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Showing 8931 - 8940 of 18276 results for "Plan"

Baby boomers account for four in five dollars under advice

MARK SMITH  |  TUESDAY, 27 MAY 2014
... annuities in the 12 months to December 2013, up from 26% in 2012 - and that figure is set to rise further, with 37% saying they plan to use annuities in 2014. "The proportion of planners recommending annuities has increased, despite the current low interest ...

Dancing with digital: MAX

STAFF WRITER  |  TUESDAY, 27 MAY 2014
Financial services marketers face the twin challenges of being relevant to the digital investor while complying with snail-mail era regulation - but there are ways to get the best of both worlds. Speakers at this year's MAX Marketing, Adverting and ...

Banks support the "original" FoFA intent: ABA

LAURA MILLAN  |  MONDAY, 26 MAY 2014
The Australian Bankers' Association (ABA) said that the industry supports the original Future of Financial Advice (FoFA) legislation, which focused largely on consumer protection. The ABA came out shortly after Industry Super Australia (ISA) accused ...

EQT strengthens estate planning team

LAURA MILLAN  |  MONDAY, 26 MAY 2014
Equity Trustees (EQT) has appointed two solicitors to support the growth of its estate planning and wills business. Catherine Elversson and Andrew Woods will be reporting to EQT national manager estate planning Anna Hacker. Elverson will be based in ...

Equip slashes insurance premiums

MARK SMITH  |  MONDAY, 26 MAY 2014
Equip has announced cuts to premiums for its death and total and permanent disablement (TPD) cover and its salary continuance cover. Equip's chief executive officer Danielle Press said the reductions were the result of thorough examination of the fund's ...

FPA reveals 10 point plan to improve advice

LAURA MILLAN  |  FRIDAY, 23 MAY 2014
... Financial Planning Association (FPA) has unveiled 10 key points to raise the standards of financial advice. The FPA presented the plan yesterday during the Senate Economics Committee hearing on the streamlining of the Future of Financial Advice (FoFA) ...

Intra-fund advice is also a commission: FSC

LAURA MILLAN  |  FRIDAY, 23 MAY 2014
The Financial Services Council (FSC) said that asking for a ban of commissions on general advice is "hypocritical" when intra fund advice itself is "non-transparent." FSC policy and global markets director Andrew Bragg and senior policy manager Cecilia ...

Second PM Capital LIC now trading on ASX

MARK SMITH  |  FRIDAY, 23 MAY 2014
PM Capital's second listed investment company (LIC), the PM Capital Asian Opportunities Fund, is now available to trade on the ASX. PM Capital has raised $225 million across two IPO's since November 2013. The second IPO was targeted at investors looking ...

Kearns steps down as Centric Wealth CEO

JAMES FERNYHOUGH  |  THURSDAY, 22 MAY 2014
Phil Kearns has announced he will step down as chief executive of advice group Centric Wealth two months after the company was acquired by fellow non-aligned advice group Findex Australia. Kearns, who joined Centric in June 2011, will be replaced by ...

FPA and AFA unite: stop commissions on general advice

LAURA MILLAN  |  THURSDAY, 22 MAY 2014
The two advice bodies have asked for a complete removal of commissions on general advice during their appearance at the Senate hearing about the Future of Financial Advice (FoFA). The Association of Financial Advisers (AFA) and the Financial Planning ...