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Showing 9981 - 9990 of 18276 results for "Plan"

ASIC delays start date for advisers exam

LAURA MILLAN  |  THURSDAY, 11 APR 2013
The Australian Securities and Investments Commission (ASIC) has delayed the implementation of a national examination for financial advisers. ASIC said that the objective is to allow appropriate time for other reforms to be implemented in the financial ...

PIS award financial adviser of the year

LAURA MILLAN  |  THURSDAY, 11 APR 2013
The Professional Investment Services (PIS) announced the nine winners of its annual awards, which include Financial Adviser of the Year, Risk Adviser of the Year and Practice of the Year. Troy Theobald, from Robina Financial Solutions, was awarded Financial ...

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
Financial planners must expand their skill set to offer advice on linking self managed superannuation funds (SMSFs) to other business structures SMSF Professionals' Association of Australia (SPAA) membership and business development director Richard ...

Bissaker sets sights on Big Four market share

MARK SMITH  |  THURSDAY, 11 APR 2013
New head of Virgin Money Australia (VMA) Brian Bissaker said the tie-up with Bank of Queensland (BOQ) would lay the ground for an assault on the Big Four bank's market share. Bissaker told Financial Standard there would be significant additional investment ...

ASIC accepts enforceable undertaking from City Index

LAURA MILLAN  |  WEDNESDAY, 10 APR 2013
... undertaking from City Index Australia (CIA), which will appoint an independent expert to review the business and develop a plan to rectify the deficiencies. The independent expert is to report regularly to ASIC for the next 18 months, a move prompted ...

EQT creates private wealth management role

LAURA MILLAN  |  WEDNESDAY, 10 APR 2013
Equity Trustees has created the role of national manager of advice and personal services and appointed Julie Foster, as part of its expansion of the private wealth services business. Foster will be responsible for Equity Trustees advice services, including ...

ETFs boom on SMA model portfolios

MARK SMITH  |  WEDNESDAY, 10 APR 2013
Exchange-traded fund (ETF) holdings on OneVue's unified managed account (UMA) platform have tripled in the last nine months, new data shows, and migration to model portfolios highlights greater investor sophistication. The spike on OneVue's platform ...

Centric Wealth recalibrates advice through newly-formed board

ALICE URIBE  |  WEDNESDAY, 10 APR 2013
Centric Wealth gives its clients a chance to voice their concerns and priorities in a more structured manner through a newly-formed client advisory board. And despite ongoing industry discussion about fees, the first meeting of the Centric Wealth client ...

Canadian pension funds flock to Aussie infra

MARK SMITH  |  TUESDAY, 9 APR 2013
... clients include Alberta Investment Management Corporation (AIMCO), CPP Investment Board and the Ontario Teachers Pension Plan (OTPP). OTPP has been an investor in Australian infrastructure for some years now. The pension fund made headlines in 2011 when ...

Platforms press on in advice battleground

ALICE URIBE  |  TUESDAY, 9 APR 2013
The role of platforms in driving planning practice costs down will only get bigger after research shows that despite the growth of self-directed and off-platform investing, the lion's share of assets under advice will remain on-platform. Scott Durbin ...