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Showing 9851 - 9860 of 18276 results for "Plan"

US hedge funds abandon Europe on new regulations

MARK SMITH  |  TUESDAY, 4 JUN 2013
A number of large US hedge funds have scrapped plans to enter Europe and have put existing operations under review in response to new European regulation, the Financial Times has reported. Their retreat comes in response to the arrival of the Alternative ...

BT wins award for 'Your World' tool

JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
BT Financial Group (BTFG) Advice has won the Australian International Design Award for its 'Your World' tool. 'Your World' is a paper-based tool designed to create more engaging financial planning service experience for clients. "Much detail is required ...

Rubik to focus on boutique financial planning

LAURA MILLAN  |  MONDAY, 3 JUN 2013
Financial technology provider Rubik Financial will focus on the boutique financial planning space, following the acquisition of Visor Desktop financial planning software from Macquarie Banking and Financial Services Group. "We want to have both a boutique ...

FPA, AFA to lobby MPs for TASA delay

LAURA MILLAN  |  MONDAY, 3 JUN 2013
The main financial advice associations will lobby members of Parliament today to delay the approval of tax amendments to the Tax Agents Services Act (TASA), amendments they believe will negatively affect financial advisers. The bill is scheduled to ...

Government to hold public forums on Super Charter

JAMES FERNYHOUGH  |  MONDAY, 3 JUN 2013
... paper were: a post-retirement adequate income of 70 per cent of pre-retirement income; and provisions allowing people "to plan or adjust to superannuation policy changes with confidence." The Charter is in the process of being drawn up by the Charter ...

Trans-Tasman super rollovers exclude SMSFs

MARK SMITH  |  MONDAY, 3 JUN 2013
The government's finalised regulations have allowed superannuation rollovers between Australia and New Zealand but exclude self-managed super funds (SMSFs). From 1 July 2013 it will be possible to transfer retirement savings account proceeds between ...

APRA sets dates for ERF transitions

JAMES FERNYHOUGH  |  MONDAY, 3 JUN 2013
... licensees wishing to retain an ERF after 1 January 2014 must advise APRA by 15 July. Those that do not must prepare a transition plan to move member interests to a suitable authorised ERF. However, if no ERF can be identified for a particular member ...

Planning firms mispriced on knowledge blacks spots

MARK SMITH  |  MONDAY, 3 JUN 2013
A lack of knowledge among vendors is leading to disparities in the prices being paid for planning practices and client books, according to Chris Wrightson, director of specialist business adviser and broking firm Centurian Market Makers. According to ...

Banks shift gears on technology spend

LAURA MILLAN  |  MONDAY, 3 JUN 2013
After years of technology investment focused on developing infrastructure, banks and fund managers are pinning their hopes on better customer-centric IT solutions to gain market share. "Technology is going to be paramount for this industry," Colonial ...

AFS goes into liquidation

LAURA MILLAN  |  FRIDAY, 31 MAY 2013
The Australian Financial Services (AFS) Group has been placed into voluntary liquidation, according to the Australian Securities and Investments Commission (ASIC). The resolution to wind up the company was made yesterday by creditors. At the same time ...