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Showing 8591 - 8600 of 18276 results for "Plan"

Market wrap

AAP  |  FRIDAY, 3 OCT 2014
The Australian stock market is slightly lower, following a mixed lead from overseas. European markets finished sharply lower overnight, with Germany's DAX 30 down two per cent amid disappointment with the European Central Bank's latest stimulus plans. ...

ANZ Wealth research manager departs

MARK SMITH  |  FRIDAY, 3 OCT 2014
ANZ Wealth research manager Jason Coggins has left the company after serving just over three and a half years. Coggins was responsible for the delivery of research services across ANZ Wealth and its aligned advice businesses; RI Advice, FSP, millenium3 ...

Market Wrap AM

AAP  |  FRIDAY, 3 OCT 2014
The Australian market looks set to open lower after an almost flat end to trading in on Wall Street and a fall in metals prices. At 0651 AEST on Friday, the September share price index futures contract was down 21 points at 5,262. The stock market in ...

Innovation to drive 2014 AFA Conference

MARK SMITH  |  THURSDAY, 2 OCT 2014
The upcoming Association of Financial Advisers (AFA) National Conference is looking into the industry's post-FoFA future and focusing this year's event on the theme of innovation. With the regulatory environment all but finalised, the tagline for the ...

Poor advice forces changes to SMSF practice

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
A self-managed super fund (SMSF) advice business has been forced to improve its advice processes over concerns that it was providing poor advice to clients. Melbourne-based Interprac Financial Planning agreed to address concerns from the Australian ...

Coalition secures PUP support on FoFA vote

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
The Coalition defeated a Labor motion to disallow the changes to the Future of Financial Advice (FoFA) legislation after it secured the support from Palmer United Party (PUP) and other crossbench Senators. Labor Senator Sam Dastiary's attempt to disallow ...

Van Eyk finds buyer for NZ business

LAURA MILLAN  |  WEDNESDAY, 1 OCT 2014
A New Zealand-based independent financial advice firm is completing the final steps to acquire van Eyk's New Zealand business. Sources from van Eyk's administrator Moore Stephens confirmed to Financial Standard that advice firm Saturn Portfolio was ...

ASIC suspends advice firm for three months

LAURA MILLAN  |  WEDNESDAY, 1 OCT 2014
The Australian Securities and Investments Commission (ASIC) has suspended a boutique financial planning practice for three months after it failed to comply with its compliance obligations. Protect Ensure, with offices in Brisbane and Sydney, has had ...

Lifeplan appoints national BDM

STAFF WRITER  |  WEDNESDAY, 1 OCT 2014
Lifeplan Funds Management has appointed Greg Bird to the newly created role of national business development manager. The position was created in response to increased demand from financial advisers for investment bonds. Bird was most recently business ...

Northstar joins Chan & Naylor joint venture partnership

MARK SMITH  |  WEDNESDAY, 1 OCT 2014
Sydney-based accounting firm Northstar has become the latest to joint venture partner of national accounting and advice firm Chan & Naylor. The deal will see Chan & Naylor take an equity share in the company in return for driving mutual growth. Northstar ...