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Showing 9441 - 9450 of 18276 results for "Plan"

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
Advisers should tailor their communication strategies to suit the needs of each generation, but in the age of internet, face to face meetings are still the clients' preferred system to communicate with advisers. An AFA white paper revealed that, while ...

Premium appoints Ibbotson as asset consultant

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013

70 pct retirees see advisers

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... take it as a lump sum spend it quite prudently -- paying their mortgage, investing it or transferring it to another super plan. Only 14% spend it on their holiday." Contrary to the general assumption, pre-retirees do see financial planners. By the age ...

FPA and Cbus reach 'landmark agreement'

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
The Financial Planning Association of Australia (FPA) has entered what it terms a "landmark agreement" with industry super fund Cbus to begin a pilot professional referral service. The terms of the agreement allow FPA member practices to accept referrals ...

ASIC has risk advice in its sights

MARK SMITH  |  TUESDAY, 15 OCT 2013
Australian Securities and Investments Commission (ASIC) deputy chairman Peter Kell has the retail insurance sectors in his sights, announcing that the regulator will conduct major surveillance of the sector. Kell said ASIC is in the process of gathering ...

Read the rules, says ASIC

MARK SMITH  |  TUESDAY, 15 OCT 2013
ASIC deputy chairman Peter Kell reassured advisers at the AFA conference that the FoFA best interest duty is not as strict as people think. He reminded them to read the regulatory guidance before jumping to conclusions. "We're just over three months ...

netweath platform to host SSgA Retirement Solution funds

JAMES FERNYHOUGH  |  MONDAY, 14 OCT 2013
State Street Global Advisors' (SSgA) Retirement Lifestyle Solution funds will soon be available on the netwealth investment platform. SSGA said the netwealth launch is the first step in making the strategies available to financial advisers and direct ...

In search of more female advisers

LAURA MILLAN  |  MONDAY, 14 OCT 2013
There are too few female financial advisers and the AFA national conference is canvassing ways to do something about it. The first step was recognising that there aren't enough women working in the financial services industry and, especially, in financial ...

Registrations open for 'Your best interests'

MARK SMITH  |  MONDAY, 14 OCT 2013

Sinodinos confirms election promises will be met

MARK SMITH  |  MONDAY, 14 OCT 2013
In his first public address since taking office the Minister reiterated Prime Minister Tony Abbot's plan to reduce red tape, promote greater competition and improve infrastructure in a bid to make Australia a more productive economy. "The cumulative ...