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Showing 8671 - 8680 of 18276 results for "Plan"

Australian Money Market adds CBA to platform

MARK SMITH  |  THURSDAY, 28 AUG 2014
Australian Money Market (AMM) has added the CBA Accelerator Cash Account to the choice of options on its term deposit platform. The new cash management account (CMA) is aimed at advisers whose clients have an existing CBA cash management account. AMM ...

Infrastructure valuations at all-time highs

MARK SMITH  |  THURSDAY, 28 AUG 2014
Prices for global infrastructure assets traded so far this year are at the highest level on record, according to the latest analysis by alternatives research house Preqin. More than one-third of transactions completed in the year to date were valued ...

Annuities not right for default pensions: Rice Warner

JAMES FERNYHOUGH  |  WEDNESDAY, 27 AUG 2014
Life annuities are not appropriate for default pension products as they lock members' money away, according to Rice Warner chief executive Michael Rice. Rice Warner has devised a default pension product based solely on an account-based pension model. ...

AAP offers PI insurance for independent advisers

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
Centrepoint-owned Associated Advisory Practices (AAP) is offering a professional indemnity (PI) insurance product tailored for independent financial advisers. The solution was launched earlier this year and since then average renewal premiums have lowered ...

Aligned licensees could be renamed "restricted advice" groups

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
Advice groups tied to a product manufacturer could be required to be renamed "restricted advice" businesses, instead of the current 'aligned' or 'institutionally-owned' labels, the Australian Securities and Investments Commission (ASIC) proposed. The ...

Higher education will not fix advice industry problems: Accountants

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
Mandatory education requirements for financial planners will not eliminate the problems that the financial advice sector has experienced in recent years, the Chartered Accountants Australia and New Zealand (CAANZ) said in a submission to the Financial ...

MDAs allow small players to act as large instos

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
The technology behind managed discretionary accounts (MDA) allows small investment players to act as if they had the scale of the industry's large institutions, SS&C Technologies head of Australia and New Zealand Nadine Moore said. Speaking at the inaugural ...

Government tables FoFA bill in House of Reps

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
The Coalition has reintroduced the amendments of the Future of Financial Advice (FoFA) bill into the House of Representatives, reigniting the political debate around financial planning legislation. The government's move follows the opposition's failed ...

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
Financial planning group netwealth Advice has completed the stage one build of its overhaul of its technology program. Over the last nine months the group has been improving its Model Office program through its Pathway Licensee Services business. According ...

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
Westpac-owned BT Financial Group is the latest group to confirm new minimum education requirements for its financial advisers, responding to mounting pressure from consumers, associations and a Senate Economics Committee report. Similar to the new rules ...