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Showing 9831 - 9840 of 18276 results for "Plan"

EQT appoints Australian equities head

MARK SMITH  |  WEDNESDAY, 12 JUN 2013
Former Wallara Asset Management co-founder has resurfaced at Equity Trustees Limited (EQT) as head of Australian equities. Dr Kasian has more than 25 years experience in the financial services industry in asset management and senior executive roles. ...

Macquarie Wrap launches FDS

LAURA MILLAN  |  WEDNESDAY, 12 JUN 2013
Macquarie Wrap has launched a fee disclosure statement (FDS) functionality ahead of the start of the Future of Financial Advice (FoFA) reforms. The new functionality allows advisers to customise their statement to align with the services they provide ...

PJC to hold TASA hearing tomorrow

LAURA MILLAN  |  TUESDAY, 11 JUN 2013
The Parliamentary Joint Committee (PJC) on Corporations and Financial Services will hold its first hearing on the amendment of the Tax Agent Services Act (TASA) tomorrow. The inquiry will be held in Sydney and is scheduled to start at 2.15 pm. The PJC ...

ASIC continues proceedings against Wellington Capital

LAURA MILLAN  |  TUESDAY, 11 JUN 2013
The Australian Securities and Investments Commission (ASIC) has taken a new step on its legal proceeding against Wellington Capital, the responsible entity of the Premium Income Fund (PIF) in the Federal Court of Australia. The Court considered that ...

Employed advisers could face $200k liability under FoFA

JAMES FERNYHOUGH  |  TUESDAY, 11 JUN 2013
Employed financial advisers will be personally liable for serious breaches of the Best Interests Duty if they are authorised representatives (ARs), according to Charmian Holmes, solicitor director at The Fold Legal (the Fold). Once the Future of Financial ...

Lonsec and Milliman partner for post-retirement research

MARK SMITH  |  TUESDAY, 11 JUN 2013
Investment research house Lonsec and global actuarial and consulting firm Milliman have launched an initiative to focus on the changing retirement income landscape in Australia. Lonsec head of investment consulting Lukasz de Pourbaix said the investment ...

ASIC bans former CEO for 'misleading activities'

JAMES FERNYHOUGH  |  FRIDAY, 7 JUN 2013
Murray John Priestley, former chief executive of Lifestyle Group, has been banned from providing financial services for three years. The Australian Securities and Investments Commission (ASIC) found that Priestley had misled a client, when he guaranteed ...

IFM to cut fees after pricing review

ALICE URIBE  |  FRIDAY, 7 JUN 2013
Industry Funds Management (IFM), which oversees $44 billion in assets, is ready to set a date for its wide-ranging fee reduction, almost two years after announcing a pricing review. The Global Pricing Review was first announced in November 2011 and ...

Austock Life appoints national sales manager

LAURA MILLAN  |  FRIDAY, 7 JUN 2013
Austock Life has appointed a national sales manager to build a business development team and focus on adviser support. New national sales manager will be Tony Gobbo, a sales and distribution manager with over 25 years of experience in building and managing ...

Market Wrap AM

AAP  |  FRIDAY, 7 JUN 2013
... 12,904.02, extending an almost four per cent decline on Wednesday due to disappointment at Prime Minister Shinzo Abe's latest plan to boost the economy. Hong Kong lost 1.05 per cent, or 230.81 points, to close at 21,838.43, while Shanghai was down 1.27 ...