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Showing 1351 - 1360 of 10928 results for "Planning"

UniSuper appoints new head of advice

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2022
... about a year and was previously general manager of MLC Advice for over two years. He is also a former head of financial planning for AMP Financial Planning and Hillross. At UniSuper, he is responsible for education and guidance, and all kinds of financial ...

Advice fees jump 16% in FY22

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
Initial advice fees charged by financial advisers on a per advice document basis increased 16% in FY22 to $3315 from $2859 the previous year. According to the Padua Advice Fee Data Report, FY 2022 ongoing advice fees charged by advisers on a per advice ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
The wealth management group has launched CFS Elevate, a people and culture platform that aims to provide support for advice professionals across Australia. Designed in collaboration with financial advisers, CFS Elevate offers free training, networking ...

QAR could see 12% increase in insured Aussies

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
According to research commissioned by the Financial Services Council (FSC), the introduction of a scalable advice model for life insurance would see more than a million Australians have the life insurance cover they need. Research by NMG Consulting ...

AMP debuts hybrid retirement solution

ANDREW MCKEAN  |  TUESDAY, 18 OCT 2022
... like an account-based pension and the Age Pension. "The different options allow advisers and their customers to begin planning for retirement earlier, draw higher rates of retirement income and take advantage of superior tax and Centrelink strategies," ...

Koda Capital, Redwood merge

CASSANDRA BALDINI  |  TUESDAY, 18 OCT 2022
Koda Capital (Koda) is expanding into the Perth market through a merger with Redwood Wealth Alliance. In bringing the two businesses together, Redwood will become part of the broader Koda professional partnership. Some Redwood staff will hold equity ...

Hejaz launches Sharia-compliant ETFs

CHLOE WALKER  |  MONDAY, 17 OCT 2022
... towards our goal of providing high-performing, ethical financial products to Australian Muslims, he added. "Hejaz is also planning to launch a third ETF before the end of the year, providing retail investors with greater access to the Hejaz Income Fund ...

ASIC dishes out permanent ban to 'lifestyle' adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... Advisers until its AFSL was cancelled in July 2018. Then, more than a year later, he became licensed by Interprac Financial Planning before ceasing in May 2020. The regulator said it found his conduct "demonstrated that he was not a fit and proper person ...

Nuveen hires APAC natural capital head

CHLOE WALKER  |  TUESDAY, 11 OCT 2022
... Coca Cola Amatil as the director of growth and collaboration, leading strategy, innovation, and integrated commercial planning. Hermanson currently serves on the board of directors at Australian Farm Institute and AgSafe Australia. Commenting on Hermanson's ...

AZ NGA appoints head of business improvement

CASSANDRA BALDINI  |  MONDAY, 10 OCT 2022
... newly created role. Previously, Wood has held general manager, practice manager positions at several boutique financial planning businesses including Fruition Wealth and Bright Wealth. She will report to AZ NGA chief operating officer Graham McGeagh ...