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Showing 9231 - 9240 of 18276 results for "Plan"

Sinodinos defends "speedy" FoFA legislation

ALICE URIBE  |  FRIDAY, 31 JAN 2014
The Assistant Treasurer Arthur Sinodinos has denied claims that the government's plan to implement the Future of Financial Advice (FoFA) reform measures through regulations, rather than via legislation, is a way to avoid opposition scrutiny. Speaking ...

FoFA reforms put professional standards at risk: Ripoll

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
The federal opposition has concerns that the proposed changes to the Future of Financial Advice (FoFA) regime as outlined by the government yesterday may result in reduced consumer protection and a decline in professional standards. Speaking to Financial ...

Prime Super and HIP to merge

JAMES FERNYHOUGH  |  THURSDAY, 30 JAN 2014
Industry superannuation funds Prime Super and Health Industry Plan (HIP) will merge later this year to create a fund with almost $2.4 billion in funds under management and 150,000 members. Under the new arrangement, Prime Super chief executive Lachlan ...

The AFA develops social media simulator

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
The Association of Financial Advisers (AFA) has developed a simulator to help advisers determine the best social media strategy for their client base. The simulator is an interactive tool developed using the 'Connecting with Client' report from August ...

NGS Super launches direct investment platform

MARK SMITH  |  THURSDAY, 30 JAN 2014
NGS Super has partnered with Mercer to offer members access to a new direct investment platform. The new platform, launched today, allows members to trade ASX300 shares, a choice of exchange traded funds and term deposits from their super or pension ...

PROFILE: AMP Horizons director Amelia Constantinidis

MARK SMITH  |  THURSDAY, 30 JAN 2014
Running one of the nation's most highly regarded training programs for financial advisers might seem like an unusual job for a former typist turned IT executive but Mark Smith found out that it is actually the most fitting role for AMP Horizons director ...

Half of Australians not confident managing money

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
Little over 50% of all Australians aged over 14 years old feel confident when it comes to managing their finances and investments, and nearly a third never spend time understanding how financial products work. In contrast, 47.5% of Australians do not ...

Retail investors turn to media for financial advice: GSAM survey

HARRY PAGE  |  WEDNESDAY, 29 JAN 2014
Only 10% of retail investors largely base their investment decisions on advice given to them by financial planners, a Goldman Sachs Asset Management (GSAM) survey has revealed. The most recent Australian Retail Investor Survey, which surveyed over 600 ...

Planners shy away from margin lending advice

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
Financial planners are shying away from margin lending advice following falls in the margin lending market in the second and third quarters of 2013. The proportion of planners advising on margin lending fell from 55% in 2012 to 45% in 2013, according ...

TPB releases guidance on conflict of interest

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
The Tax Practitioners Board (TPB) has focused its first document outlining guidance for the Tax Agent Services Act (TASA) 2009 on the management of conflicts of interest. The document details the actions that registered tax agents should take in case ...