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Showing 8651 - 8660 of 18276 results for "Plan"

AMP Capital invests in North American renewable assets

ALICE URIBE  |  FRIDAY, 5 SEP 2014
AMP Capital has grown its global infrastructure debt platform, forming a new partnership with Alterra Power Corporation. AMP Capital's Infrastructure Debt Fund II has arranged and structured a C$110 million subordinated loan for Alterra, a leading global ...

Ties between product and advice "archaic": FPA

ALICE URIBE  |  FRIDAY, 5 SEP 2014
... engagement with members and policy committee members and the development of the FPA's White Paper (and subsequent 10 point-plan) on the Future of the Profession. It said the it would provide supplementary submission on education standards for advisers ...

Bipartisan Senate inquiry to grill financial services again

LAURA MILLAN  |  FRIDAY, 5 SEP 2014
Labor Senator Sam Dastyari has obtained the support from the Coalition to conduct a new Senate Economics Committee inquiry to scrutinise the financial services industry. The inquiry will continue the task of last year's Senate Economics Committee inquiry ...

Planners keen to leave big dealer groups

JAMES FERNYHOUGH  |  FRIDAY, 5 SEP 2014
Increasing numbers of financial planners are expressing interest in moving away from the big vertically integrated dealer groups, according to netwealth Advice Group's head of advice Simon Micallef. "Since February the netwealth Advice Group has had ...

Higher adviser education should kick off on 2018: FPA

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... to consumers. is a natural continuation of the aspirational, but achievable recommendations outlined in the FPA 10 Point Plan released earlier this year. "When all financial planners are members of a professional association, when all financial planners ...

Big four fail in cross-selling retail super funds

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
Australia's big four banks are failing to cross-sell their retail superannuation products to their existing banking customers, the latest Roy Morgan research shows. Each of the banks is capturing less than 20% of their customers' superannuation balances ...

Advisers boost practice profitability

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
Financial advisers' effort to improve business efficiency in the context of the Future of Financial Advice (FoFA) has paid off, as new research shows that practice profitability has gone up in the last year. Financial planners are serving more clients ...

Ray Martin to open FPA 2014 Conference

LAURA MILLAN  |  WEDNESDAY, 3 SEP 2014
Journalist and media personality Ray Martin will be opening this year's Financial Planning Association (FPA) Professionals' Congress in Adelaide. Martin will host the inaugural discussion along with former supermodel and writer Tara Moss, Punchbowl ...

Young Australians want 'quick fix' tips from advisers

LAURA MILLAN  |  WEDNESDAY, 3 SEP 2014
Young Australians are particularly interested in getting 'quick fix' tips from their financial planners, as opposed to long-term comprehensive advice, the Financial Planning Association (FPA) said. The results of the FPA's Financial Planning Week campaign ...

Super returns dip but still strong

STAFF WRITER  |  TUESDAY, 2 SEP 2014
... (by balanced options) over the 12 months were Maritime Super, Telstra Super, UniSuper, Rio Tinto and Progressive Pension Plan.