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Showing 8781 - 8790 of 18276 results for "Plan"

Market wrap AM

AAP  |  MONDAY, 21 JUL 2014
The Australian market looks set to open higher after US stocks surged as strong Google earnings and a large pharmaceutical deal offset worries about worsening international crises in Ukraine and Gaza. At 0645 AEST on Monday, the September share price ...

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
The Commonwealth Bank (CBA) has confirmed that it will provide full funding to cover costs involved with the tougher adviser education standards announced last week. As revealed by Financial Standard, CBA decided to raise adviser standards in the wake ...

Gen Ys most keen on intra-fund advice

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... Report revealed that more than one in three of total respondents (36.4%) have not used their fund's advice services, but plan to reconsider this. However, the proportion is even higher among Gen Ys, with 49.3% saying that they plan to use intra-fund ...

SMSFs stung by $1M property Ponzi scheme

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
Barry John Patrick, a 71-year-old man from Victoria, has been charged for illegally obtaining more than $1 million from self-managed super fund (SMSF) investors to fund property development. Patrick obtained the money from 14 investors between 2007 ...

AdviserEdge to "live build" advice website at 2014 conference

STAFF WRITER  |  FRIDAY, 18 JUL 2014
One advice practice will get the chance to have its social media strategy overhauled and website rebuilt as part of a "live build" feature at this year's AdviserEdge Social Advice Summit.A The "live build" will take place over the 3-day conference and ...

Pohl's fund receives 'recommended' rating

JAMES FERNYHOUGH  |  FRIDAY, 18 JUL 2014
... Asset Management, has been given a 'recommended' rating by Independent Investment Research. The rating comes ahead of BST's plan to list on the ASX in August. It is hoping to raise a minimum of $16m and a maximum of $50m through the issue of shares at ...

Telstra offers incentives to switch DB members to accumulation

MARK SMITH  |  THURSDAY, 17 JUL 2014
Telstra has asked for volunteers from its approximately 6,100 employees who are on defined benefit pensions to switch to Telstra Super's accumulation division. "Telstra Super is well positioned to provide the information, education and advice that is ...

Large strides made towards automated advice

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
Financial advice given by modelling tools is set to become the new normal in Australia's financial services industry, where data collection and management techniques advance at a fast pace. "The most basic advice will be driven by automated tools," ...

Australian Unity added 14 planning practices in a year

MARK SMITH  |  THURSDAY, 17 JUL 2014
Australian Unity has recruited 14 planning practices from across most mainland states in the past 12 months. The addition brings the company's total financial services tally to 77 planning practices, 122 advisers and 22 mortgage brokers operating in ...

Cormann tables adviser register to "weed out bad apples"

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
A public register of financial advisers will help "weed out bad apples," the Financial Planning Association (FPA) said after the government announced the creation of a working group to consult with stakeholders. Finance Minister Mathias Cormann said ...