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Showing 121 - 130 of 213 results for "M2 Group"

Retiree 4pct drawdown limits too high

ALEX DUNNIN  |  TUESDAY, 11 MAR 2014
New research released by the Financial Services Institute of Australia (Finsia) reveals that the standard 4% retirement income drawdown may be too high and inadvertently result in retirement funds running out too quickly. The research is detailed in ...

Advice insto ownership steps up post GFC

ALEX DUNNIN  |  MONDAY, 11 NOV 2013
One-quarter of financial advisers are in licensees that have changed ownership since the GFC and 80% of affected advisers have gone into advice groups owned by the big six bancassurance groups, reveals the 2013 Rainmaker Financial Planning Report. "The ...

EWM Group launches new philanthropy division

MARK SMITH  |  THURSDAY, 31 OCT 2013
Queensland-based multi-family office EWM Group has established a new philanthropic division to cater for the ever-increasing giving needs of Australian high net worth clients. The group said it is preparing for "an historic transfer" of wealth to the ...

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
Boutique platform group Wealthtrac has launched a mobile device application focused on self managed super that even facilitates fund establishment while mobile. Wealthtrac managing director, Matthew Johnson, said, "Our cloud-based SMSF platform brings ...

Market Wrap AM

AAP  |  TUESDAY, 30 JUL 2013
The Australian share market is set for a flat start after overseas markets lost ground as investors wait for major economic news coming out of the US later in the week. The September share price index futures contract is up four points at 5,014. In ...

HUB24 platform adds two dealer groups

LAURA MILLAN  |  THURSDAY, 4 JUL 2013
Investorfirst has added two new independent dealers to its HUB24 investment platform, which now has 42 financial planning groups. Melbourne-based Unison Financial Group and Sydney-based New World Financial Advisers have been the latest dealer groups ...

Robbie Bennetts takes stake in Beacon

MARK SMITH  |  THURSDAY, 27 JUN 2013
Former Professional Investment Services (PIS) managing director Robbie Bennetts will take a stake in recently formed independent dealer group Beacon Financial Group. He will provide the firm access to tools developed by his consultancy business Robbie ...

KordaMentha appointed trustee to LM fund

LAURA MILLAN  |  TUESDAY, 16 APR 2013
The Supreme Court of Queensland has appointed KordaMentha and its affiliate firm, Calibre Capital Limited, as joint trustees of the LM Managed Performance Fund (LMPF). The Fund is the second largest mortgage investment fund in the LM group and has raised ...

US pension fund pulls gun investments

MARK SMITH  |  MONDAY, 21 JAN 2013
California State Teachers Association Retirement System (Calstrs), a $154 billion US pension fund, looks set to pull its investments in gun manufacturers in light of the recent mass shooting at Sandy Hook. California Treasurer and board member Bill ...

Advisers risk wasting 2013: van Eyk Advice

BEN COLLINS  |  WEDNESDAY, 12 DEC 2012
Instead of preparing for an onslaught of regulatory change, Australian financial planning businesses are in danger of wasting next year, van Eyk Advice has warned. 'Grandfathering' provisions in the federal government's Future of Financial Advice (FoFA) ...