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Showing 8881 - 8890 of 18276 results for "Plan"

Race among the advice giants: MAX

MICHELLE BALTAZAR  |  MONDAY, 16 JUN 2014
AMP, ANZ Wealth and Commonwealth Bank are the formidable trinity of industry consolidators in financial planning, according to the latest mergers and acquisitions report by Rainmaker. Rainmaker Research has collected data on the mergers and acquisitions ...

Senate FoFA conclusions expected today

LAURA MILLAN  |  MONDAY, 16 JUN 2014
The Senate Economics Committee is expected to release its conclusions on the Future of Financial Advice (FoFA) inquiry later today. The report will allow the government to form a final opinion on the amendments to the FoFA legislation, which have been ...

CBA names new CIO

ALICE URIBE  |  MONDAY, 16 JUN 2014
A Commonwealth Bank (CBA) planning executive has been promoted to the role of group executive, enterprise services and chief information officer, to replace current CIO Michael Harte. David Whiteing joined the CBA in September 2013 to lead the newly ...

Women to feel pain of scrapped LISC

JAMES FERNYHOUGH  |  MONDAY, 16 JUN 2014
Women and regional Australians will be the worst affected by the government's plan to scrap the Low Income Superannuation Contribution (LISC) scheme, according to Industry Super Australia (ISA). Using figures from the Australian Bureau of Statistics ...

Financial Wisdom to face class action for poor advice

LAURA MILLAN  |  MONDAY, 16 JUN 2014
Commonwealth Bank-owned Financial Wisdom will face a class action started by Shine Lawyers for inappropriate investment advice to more than 3,000 clients. Shine Lawyers confirmed to Financial Standard that the law firm is now collecting evidence to ...

AFA launches 2014 mentoring program

MARK SMITH  |  MONDAY, 16 JUN 2014
The Association of Financial Advisers (AFA) has launched its 2014/15 mentoring program, an annual initiative aimed at promoting professional standards and giving advice to young advisers. AFA GenXt National chair Fraser Jack said the mentoring program ...

Aussie, Aussie, Aussie, Oi, Oi, Oi

BENJAMIN ONG  |  MONDAY, 16 JUN 2014
Something's wrong - very wrong - with this picture. There's troubling news in the geo-political arena due to escalating tensions in Iraq. There's also the price of iron ore dropping to near two-year lows. And yet... the Australian dollar did a peek-a-boo ...

Exceeding your MAXpectations

MICHELLE BALTAZAR  |  FRIDAY, 13 JUN 2014
As I count down to the final hours before the weekend, my mind is already racing to next Wednesday, when we host our annual forum and awards for sales and marketing professionals in financial services (a.k.a. MAX). MAX is inspired by TED, the widely-lauded ...

Mandates and pricing boost MetLife, TAL group inflows

LAURA MILLAN  |  FRIDAY, 13 JUN 2014
... recorded a 105.9% increase in overall group risk premium inflows during the year ended March 2014, according to the latest Plan For Life report. The spike in inflows resulted in MetLife escalating from fifth to fourth largest group insurer in Australia ...

MAX Preview: Beyond value of advice

MICHELLE BALTAZAR  |  THURSDAY, 12 JUN 2014
One of the key discussions at next week's Financial Standard MAX Forum is the distinct refocusing of marketing offers to the concerns of financial advisers not just as go-to advice experts but as successful business owners. Next Wednesday, the MAX-nominated ...