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Showing 101 - 110 of 457 results for "Achievement"

CountPlus firm completes tuck in acquisition

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... $1.09 million for the stake made up of an initial payment and the remaining balance due in 12 months based on the achievement of minimum revenues. As a result of the acquisition, Stirling director Erich Pederson will transition to Bentleys as a principal. ...

New heatmap shames trustees

KARREN VERGARA  |  FRIDAY, 18 DEC 2020
... reduced their total fees and costs by an average of $166 per annum and two have exited the industry. Despite this achievement, APRA still has to nag a number of trustees about respecting reporting deadlines. "This week we issued final warning letters ...

Gwen Fletcher Award winner named

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... positive changes his skills can make. FPA chief executive Dante De Gori said: "I would like to congratulate Jacob on his achievement and to formally recognise his ongoing commitment to Gwen's legacy of improving the financial planning profession through ...

WA Super provides merger update

JAMIE WILLIAMSON  |  MONDAY, 2 NOV 2020
WA Super has updated members on its planned merger with Aware Super, confirming its solutions will transfer on December 3. Members of WA Super have been notified their membership with Aware Super will commence from December 4, with their accounts to ...

CFS Investments chair to retire

KARREN VERGARA  |  FRIDAY, 30 OCT 2020
The chair of Commonwealth Bank's Colonial First State Investments and Avanteos Investments will retire at the end of year. Anne Ward will finish up her eight-year term as non-executive director and chair at the end of December 2020. The group is ...

FS Power50 revealed

STAFF WRITER  |  MONDAY, 26 OCT 2020
... less than five years. "To make it on to this list is no mean feat and all that are featured should be proud of their achievement," Williamson said. "At a time when so much focus is on the impact of industry change and diminishing adviser numbers, Financial ...

APRA highlights heatmaps success

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 OCT 2020
... members. This drove several new APRA initiatives, including the publication of the MySuper heatmaps. "Another major achievement during the year was the publication of the MySuper heatmaps aimed at improving transparency, lifting industry practice and ...

Boutique wealth firm chief steps down

KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
The chief executive of a boutique advice firm has stepped down after 12 years at the helm and his successor has been named. Stanford Brown announced Jonathan Hoyle has been replaced by Vincent O'Neill, who is currently the director of the private ...

Industry fund doubles down on fee cuts

ELIZA BAVIN  |  THURSDAY, 1 OCT 2020
... 2017, total fees were $538 so Vision Super said reducing that to $463 in just three years represents a substantial achievement. The total fees on a $50,000 balance for Vision Personal - Sustainable balanced option - the lowest cost sustainable balanced ...

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
The Financial Planning Association of Australia has announced a new category in its annual FPA Awards, set to recognise members who have used technologies in innovative ways to deliver advice. The FPA Advice Innovation Award has been introduced to highlight ...