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Showing 9671 - 9680 of 18276 results for "Plan"

Scaled advice to shape industry future

LAURA MILLAN  |  TUESDAY, 23 JUL 2013
The Future of Financial Advice (FoFA) reforms will bring an increase of demand for scaled advice over the long term and the cost of advice will go down, Rice Warner research commissioned by Industry Super Network (ISN) found. The report based on modelling ...

IFM's FUM surges by 34% on global support

ALICE URIBE  |  TUESDAY, 23 JUL 2013
Global investment manager IFM has seen a 34% growth in funds under management, form $34 billion to $46 billion, which is more than double the asset growth of the overall Australian superannuation market. The fund manager reported a growth in offshore ...

Fraud and cybercrime biggest non-investment risks to family offices

MARK SMITH  |  TUESDAY, 23 JUL 2013
Sustainability, data loss, fraud and theft are among the top non-investment risks faced by private families and the offices that serve them, according to The Family Wealth Alliance's 2012 Inaugural Security Study. For the study - which was conducted ...

The good, the good and the dollar-A

BENJAMIN ONG  |  TUESDAY, 23 JUL 2013
It's another trading day for the record books on Wall Street. And this despite last night's weak reports - existing home sales fell by 1.2% to a less than expected 5.1 million annualised rate in June and the Chicago Fed National Activity Index remained ...

Generation Y busts SMSF age myth

JAMES FERNYHOUGH  |  TUESDAY, 23 JUL 2013
Increasing numbers of people under 30 are setting up - or plan to set up - self-managed superannuation funds (SMSFs), according to a new study by Macquarie Bank and the SMSF Professionals' Association of Australia (SPAA). The study found that 8.1% of ...

ASIC freezes defendants' assets in Wickham case

LAURA MILLAN  |  MONDAY, 22 JUL 2013
The Australian Securities and Investments Commission (ASIC) has obtained orders to freeze the assets of the 15 defendants in the legal proceedings against Wickham Securities executives. The defendants include eight companies related to Wickham founder ...

Grandfathering uncertainty already affecting businesses

LAURA MILLAN  |  MONDAY, 22 JUL 2013
Dealer groups are already feeling the consequences of the uncertainty around the grandfathering provisions within the new Future of Financial Advice (FoFA) regulations with planners hesitant to change licensees until the legislation is clearer. Synchron ...

IFM reveals start date for fee reduction

ALICE URIBE  |  MONDAY, 22 JUL 2013
Industry Funds Management (IFM) has set January 2014 as the start date for its expected, wide-ranging fee reduction. The fund manager which oversees $44 billion in assets first announced the Global Pricing Review in November 2011 and had planned to ...

Submit your SMILEYS 2014 entry now

STAFF WRITER  |  MONDAY, 22 JUL 2013

FPA outlines concerns on TASA submission to Treasury

LAURA MILLAN  |  MONDAY, 22 JUL 2013
More clarification over the definition of 'tax advice' and requirements for training is needed in the amendments to the Tax Agent Services Act (TASA) 2009 the Financial Planning Association (FPA ) said in a submission to Treasury. FPA argued that "there ...