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Showing 9871 - 9880 of 18276 results for "Plan"

Adviser "enshrinement" bill passes through lower house

ALICE URIBE  |  WEDNESDAY, 29 MAY 2013
The House of Representatives has passed the Corporations Amendment (Simple Corporate Bonds and Other Measures) Bill 2013 with amendments to enshrine the terms 'financial adviser' and 'financial planner' in law. Currently under the C orporations Act ...

Direct insurance not a competitor of retail: Zurich

LAURA MILLAN  |  TUESDAY, 28 MAY 2013
... direct insurance is cheaper than retail insurance is misleading," Dunkerley said after the release yesterday of research by Plan For Life that suggested that direct insurance is starting to compete for retail market share, with similar and cheaper products. ...

Planners must advise people, not portfolios

LAURA MILLAN  |  TUESDAY, 28 MAY 2013
Financial planners need to focus on their soft skills to address clients' problems, as they keep in mind that they servicing not just portfolios, but people, trusted advisers say in new research. The research by the Association of Financial Advisers ...

Deposits from adviser market boost ME Bank deposits

MARK SMITH  |  TUESDAY, 28 MAY 2013
Deposits from the adviser market have contributed to significant growth in customer deposits with ME Bank. The bank has tripled its deposit book to about $7 billion over the last three years to April 2013. ME Bank general manager network sales and relationships ...

Direct insurance races for advised market share

LAURA MILLAN  |  MONDAY, 27 MAY 2013
... of the market share, right behind non-aligned dealers, which hold 36.1% market share, according to the early results of a Plan For Life analysis of the direct insurance market in 2013. Aligned dealers and insurance issued by banks fall far behind from ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
More than a third of financial advisers say they do not yet have software which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter ...

MFAA offers new SMSF training programs

JAMES FERNYHOUGH  |  MONDAY, 27 MAY 2013
The Mortgage & Finance Association of Australia (MFAA) will launch three new self-managed superannuation fund (SMSF) training programs for credit advisers. The programs aim to improve participants' understanding of their role in setting up Limited Recourse ...

Paragem FUA reaches $1.9bn after new mergers

LAURA MILLAN  |  FRIDAY, 24 MAY 2013
Paragem Australian Financial Services Licence (AFSL)'s funds under advice (FUA) has reached $1.9 billion after three practices joined the group between May and June 2013. The practices are all fee-based and look after more than $280 million FUA, which ...

Tides to turn for Platinum: Neilson

ALICE URIBE  |  THURSDAY, 23 MAY 2013
Platinum Asset Management's (Platinum) chief executive Kerr Neilson is confident that the fund will be able to turn around a period of underperformance in its flagship International Fund, saying that the current state of the market has turned to favour ...

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
Wealth management group netwealth's advice group has moved its operations on the back of an announcement earlier this month that the wider netwealth group's funds under management had hit the $4 billion mark. netwealth Advice Group (NAG)'s advice operations ...