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Showing 9011 - 9020 of 18276 results for "Plan"

Consumers reluctant to use online advice

LAURA MILLAN  |  WEDNESDAY, 23 APR 2014
Consumers do not trust online advice and still prefer to meet their financial planner face to face. A Financial Services Council (FSC) research into consumers' digital engagement with superannuation and wealth management found that only 13% of Australians ...

TAL appoints chief risk officer

MARK SMITH  |  WEDNESDAY, 23 APR 2014

Wake-up call for watchdog after inquiry

LAURA MILLAN  |  TUESDAY, 22 APR 2014
The Economics Committee conducting the inquiry into the performance of the Australian Securities and Investments Commission (ASIC) will present the Senate with "a widespread report that will include the industries' black holes and dark corners." The ...

CBA exec joins Future2 board

LAURA MILLAN  |  TUESDAY, 22 APR 2014
Commonwealth Bank (CBA) executive general manager of advice has joined the board of the Future2 Foundation. Marianne Perkovic was elected Future2 board director and trustee for a three year term at a recent board meeting. The Future2 board now has nine ...

US fight over adviser fiduciary rules nears end

ALEX DUNNIN  |  THURSDAY, 17 APR 2014
While debate in the US wealth management sector regarding improved fiduciary responsibilities for advisers appears to approaching resolution, the price of this resolution is that it has retreated back to just improved disclosure rules. The Wall Street ...

CBA integrates online business banking with MySuper

JAMES FERNYHOUGH  |  WEDNESDAY, 16 APR 2014
... as favouring industry funds over retail super providers, but this is likely to change if the government proceeds with its plan of removing superannuation from modern awards altogether. This will result in a level playing field, at least from a regulatory ...

AIA Australia launches daily risk information for planners

STAFF WRITER  |  WEDNESDAY, 16 APR 2014
Life insurer AIA Australia has launched a new administrative tool that will provide daily risk 'Datafeeds' for XPLAN to assist in the management of life insurance policies. The risk 'Datafeeds' contain application and policy information from AIA Australia. ...

Premium increases boost life risk inflows 11.5%

LAURA MILLAN  |  WEDNESDAY, 16 APR 2014
... $12,796.6 million for the year ended December 2013, with MetLife, TAL and BT/ Westpac registering the highest growth rates, a Plan For Life report showed. Total group premium inflows were $4,549 million in December 2013, 16.5% more than the previous ...

ASIC permanently bans 'tombstoning' adviser

LAURA MILLAN  |  WEDNESDAY, 16 APR 2014
The Australian Securities and Investments Commission (ASIC) has permanently banned financial adviser Pavan Vyas engaging in credit activities after he was convicted for dishonest conduct. Vyas was found guilty of 'tombstoning', a practice that involves ...

Registrations open for Future2 Melbourne to Adelaide ride

STAFF WRITER  |  TUESDAY, 15 APR 2014
Registrations are open for the 2014 Future2 Wheel Classic fundraising bike ride from Melbourne to Adelaide. Participants will raise funds that will enable Future2 to make grants to community not-for-profits that give opportunities to disadvantaged children ...