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Showing 9741 - 9750 of 18276 results for "Plan"

Corporate super advisers see revenue decline under FoFA

LAURA MILLAN  |  THURSDAY, 4 JUL 2013
The survival of corporate superannuation advice is at stake after the recent Future of Financial Advice (FoFA) and MySuper regulatory changes have made it difficult for advisers to secure revenue. Corporate super advisers provide tendering services ...

Lifewise joins independent dealer group

LAURA MILLAN  |  THURSDAY, 4 JUL 2013
Queensland-based Lifewise Wealth Protection has joint non-aligned dealer group Synchron. Lifewise has 2,000 clients and its owner and managing director Chris Kelaart made the decision to join Synchron when he realised that "despite Lifewise now having ...

Former ING DIRECT BDM joins EBX

MARK SMITH  |  THURSDAY, 4 JUL 2013
Former ING DIRECT national business development manager Carolan Ibbotson has joined Endowment Bond Exchange (EBX) as senior business development manager. Ibbotson will manage the marketing of Endowment Bond Exchange to advisory practices in Queensland ...

HUB24 platform adds two dealer groups

LAURA MILLAN  |  THURSDAY, 4 JUL 2013
Investorfirst has added two new independent dealers to its HUB24 investment platform, which now has 42 financial planning groups. Melbourne-based Unison Financial Group and Sydney-based New World Financial Advisers have been the latest dealer groups ...

FoFA still in need of changes: industry

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
After the effort by the industry to comply with the Future of Financial Advice (FoFA) regulation, the organisations representing the financial services sector are asking for adjustments to FoFA. The Financial Services Council (FSC) specified that the ...

ISN welcomes new National Infrastructure Plan

JAMES FERNYHOUGH  |  WEDNESDAY, 3 JUL 2013
The Industry Super Network (ISN) has welcomed the release of Infrastructure Australia's National Infrastructure Plan, saying it will increase private investment opportunities in infrastructure - in particular for industry superannuation funds. The aim ...

More than 8,000 advisers using IRESS XPLAN

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
More than 8,000 advisers have opted for IRESS' XPLAN-CommPay solution to meet the Fee Disclosure Statement (FDS) requirements brought in by the Future of Financial Advice (FoFA) reforms, the software provider has said. According to IRESS, the 'vast ...

Industry welcomes grandfathering extension

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
The Association of Financial Advisers (AFA) has welcomed the Senate approval of the grandfathering regulation, one of the last pending aspects of the Future of Financial Advice (FoFA) regulation. The Senate vote has given the industry 12 more months ...

IPA issues FoFA aligned draft standard

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
The Institute of Public Accountants (IPA) has issued a draft document for a financial planning services standard alternative to the current APES 230, the standard for financial advice services by the Accounting Professional and Ethical Standards Board ...

Wilson HTM MD resigns on securities buyout plans

ALICE URIBE  |  TUESDAY, 2 JUL 2013
Wilson HTM Investment Group Ltd (Wilson HTM) managing director Andrew Coppin has resigned after the board saw a conflict of interest in his proposal to buy out the company's security business. The board agreed that any buy out would be inappropriate ...