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Showing 8601 - 8610 of 18276 results for "Plan"

Former van Eyk asset consultants to launch new business

MARK SMITH  |  WEDNESDAY, 1 OCT 2014
Former van Eyk asset consulting team Jonathan Ramsay, Jonathan Tolub and Fil Andronaco are on track to launch a new portfolio construction advice company later this month. The three men resigned from the troubled financial services research company ...

AAP adds five boutique firms in a month

LAURA MILLAN  |  MONDAY, 29 SEP 2014
Centrepoint-owned Associated Advisory Practices (AAP) has seen five boutique licensees join in August, and an increase in inquiries from advisers looking to move away from institutions. AAP now services more than 200 licensees with about 900 authorised ...

Coalition Senators head-to-head over FoFA

LAURA MILLAN  |  FRIDAY, 26 SEP 2014
The government's reforms to the Future of Financial Advice (FoFA) could be disallowed by Nationals' Senator John Williams after he staged a parliamentary confrontation against Finance Minister and Liberal Senator Mathias Cormann. The Senate Standing ...

Family offices returned 9% in 2013

MARK SMITH  |  FRIDAY, 26 SEP 2014
The average family office has total assets of $890 million and achieved a return of 9% in 2013, the largest ever survey of the sector reveals. More than 200 family office principles from over 40 countries completed Campden Wealth Research's survey ...

Someone mentioned the "S-word" on Wall Street

BENJAMIN ONG  |  FRIDAY, 26 SEP 2014

FSC advice regulation plan leaves AMP cold

LAURA MILLAN  |  THURSDAY, 25 SEP 2014
The Financial Services Council (FSC)'s recently proposed advice regulation plan lacks the support of one of its biggest members. AMP has said it does not believe in a regulatory solution to restore consumer confidence and trust in financial advice ...

HESTA appoints general manager of member advice

LAURA MILLAN  |  THURSDAY, 25 SEP 2014
HESTA has appointed a general manager of member advice to coordinate its team of superannuation financial planners that provide one-on-one personal advice to members. Tracee Mulvihill started in the role on July and is general manager along with Megan ...

Hockey accuses Labor of making "a mess" of FoFA

LAURA MILLAN  |  THURSDAY, 25 SEP 2014
Treasurer Joe Hockey has lambasted the Labor party for "complaining about its own laws" and making "such a mess of the entire crisis of financial advice." Hockey accused Shadow Treasurer Chris Bowen of being "too busy in engaging with unfair dismissal ...

Ratings downgrade to trigger hybrid sell-off

MARK SMITH  |  THURSDAY, 25 SEP 2014
An impending Standard & Poor's downgrade of bank hybrids will drive the value of these investments, which have already seen recent falls, even lower, according to fixed income specialists FIIG Securities. The ratings agency said it will downgrade the ...

FPA rejects FSC adviser regulation plans

ALICE URIBE, LAURA MILLAN  |  WEDNESDAY, 24 SEP 2014
The Financial Planning Association (FPA) has rejected the Financial Services Council's (FSC) proposal to establish a statutory, independent board to oversee advice, saying that there was no need for further regulation, with the mooted board simply "reinventing ...