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Showing 8561 - 8570 of 18276 results for "Plan"

AFA questions ASIC life report

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
AFA chief executive Brad Fox raised concerns over the methodology of Australian Securities and Investments Commission's (ASIC) report on life insurance advice that was released last week. He told the media that there were questions over the methology ...

New tech can't beat face-to-face advice meetings

MARK SMITH  |  TUESDAY, 14 OCT 2014
Despite the emergence of new technologies such as Skype and social media, more than eight of 10 consumers still prefer an old-fashioned face-to-face meeting with their financial adviser. That's according to new research from State Super Financial Services ...

BT launches 'ground-breaking' advice register

JAMES FERNYHOUGH  |  TUESDAY, 14 OCT 2014
BT Financial Group has launched an online advice register listing every adviser on its network, and providing details of their qualifications, customer ratings and feedback. Dubbed 'Adviser View' and described by BT's general manager of advice Mark ...

Kate McCallum wins AFA Female Excellence in Advice Award

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
The Association of Financial Advisers (AFA) has awarded the Female Excellence in Advice Award to Multiforte Financial Services adviser Kate McCallum. The award, in partnership with TAL, seeks to focus attention on financial advice as an excellent career ...

Un-taper re-reflate

BENJAMIN ONG  |  TUESDAY, 14 OCT 2014
... I and Irene to play with. This month, the last remaining manna from the Fed would be no more - if things go according to plan. However, if financial markets continue to go into reverse, let alone head for a crash -- October being October - before the ...

Matrix shareholders approve ClearView acquisition

MARK SMITH  |  MONDAY, 13 OCT 2014
ClearView Wealth has received 100% approval from Matrix shareholders for its acquisition of the planning group. All conditions of the offer had been met or waived and the offer closes successfully today. ClearView managing director Simon Swanson said ...

Senior van Eyk executive joins independent advice firm

MARK SMITH  |  MONDAY, 13 OCT 2014
Senior financial services executive Anthony Vaiente has left struggling asset consultancy firm van Eyk to join independently-owned advice firm Fitzpatricks Financial Group in the role of head of business growth. Vaiente joined van Eyk as manager of ...

CBA receives 4200 requests for advice review

JAMES FERNYHOUGH  |  MONDAY, 13 OCT 2014
Approximately 4,200 customers of Commonwealth Financial Planning (CFP) and Financial Wisdom have applied to have advice they received reviewed by the Commonwealth Bank's (CBA's) Open Advice Review program. This figure represents around 1% of customers ...

Countplus CEO to depart

JAMES FERNYHOUGH  |  MONDAY, 13 OCT 2014
... financial officer for up to 12 months to assist in the transition to a new CEO and to complete work on the new direct equity plan previously announced. Countplus chairman Barry Lambert said, "Michael has been a director of Countplus since its foundation ...

US private sector super coverage just 50pct

ALEX DUNNIN  |  MONDAY, 13 OCT 2014
Retirement savings plan coverage for US private sector workers is still stuck on about 50%, reveals updated analysis from the Investment Company Institute (ICI). In the study 'Who Gets Retirement Plans and Why, 2013' the ICI found that most workers ...