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Showing 1061 - 1070 of 6473 results for "September"

Retirees freed from legacy products

ANNABELLE DICKSON  |  TUESDAY, 11 MAY 2021
... market-linked, life-expectancy, lifetime pension and annuity products from any provider which were commenced prior to 20 September 2007, including self-managed super funds. Throughout this amnesty, individuals will be able to exit their existing product ...

New India fund eyes HNWs

KARREN VERGARA  |  TUESDAY, 11 MAY 2021
... given priority of the vaccine rollout, he said. The fund manager's flagship India Avenue Equity Fund launched in September 2016 and holds about $47 million in assets. India Avenue, which is the only fund manager in Australia that focuses solely on ...

Chief economist update: Bad news is good news is back

BENJAMIN ONG  |  MONDAY, 10 MAY 2021
... addition, the Wall Street Journal "observes average unemployment recipient receiving federal enhancement (which continues to September) earns above the $15/hr federal minimum wage". Voice of America says: "The federal government is continuing to make ...

Morningstar appoints director

KANIKA SOOD  |  FRIDAY, 7 MAY 2021
... director of manager selection services, to work alongside Tim Murphy and Matt Wilkinson. Ramrakha joined Morningstar in September 2018 and has previously worked as Commonwealth Bank's executive manager of research and BT Financial Group's head ...

Global institute launches free expat advice resources

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
... who want to service Australian expatriates. The Global Financial Planning Institute (GFPI), which was established in September 2019, provides educational resources such as tax, retirement and estate planning for advisers to help clients whose financial ...

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
... signature while a representative of ANZ. Lee represented Infocus between 5 June 2010 and 15 June 2017, and ANZ between 19 September 2017 and 19 November 2018. She is no longer providing financial advice. "Financial advisers must act with honesty and ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... opportunities." Matthews Steer Accountants and Advisors, a Melbourne-based wealth management firm, joined the network in September 2020.

Chief economist update: A date with the RBA in July

BENJAMIN ONG  |  WEDNESDAY, 5 MAY 2021
... purchases following the completion of the second $100 billion of purchases under the government bond purchase program in September." July is the month when the RBA decides to maintain QE or taper QE or increase QE. RBA governor Philip Lowe's statement ...

Milford hires from Macquarie

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... Marissa Rossi to head of sustainable investments and Jason Kururangi to senior analyst in the Australian equities team. In September 2020, Brooks joined to head up the Australian business. She was previously chief distribution officer, life and investments ...

Former Australian Unity adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 29 APR 2021
... joined in July 2016 and departed in April 2019. From April 2019 Chan was licensed by Infocus before finishing up in September of last year. Prior to Australian Unity, Chan was an authorised representative of Grant Thornton Wealth Advisory from October ...