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Showing 9901 - 9910 of 18276 results for "Plan"

Enshrinement of "financial planner" closer to becoming law

MARK SMITH  |  THURSDAY, 16 MAY 2013
The terms "financial planner" and "financial adviser" took a step closer to being enshrined in law after a Parliamentary Joint Committee (PJC) was asked to provide a report on the issue. With the Coalition confirming they would not oppose the bill ...

Advice proposition props up mortgage broker market share

MARK SMITH  |  THURSDAY, 16 MAY 2013
A focus on providing customers with tailored advice has helped the mortgage broking industry retain its market share in the face of strong competition from the lending market, according to Mortgage & Finance Association of Australia (MFAA) chief executive ...

ASIC sends warning to property spruikers

JAMES FERNYHOUGH  |  THURSDAY, 16 MAY 2013
The Australian Securities and Investment Commission (ASIC) has revoked the credit licence of Money Choice Pty Ltd after an investigation found the company had failed to comply with credit laws. The Melbourne-based company's director, Matthew George ...

Study highlights honesty of LinkedIn users

JAMES FERNYHOUGH  |  WEDNESDAY, 15 MAY 2013
Only 24% of financial services execs regard information posted on LinkedIn as trustworthy, according to a study released this week. The study, carried out by recruitment agency Robert Half, polled 150 chief executives and finance directors in Hong Kong. ...

ASIC drops charges against Westpoint directors

MARK SMITH  |  WEDNESDAY, 15 MAY 2013
Proceedings against former Westpoint directors Norman Carey and Graeme Rundle have collapsed after the regulator discovered a surprise document, two weeks into the trial. The Australian Securities and Investment Commission (ASIC) said it had disclosed ...

Market Wrap PM

AAP  |  WEDNESDAY, 15 MAY 2013
The Australian market has opened higher due to strong overseas leads and the falling Australian dollar. IG market strategist Evan Lucas said the local market was off to a positive start after Wall Street and European market posted strong gains overnight ...

Budget gets nod of approval from industry bodies

JAMES FERNYHOUGH, MARK SMITH  |  WEDNESDAY, 15 MAY 2013
... super policy changes announced in April, these measures are relatively minor and provide some certainty for people wanting to plan for their retirement. On balance, there are more winners than losers," he said. Deloitte superannuation tax partner John ...

Equipsuper focuses on 'member experience'

JAMES FERNYHOUGH  |  WEDNESDAY, 15 MAY 2013
Equipsuper has created a new role to manage the company's growing relationship with Mercer. Justin McMinn will fill the newly-created position, assuming the title 'member retention and experience manager'. EquipSuper outsources its member administration ...

Five new funds added to FirstChoice platform

MARK SMITH  |  TUESDAY, 14 MAY 2013
Colonial First State (CFS) has added five new investment options to its FirstChoice investment platform. The new funds, available from 11 June, include: PIMCO Global Bond, Acadian Global Managed Volatility Equity, Colonial First State Global Resources ...

Arena to list childcare fund on the ASX

LAURA MILLAN  |  TUESDAY, 14 MAY 2013
Arena Investment Management (Arena) is intending to raise $75 million of new equity in its childcare fund and is planning to list it on the Australian Securities Exchange (ASX). The fund, which has been renamed Arena REIT, was established in 2003 as ...