers to create content, update it and automatically make it available to their planners' ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
New research from Rainmaker reveals that managed accounts are not only enabling advisers to improve their clients' investment outcomes as well as boost their own business' worth, they are enabling new investment managers to enter the market. The research ...

Macquarie Group upgrades profit forecast for FY15

ALEX BURKE  |  TUESDAY, 20 JAN 2015
Macquarie Group has confirmed it expects profits to rise by 10-20% above the $1.27 billion originally announced for the year to March 2014. Cited reasons for this include the 6.5% Australian dollar depreciation since October, sales and trading volatility ...

Praemium platform passes $3bn milestone

STAFF WRITER  |  TUESDAY, 20 JAN 2015
Praemium's global funds on platform reached $3.1 billion as at 31 December 2014 following a quarter of record inflows to the company's Australian and international separately managed account (SMA) platforms. Gross inflows for the December 2014 quarter ...

ASIC national exam proposal lacks evidence: CMCRC

ALEX BURKE  |  TUESDAY, 20 JAN 2015
ASIC chair Greg Medcraft's call for a national adviser examination is flawed, according to Capital Markets Cooperative Research Centre (CMCRC) chief executive Michael Aitken. While recognising Medcraft's good intentions, Professor Aitken argued that ...

AFA GenXt roadshow connects knowledge and performance

MARK SMITH  |  MONDAY, 19 JAN 2015
The Association of Financial Advisers (AFA) will focus on education and knowledge as a means to drive business and client performance at this year's GenXt National Roadshow. More than 1,500 people are expected to attend the roadshows that are taking ...

Industry waiting on Frydenberg for adviser education guidance

LAURA MILLAN  |  MONDAY, 19 JAN 2015
The financial services industry is waiting on newly-appointed Assistant Treasurer Josh Frydenberg to make public the government's position on the Senate inquiry into adviser education standards. Financial Planning Association (FPA) general manager of ...

Investment Trends releases 2014 platform report

ALEX BURKE  |  MONDAY, 19 JAN 2015
Investment Trends has released its 2014 platform report, which compares 466 "key characteristics" of 12 major investment platforms. Originally made available to Investment Trends clients in December, the report highlights increasing regulatory compliance ...

FPA sets sights on lifting professional standards

MARK SMITH  |  FRIDAY, 16 JAN 2015
... Performance of ASIC and most recently the PJC Inquiry have widely supported the measures we called for in the FPA 10 Point Plan. "While advice practices and education standards remain low, inconsistent and patchy, there will always be inconsistencies ...

AFA announces record enrolments for new curriculum

ALEX BURKE  |  THURSDAY, 15 JAN 2015
The Association of Financial Advisers (AFA) has announced record numbers of advisers applying for its masters-level Fellow Chartered Financial Practitioner (FChFP) designation. According to AFA chief executive Brad Fox, the FChFP curriculum has been ...