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Showing 1361 - 1370 of 4097 results for "financial planning"

Aura appoints new head of distribution

ALEX BURKE  |  THURSDAY, 10 AUG 2017
Having recently boosted its financial planning network through an acquisition, Aura Group is also welcoming a new head of distribution. Chris Faddy joined Aura in May from Vantage Point Asset Management, where he was head of distribution and client ...

Intiger seeks global scale with leadership change

JAMIE WILLIAMSON  |  WEDNESDAY, 9 AUG 2017
A management reshuffle at financial planning software provider Intiger Group will see its managing director renew focus on the global business' expansion plans. Following the successful launch of its BOOM platform, Intiger has announced that founder ...

First home super scheme may not make it to parliament in 2018

EMMA RAPAPORT  |  TUESDAY, 8 AUG 2017
... with the Bill (currently before Parliament) which proposes to enshrine an objective of superannuation." The Financial Planning Association has similarly provided reserved feedback, using their submission to treasury to warn of the risks of unintended ...

FinaMetrica merges with global software provider

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
Australian-based risk specialist FinaMetrica has merged with a Canadian investment and financial planning software provider. Having already collaborated for more than a decade, Toronto-based PlanPlus and FinaMetrica, under the umbrella of PlanPlus Global ...

Industry fund and wealth manager finalise integration

EMMA RAPAPORT  |  FRIDAY, 28 JUL 2017
... State Super to acquire StatePlus in March 2016 for a reported $1 billion, creating the largest member-owned financial planning network in Australia. The combined business will be responsible for the management of $84 billion, including the administration ...

Riding the retirement tidal wave

ALEX BURKE  |  TUESDAY, 25 JUL 2017
... future where people routinely live to 100 has significant implications for society - and more specifically financial planning, according to State Street Global Advisors head of portfolio strategists Asia-Pacific Jonathan Shead. Speaking at the inaugural ...

Adviser group expands national footprint

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
Boutique Sydney wealth management firm Affinity Group acquired a stake in a Brisbane financial planning practice, boosting its funds under advice to more than $500 million. Affinity bought 50% of Hillross Financial Services, a Brisbane-based firm established ...

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... conditions and performance. TFSA has since implemented a governance and compliance review and appointed former Financial Planning Association chief executive Mark Rantall as independent chair and former SMSF Owners' Alliance chair Bruce Foy as an independent ...

Industry fund expands executive team

EMMA RAPAPORT  |  WEDNESDAY, 12 JUL 2017
... more than 20 years' experience having previously held senior executive roles in wealth management, banking and financial planning organisations including St Andrews Australia and Aviva Australia. Mark Lyons will also commence in the role of executive ...

Countplus launches scholarship

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2017
ASX-listed financial planning dealer group Countplus launched an annual scholarship program for its senior leaders. Recipients of the Barry Lambert Harvard Business School Scholarship will undertake the 'Leading professional service firms' executive ...