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Showing 8701 - 8710 of 18276 results for "Plan"

Market Wrap AM

AAP  |  TUESDAY, 19 AUG 2014
The Australian market looks set to open higher, after US stocks rallied on the back of fading fear about a clash between Russia and Ukraine forces. At 0656 AEST on Tuesday, the September share price index futures contract was up 25 points at 5,554. ...

Skaffold appointment signals assault on SMSF market

STAFF WRITER  |  MONDAY, 18 AUG 2014
Stock research company Skaffold.com has appointed Trevor Clisby to lead its expansion into financial services and self-managed super fund (SMSF) administrator markets. Clisby's title is head of wholesale markets. He has over 25 years of financial markets ...

Maurice Blackburn mulls class action against Macquarie

LAURA MILLAN  |  MONDAY, 18 AUG 2014
Maurice Blackburn is considering starting a class action against Macquarie in light of the growing number of disgruntled Macquarie Private Wealth customers approaching the litigator. Maurice Blackburn head of the financial disputes department John Berrill ...

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
From modest beginnings with no precedent to rely on, Paul Crowne, principal adviser at Centric Wealth, is today one of the leading proponents of managed accounts in a business that looks after $5 billion of client portfolios using MAs. Crowne is the ...

Advice group sues online forum over negative review

LAURA MILLAN  |  MONDAY, 18 AUG 2014
Financial planning firm WCS Group has started legal action against forum website Whirlpool over comments posted by a user named 'homemadecook.' WCS Group is a financial planning and mortgage broking business within NAB-owned dealer group Apogee. As ...

AdviserEdge kicks off with "live build"

ALICE URIBE  |  MONDAY, 18 AUG 2014
... up the practice to help them "get through the other end with their finances intact. "The foundations for a new financial plan can be established and 'home time' for all the family becomes a reality again." He hopes that the overhaul of his social media ...

Brumbie: Super idea, super silly reaction

ALEX DUNNIN  |  MONDAY, 18 AUG 2014
... simple idea to allow first home buyers to access part of their superannuation balance to put towards a home deposit. The plan is a bit short on detail but since his media release described a Canadian scheme whereby fund members can borrow up to $25,000 ...

APRA releases additional requirements for large instos

LAURA MILLAN  |  FRIDAY, 15 AUG 2014
The Australian Prudential Regulation Authority (APRA) has released the updated framework for the supervision of large financial institutions, but will defer a decision on its final implementation until the end of the Financial System Inquiry (FSI). ...

FEATURE: Have we reached the tipping point for managed accounts?

MARK SMITH  |  FRIDAY, 15 AUG 2014
In the first of a two-part special report on the sector, Mark Smith explores why after a series of false starts, industry experts are saying now is the time for managed accounts to live up to their billing as the next big thing in client portfolio management. ...

Legalsuper on hunt for CIO

ALICE URIBE  |  FRIDAY, 15 AUG 2014
Industry fund legalsuper continues in its quest to expand its investment capabilities and is now on the hunt for a chief investment officer. Legalsuper chief executive Andrew Proebstl told Financial Standard that the role would be a part-time position ...