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Showing 9221 - 9230 of 18276 results for "Plan"

Centrepoint makes four key appointments

LAURA MILLAN  |  WEDNESDAY, 5 FEB 2014
Centrepoint Alliance has appointed a head of Distribution Strategy and Marketing, a national manager of Life Insurance, a head of Research and a regional manager for Queensland and northern New South Wales. Neil Rogan is the new head of Distribution ...

ASFA calls for clarity on retirement income review

JAMES FERNYHOUGH  |  WEDNESDAY, 5 FEB 2014
The Association of Superannuation Funds of Australia (ASFA) has called on the government to provide a clear timetable and terms of reference for its review of retirement income stream regulations, including the tax treatment of deferred lifetime annuities ...

Zurich makes further additions to Life Risk team

MARK SMITH  |  WEDNESDAY, 5 FEB 2014
Zurich Financial Services Australia (Zurich) has appointed two senior Life Risk underwriters. Former OnePath underwriter Tran Rogers has joined Zurich's Adelaide office while Ian McGregor will be based in Sydeny. Rogers has more than 12 years' experience ...

Industry groups self-interest caused FoFA problems

LAURA MILLAN  |  TUESDAY, 4 FEB 2014
The overabundance of industry groups lobbying to ensure their own interests was the cause of the problems and complaints around the Future of Financial Advice (FoFA) legislation, Connect Financial Service Brokers chief executive Paul Tynan said. "It's ...

Advisers can increase portfolio value by 3%

LAURA MILLAN  |  TUESDAY, 4 FEB 2014
Good financial advisers could add about 3% worth of measurable alpha to a client's portfolio, according to upcoming Vanguard research. "Be a great behavioral coach and get clients to stick to asset allocation, as opposed to chasing performance," Vanguard ...

Ausbil acquired by New York Life Investments

MARK SMITH  |  TUESDAY, 4 FEB 2014
... strategically grow our business and continue providing the excellence we have become known for." "We are also excited about our plan to operate under the name, Ausbil. There is tremendous brand equity in this name. Now more than ever, it stands for the ...

FPA kicks off week of free financial advice

LAURA MILLAN  |  MONDAY, 3 FEB 2014
The Financial Planning Association (FPA) advisers will be providing financial advice for free as part of the Ask an Expert Week that starts today and will finish on February 9th. Consumers can ask their questions through the Ask an Expert forum at the ...

Obama launches myRA

ALEX DUNNIN  |  MONDAY, 3 FEB 2014
... States Barack Obama has proposed a new retirement savings program called MyRA to help Americans prepare for retirement. The plan was unveiled in last week's 2014 State of the Union address. The plan will not require Congressional approval, however, as ...

Guardian lowers PI insurance premiums for planners

ALICE URIBE  |  FRIDAY, 31 JAN 2014
In an effort to recognise advisers who provide professional sustainable advice, Guardian Advice and Suncorp Financial Planning are set to lower professional insurance premiums for its planners. Guardian Advice also plans to create accreditation that ...

AMP to launch integrated mobile app

JAMES FERNYHOUGH  |  FRIDAY, 31 JAN 2014
AMP is planning to launch a mobile app that will combine superannuation, banking and insurance information in a single place, in a move they believe will increase member engagement. AMP director of corporate super Libby Roy said the app would allow ...