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Showing 8741 - 8750 of 18276 results for "Plan"

Morphic fund listed in the BT Wrap

STAFF WRITER  |  FRIDAY, 1 AUG 2014
The Morphic Global Opportunities Fund has been added to the BT Wrap platform amid growth of investor interest in global equity funds that provide flexible hedging strategies. The Fund is long-short global equities strategy with a mid-cap focus and close ...

AIST slams Xenophon's super home loan proposal

JAMES FERNYHOUGH  |  FRIDAY, 1 AUG 2014
... Parliament that will allow first home buyers to use their super to buy a first home, a policy modelled on Canada's Homebuyers' Plan. Xenophon argued this would make buying a first home more affordable. But Garcia said while AIST shared Xenophon's concern ...

AFA Excellence in Education state winners announced

HARRY PAGE  |  FRIDAY, 1 AUG 2014
The state winners of the Association of Financial Advisers (AFA) 2014 Excellence in Education Award (the Award) were announced at the AFA July National Roadshow. The 2014 finalists for are Charles Badenach from Main Street Financial Solutions, Shaun ...

Market wrap

AAP  |  FRIDAY, 1 AUG 2014
... at $4.76. Woodside Petroleum was down 45 cents at $42.07 ahead of a shareholder vote on a $US2.7 billion ($A2.92 billion) plan to buy back shares from Royal Dutch Shell. The major four banks were also feeling the downward pressure. Commonwealth Bank ...

FEATURE: Guiding the way to aged care

LAURA MILLAN  |  FRIDAY, 1 AUG 2014
The new aged care reforms have brought in revised rules and more complex scenarios. Against this backdrop advisers will become even more necessary, particularly as more Australians consider their and their families' aged care needs, Laura Millan writes. ...

Vision Super appoints first independent director

JAMES FERNYHOUGH  |  FRIDAY, 1 AUG 2014
Vision Super has appointed its first independent director in the shape of former NAB executive Joanne Dawson. Vision Super chief executive Stephen Rowe said: "The board reflected on the environment and the debate about independent directors, and saw ...

Market Wrap PM

AAP  |  THURSDAY, 31 JUL 2014
The Australian share market is slightly lower, as investors digest the impact of Argentina's debt default and US and European Union sanctions against Russia. IG market strategist Stan Shamu said the market was relatively quiet as it tried to balance ...

Better use of client information essential to adviser success

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
Financial advisers have more information about their clients than almost any other industry and they should be using it to improve their service, netwealth executive director Matt Heine said. "Throughout the fact finding process we collect more information ...

Dying in social media: adviser's next big nightmare

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
... an account holder's death, advisers need to make sure their clients are aware of the issues when completing their estate plan, Hacker said.

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
More than 286,000 self-managed super funds (SMSFs) have unmet advice needs, representing a huge opportunity for financial advisers, according to new research from Investment Trends. SMSFs who say they have unmet advice needs are prepared to pay up to ...