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Showing 8991 - 9000 of 18276 results for "Plan"

New reports to stir financial planning perfect storm

LAURA MILLAN  |  MONDAY, 5 MAY 2014
New information about the sales-driven culture inside the Commonwealth Bank's financial planning unit has prompted the Financial Planning Association (FPA) to leap to advisers' defense. Tonight's airing of 'Banking Bad' on the ABC's Four Corners program ...

Poll shows low esteem for financial advisers

JAMES FERNYHOUGH  |  MONDAY, 5 MAY 2014
Almost 70% of people aged between 35 and 55 do not think they would have benefitted from professional financial advice, a survey conducted by REST Industry Super has found. When asked the question, 'If you received any/more professional advice, do you ...

CommInsure launches tailored SMSF insurance product

JAMES FERNYHOUGH  |  MONDAY, 5 MAY 2014
... tailored to members of self-managed superannuation funds (SMSFs) next week. The product is an enhanced version of its Total Care Plan Super product, updated to meet the new requirements in the Superannuation Industry (Supervision) Act (SIS Act), which ...

FPA creates Gwen Fletcher Memorial Award

LAURA MILLAN  |  MONDAY, 5 MAY 2014
The Financial Planning Association (FPA) will recognise the highest achieving student in the CFP Certification Program each semester with the newly-created Gwen Fletcher Memorial Award. The award was named after the late 'First Lady of financial planning'. ...

Age Pension to rise to 70 by 2035

MARK SMITH, JAMES FERNYHOUGH  |  FRIDAY, 2 MAY 2014
Treasurer Joe Hockey has confirmed that he plans to raise the Age Pension eligibility age to 70 by 2035 in the upcoming Budget. Confirmation came in an interview with Alan Jones on 2GB radio in which the two men were discussing the Commission of Audit's ...

YBR adds 13 branches to its network

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
Yellow Brick Road (YBR) has increased its distribution footprint to 197 branches across Australia, with 13 new additions in the first quarter of 2014. The group signed its first agreement in the Northern Territory and opened a retail branch in Melbourne ...

netwealth to launch managed account service by Q3

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
netwealth is developing a comprehensive managed account service with plans to launch it in the third quarter of this year. The service will sit as another investment option within netwealth's approved product list (APL) and it will be available through ...

MetLife to make 32 appointments

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
... overall and intends to continue investing to generate and support long term growth," MetLife chief executive Damien Green said. Plan For Life research showed that in the 12 months to December 2013, MetLife more than doubled its group risk premium inflows ...

Brogden reveals thinking behind FWC legal challenge

JAMES FERNYHOUGH  |  WEDNESDAY, 30 APR 2014
The Financial Services Council's (FSC) decision to challenge the constitutional basis of the Fair Work Commission (FWC) Expert Panel in the Federal Court is part of a strategy to "damage the credibility of the process", FSC chief executive John Brogden ...

Advisers need soft skills first to engage new clients

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
Soft skills and the ability to enthuse clients are more important than the value of the advice service during the first stages of the financial planning process. The latest CoreData 'Financial planning shadow shop' report revealed that the most successful ...