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Showing 9191 - 9200 of 18276 results for "Plan"

Rubik partners with Stargate on integration interface

JAMES FERNYHOUGH  |  FRIDAY, 14 FEB 2014
Rubik Financial Limited has launched an interface integrating its wealth planning software COIN with Stargate Technologies'A loan management tool, SymmetryCRM. Rubik said this would allow financial planners using COIN and brokers using Symmetry to push ...

Matrix to focus on attracting aligned advisers

LAURA MILLAN  |  FRIDAY, 14 FEB 2014
Matrix Financial Solutions will be focusing on strategies to attract advisers from aligned dealer groups after the resignation of its managing director Rick Di Cristoforo. "There are opportunities now that didn't exist five years ago, and this will ...

BT announces upgrades to ageing Wrap platform

MARK SMITH  |  FRIDAY, 14 FEB 2014
BT is building a host of enhancements to its 13 year-old BT Wrap platform, with the first upgrade expected in the coming months. In a market update presentation to analysts, chief executive Brad Cooper said the new integrated platform would transform ...

Federation added to Australian Unity platform

HARRY PAGE  |  FRIDAY, 14 FEB 2014
... occurring with accountants and financial advisers. "We do expect to continue to grow adviser numbers and more importantly plan to continue to strongly grow our network of accountants as referral partners and advisers. There is going to be continuing ...

Blame it on the boogie

BENJAMIN ONG  |  FRIDAY, 14 FEB 2014
... elected only last September. Jobs lag the economy, remember? There's more short snipes from Bill Shorten. "What is the jobs plan of the Abbott government? What are they doing to stop the tens of thousands of jobs that are either going overseas or just ...

FPA's Ask an Expert week sees 150 inquiries

LAURA MILLAN  |  THURSDAY, 13 FEB 2014
The Financial Planning Association (FPA) registered over 150 consumer questions submitted to advisers during the second edition of its Ask an Expert week. However, the Ask an Expert website had 7,038 page views during the first week of February, which ...

ASIC cancels Capital Advisers' licence

LAURA MILLAN  |  THURSDAY, 13 FEB 2014
The Australian Securities and Investments Commission (ASIC) has cancelled the Australian Financial Services (AFS) licence of Capital Advisers. The regulator also cancelled Capital Advisers' Australian credit licence following concerns that the group ...

Market wrap AM

AAP  |  THURSDAY, 13 FEB 2014
... imports were up 10.0 per cent at $US175.27 billion. Dr Yellen told Congress she expects to continue predecessor Ben Bernanke's plan to wind down the Fed's bond-buying gradually and keep interest rates low until the jobs market improves significantly. ...

Elders FP appoints regional manager

LAURA MILLAN  |  WEDNESDAY, 12 FEB 2014
Elders Financial Planning has appointed a regional manager to expand the dealer group's network and client base across the Northern Territory, Queensland and the majority of New South Wales. Kevin Mayne will join the company as regional manager north ...

FPA slams detractors of best interest amendment

LAURA MILLAN  |  WEDNESDAY, 12 FEB 2014
The Financial Planning Association (FPA) has stated that "consumers have nothing to fear from the proposed amendments" that will remove a sub-section of the Future of Financial Advice (FoFA) legislation referring to the best interest duty. "We are witnessing ...