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Showing 1191 - 1200 of 10928 results for "Planning"

TAA urges active recruitment for industry sustainability

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
The Advisers Association (TAA) is urging the industry to proactively attract more entrants to the profession, starting by working closely with universities and education providers. TAA chief executive Neil Macdonald said advisers should think laterally ...

Advice group chief fakes exam result, banned

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
The chief executive of a North Sydney financial advice group is permanently banned by ASIC for faking his Financial Adviser Exam results. In December 2021, Bluepoint Consulting chief executive and co-founder Todd Karamian altered the result on his Financial ...

Merricks Capital funds $465m Sydney development

CASSANDRA BALDINI  |  THURSDAY, 16 MAR 2023
... have worked closely with the Milligan Group and other stakeholders to reduce the risk of the project through positive planning outcomes, a clear pathway to repayment of our facility and the construction of a world class office building."

Australian Ethical adds to leadership team

CASSANDRA BALDINI  |  TUESDAY, 14 MAR 2023
... on the NSW Minister for Environment & Heritage James Griffin to intervene. "Neither Lendlease or the NSW Department of Planning & Environment has given the public meaningful information about the proposed koala corridors at Mt Gilead, and we have serious ...

CALI hires policy director from FPA

KARREN VERGARA  |  TUESDAY, 14 MAR 2023
The Council of Australian Life Insurers has welcomed the former policy head of the Financial Planning Association of Australia to its leadership ranks. Ben Marshan will join CALI on March 27 as director of policy and industry affairs, following an announcement ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
ASX-listed firm CountPlus will acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. ...

Advice firms trading at premium: Broker

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... business complex given the co-location and sharing of infrastructure and resources, the report read. Large financial planning businesses in both city and regional areas that earn $3 million or more in revenue and are not co-located with the buyer can ...

FPA voices concern on proposed CSLR, FAR laws

ANDREW MCKEAN  |  FRIDAY, 10 MAR 2023
The Financial Planning Association of Australia (FPA) has voiced concerns over the proposed Compensation Scheme of Last Resort (CSLR) and Financial Accountability Regime (FAR) legislation. While acknowledging the positive impact of an effective CSLR ...

Review of managed investment schemes kicks off

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2023
... which was once again introduced to Parliament just yesterday. This will come as a blow to the likes of the Financial Planning Association of Australia which last year welcomed the commitment to reviewing the MIS framework and highlighted the need for ...