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Showing 9291 - 9300 of 18276 results for "Plan"

AFA to train young advisers on soft skills

LAURA MILLAN  |  MONDAY, 9 DEC 2013
The Association of Financial Advisers (AFA) will be focusing on helping advisers develop emotional intelligence and soft skills in its GenXt Roadshow for 2014. The roadshow will kick off in Hobart on February 4, 2014, and will also visit Adelaide, Perth ...

Retail funds top super rankings survey

JAMES FERNYHOUGH  |  FRIDAY, 6 DEC 2013
Roy Morgan has released research in which it gives 20 superannuation funds a "consumer brand ranking", using the affluence of members as a central criterion for the fund's overall ranking. Retail funds heavily dominate the top ten, with CBA, Mercer ...

Blue Sky targets mandate wins with $19m capital raise

MARK SMITH  |  THURSDAY, 5 DEC 2013
... Offering (IPO), Blue Sky raised an additional $9 million in August 2013 through a placement and subsequent Share Purchase Plan (SPP). "We have put a lot of hard work into building strong foundations, a compelling seven-year track record and a scalable ...

FPA to lobby against FoFA redundancy

LAURA MILLAN  |  THURSDAY, 5 DEC 2013
The Financial Planning Association (FPA) will lobby to take the opt-in requirement and other redundancies out of the Future of Financial Advice (FoFA) reforms as soon as the government issues its proposal to amend the legislation. "Opt-in is redundant ...

Market Wrap AM

AAP  |  THURSDAY, 5 DEC 2013
The Australian market looks set to open higher despite a soft lead from Wall Street 0830 AEDT on Thursday, the December share price index futures contract was up five points at 5,282. In economic news on Thursday, the Australian Bureau of Statistics ...

Grant Samuel expands to Brisbane

STAFF WRITER  |  WEDNESDAY, 4 DEC 2013
Grant Samuel Fund Management (GSFM) has opened an office in Brisbane after reporting a doubling in business demand over the past 12 months. The Brisbane office will be headed up by Steven Taylor, a former Queensland state manager at Challenger Group. ...

FPA expects TASA to require "massive" efforts

LAURA MILLAN  |  WEDNESDAY, 4 DEC 2013
The Financial Planning Association (FPA) expects the advice industry and the Tax Practitioners Board (TPB) to go through "a massive matching process" to determine competency requirements for advisers under the Tax Agent Services Act (TASA). FPA chief ...

Planners lax on capital protected product advice: ASIC

JAMES FERNYHOUGH  |  WEDNESDAY, 4 DEC 2013
Many financial advisers have not made sufficient enquiries into their clients' financial circumstances when advising on capital protected products, the Australian Securities and Investments Commission (ASIC) has found. In Report 377, 'Review of advice ...

Govt makes key infrastructure inquiry appointment

STAFF WRITER  |  WEDNESDAY, 4 DEC 2013

That evil word is back

BENJAMIN ONG  |  WEDNESDAY, 4 DEC 2013
Could it be? Could it be that the list of all good and wonderful stats I presented over the past two days on this space -- that suggested that the global economy as we know it is gathering momentum -- sank deeper into the consciousness of practitioners ...