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Showing 91 - 100 of 217 results for "Wise"

AMP Capital appoints new chair

KANIKA SOOD | FRIDAY, 8 JUN 2018

... Mizuho Financial Group, retiring from full-time roles in 2017. "I would like to thank Vanessa for her leadership of the board, wise counsel and tireless support for AMP Capital. I've enjoyed working closely with Vanessa to drive our business forward ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD | FRIDAY, 8 JUN 2018

... couple's company passed through various stages and they transitioned in retirement. As an example, while calculating if it was wise to claim a 50% active assets reduction nine years into the company's life when the couple aged 50 and 55, Bruce ...

Chief economist update: Wisdom of the crowd

BENJAMIN ONG | MONDAY, 21 MAY 2018

... performance over the past week shows the wisdom of the crowd thinks that the prolonged uncertainties and hostilities are well, not wise. Ben Ong is the Director of Economics and Investments at Rainmaker Group. He previously worked as a fund manager ...

Adviser disciplinary regime has holes: AFA

JAMIE WILLIAMSON | MONDAY, 14 MAY 2018

The Association of Financial Advisers concedes the existing disciplinary regime for financial advisers is largely ineffective due to a lack of communication between responsible parties. In its response submission to the Royal Commission the AFA said ...

Increasing SG is not the answer: O'Dwyer

KARREN VERGARA | THURSDAY, 5 APR 2018

Federal Revenue and Financial Services Minister Kelly O'Dwyer has rebuffed the Labor Party's push to raise the superannuation guarantee (SG), pointing out several reasons why this is not the only answer to help boost retirement savings. O'Dwyer told ...

US hedge fund slams Blue Sky

ALEX BURKE | THURSDAY, 29 MAR 2018

... Blue Sky funds and are charged irrespective of the performance of the underlying investment." "Because investors will soon wise up, we view Blue Sky's fee revenues as inherently unsustainable. In other cases, such as private equity, we present evidence ...

Pre-retirees confident about nest egg: Poll

KARREN VERGARA | MONDAY, 26 MAR 2018

Financial Standard's latest spot poll reveals its readers are fairly confident and optimistic they will have more than enough money upon retiring. More than half (60%) of respondents are confident they will not experience any financial shortfall. One-in-four ...

AZ NGA acquires Victoria practice

ALEX BURKE | WEDNESDAY, 15 NOV 2017

... NGA and are excited about the future for our staff and clients," Dunsford said. This acquisition follows AZ NGA subsidiary, Wise Planners, purchasing a $284 million client book from AFM Advisers. AFM was led by Haydon Skudder, who passed away in June ...

AZ NGA assets hit $6bn with latest acquisition

ALEX BURKE | THURSDAY, 2 NOV 2017

... subsidiary has acquired a $284 million client book, bringing the group's total assets under advice to more than $6 billion. Wise Planners, which AZ NGA acquired in 2015, bought the client book from AFM Advisers. AFM was led by Haydon Skudder, who passed ...

StatePlus partners for holistic retirement transition

KARREN VERGARA | TUESDAY, 24 OCT 2017

... help mature age workers transition seamlessly and holistically to retirement. The collaboration with Perth-based Life Time Wise, a practice that coaches baby boomers on financial, workforce and lifestyle planning, will help members and their employers ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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