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Showing 9111 - 9120 of 18276 results for "Plan"

PROFILE: MetLife head of distribution Michael Gooddall

MARK SMITH  |  WEDNESDAY, 12 MAR 2014
In a financial services career spanning moreA than thirty years, Michael Goodall has held senior jobs in superannuation, financial planning and banking; but he tells Mark Smith that it was his time away from theA industry that has best helped him put ...

FoFA amendments will reduce quality of advice: lawyer

JAMES FERNYHOUGH  |  TUESDAY, 11 MAR 2014
The government's proposal to amend the best interest duty section of the Future of Financial Advice (FoFA) reforms are "inconsistent with the nature of a best interests duty" and will "reduce the overall quality of financial advice", according to legal ...

Tax advisers in need of additional PI insurance

LAURA MILLAN  |  TUESDAY, 11 MAR 2014
The Tax Practitioners Board (TPB) said advisers who provide tax advice need to extend their professional indemnity (PI) insurance coverage to meet the organisation's minimum requirements. The TPB outlined the proposal in Exposure Draft Explanatory Paper ...

Investors get conditional agreement against Great Southern

ALICE URIBE  |  MONDAY, 10 MAR 2014
Litigation funder Bentham IMF has reached a conditional settlement against the collapsed agricultural investment scheme Great Southern. According to a release on the ASX, the terms of the settlement remain confidential to the parties and are to be the ...

MetLife doubled group risk market share in 2013

LAURA MILLAN  |  MONDAY, 10 MAR 2014
MetLife Insurance doubled its group risk premium inflows and group insurance market share in 2013, Plan For Life research found. The life insurer's group risk premium inflows jumped by 110% and went from $222.28 million in the year ended December 2012 ...

Advisers to complete 60 extra education hours under TASA

LAURA MILLAN  |  MONDAY, 10 MAR 2014
The Tax Practitioners Board (TPB) has proposed that registered tax advisers complete a minimum of 60 hours of continuing professional education (CPE) in three years as part of the Tax Agent Services Act (TASA) 2009 legislation. The TPB released Exposure ...

Asia Funds Passport on shaky ground

MARK SMITH  |  MONDAY, 10 MAR 2014
... regulators are successful in reaching a mutual recognition agreement between funds domiciled in mainland China and Hong Kong. The plan is designed to make Hong Kong the most attractive and obvious place from where international fund managers can try ...

No guarantee

BENJAMIN ONG  |  MONDAY, 10 MAR 2014
... guarantee the shadow money they lent would be repaid. The take-away here is that China's slowly (but surely) carrying out its plan to liberalise its financial markets and capital account and further open up the Chinese economy to free market dynamics ...

Advice industry under-prepared for younger client base

MARK SMITH  |  FRIDAY, 7 MAR 2014
The professional advice industry is facing a seismic demographic shift that it is ill-prepared for, according to the chief executive of Pershing Advisor Solutions, Mark Tibergien. "The industry is fundamentally built on baby boomers but there is a demographic ...

New laws target promoters of early release schemes

JAMES FERNYHOUGH  |  FRIDAY, 7 MAR 2014
The senate has passed a bill allowing promoters of illegal early release schemes to be prosecuted. The bill is targeted at individuals or organisations that charge a fee for aiding clients in illegally accessing their superannuation before the preservation ...