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Showing 9891 - 9900 of 18276 results for "Plan"

PIPA suspends Money Choice director

JAMES FERNYHOUGH  |  MONDAY, 20 MAY 2013
Property Investment Professionals of Australia (PIPA) has suspended Money Choice director Matthew George after it was found he had failed to comply with credit laws. The Australian Securities and Investment Commission (ASIC) last week banned George ...

Melbourne-based BDM joins Morningstar

STAFF WRITER  |  MONDAY, 20 MAY 2013
Morningstar Australasia has appointed Guy Callaghan as Melbourne-based business development manager to further enhance the firm's sales and client relationship management efforts. "We're working with an increasing number of dealer groups, brokers, institutions ...

Technology drives US client adviser loyalty

ALEX DUNNIN  |  MONDAY, 20 MAY 2013
Most advice clients are much more loyal to their advisers than the firm they represent, and the way highly regarded advisers use technology is a major driver of this loyalty, reveals a US study. The 'Proving your Worth: Uncovering the Traits of the ...

Quo vadis dollar-A?

BENJAMIN ONG  |  MONDAY, 20 MAY 2013
Aussie! Aussie! Aussie! Dive! Dive! Dive! You've heard the news - our very own currency is top of the pops no more, it's made one hell of celebrity splash over the past week as it fell below parity against the big dollar and continued to head down ...

MoneySmart list of unlicensed companies approaches 700

MARK SMITH  |  FRIDAY, 17 MAY 2013
The number of unlicensed companies listed on the Australian Securities and Investments Commission (ASIC)'s online financial literacy website, MoneySmart, has grown to 696. China Environment Group Limited (CEG), based in the British Virgin Islands, has ...

Planner numbers drop on FoFA changes

ALICE URIBE  |  FRIDAY, 17 MAY 2013
Overall numbers of financial planners have dropped by 2% from a 2012 high point of 18,545 in 2012 according to recent Rainmaker research. According to the research there are currently 18,096 planners in Australia, with a loss of 450 from 2012. "On the ...

FPSA makes senior appointment

JAMES FERNYHOUGH  |  FRIDAY, 17 MAY 2013
netwealth has appointed of Lisa Faferko as Financial Planning Services Australia (FPSA) head of licensee operations. In March this year FPSA came under the umbrella of netwealth Advice Group, alongside Pathway Licensee Services and Bridgeport Financial ...

Coalition super plan to harm retirees, low income earners

ALICE URIBE  |  FRIDAY, 17 MAY 2013
... it won the next election. Garcia also questioned the Coalition's commitment to compulsory superannuation. Under Abbott's plan the SG would not reach 12% until 2021/22 he said. "What could be more adverse than delaying the super increase," Garcia said. ...

Retirement objective is income not performance

ALEX DUNNIN  |  THURSDAY, 16 MAY 2013
... week to lead a PIMCO retirement incomes roundtable, said, "investment performance is often the least important factor for plan sponsors when designing their retirement schemes." Building investment portfolios capable of meeting retirement objectives ...

Suncorp Advice appoints practice development manager

MARK SMITH  |  THURSDAY, 16 MAY 2013
Suncorp Advice has appointed Michael Frawley as practice development manager for Suncorp's self-employed advisory channel in Queensland. Based in Brisbane, Frawley is responsible for partnering with Suncorp-licensed advisers in Queensland to help them ...