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Showing 131 - 140 of 239 results for "Elder"

PROFILE: Metlife chief executive Deanne Stewart

KERRIE SYDEE  |  FRIDAY, 22 JUL 2016
A born leader, Deanne Stewart, chief executive of MetLife Australia, has both a love of numbers and desire to help others, two things that have driven her commitment to creating change in the financial services industry. Stewart says she has always ...

Elders adds fifth practice

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
Elders Financial Planning (EFP) has added its fifth practice and has welcomed a new regional financial adviser. Stephen Clark has joined Border Region Financial Services, a corporate authorised practice in the Kyogle region of New South Wales. Border ...

Elders transformation brings new light to the group

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
Dealer group Elders Financial Planning (Elders) has emerged from a six month transformation, a realignment the group hopes will attract more advisers to the Elders network. A joint venture company (Elders 49%, ANZ 51%), Elders Group have one the largest ...

Advice bodies at odds over professional standards

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) present stark differences in opinion over professional standards in their latest submissions to Treasury, suggesting there's a long road ahead for the wavering ...

Family office patriarchs need to know when to let go

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
... adding value to the family enterprise without undermining the autonomy of its new leaders?" He noted that taking on an "elder" role within the family office doesn't necessarily entail relinquishing autonomy or control entirely: "You will be fearful that... ...

National dealer group adds two advice firms

DARREN SNYDER  |  TUESDAY, 14 JUN 2016
Dealer group Elders Financial Planning is adding two firms to its national adviser business. Queensland-based Legacy Planning and Victoria-based Ellhan Financial Services have signed with the Elders dealer group. Legacy Planning owner and director JosA(C) ...

ASIC permanently bans ex-HSBC, ANZ planners

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
ASIC has permanently banned two financial advisers, one from HSBC and the other from ANZ. Tak Simson Kwok was employed by HSBC Bank Australia (HSBC) from 29 September 2009 to 16 December 2013 and was responsible for providing financial advice to HSBC ...

EQT managing director departs

ALEX BURKE  |  THURSDAY, 28 APR 2016
Equity Trustees' managing director has announced his resignation. Robin Burns joined EQT in 2010, having previously been chief executive of Equipsuper. Prior to that, he was general manager - corporate affairs at AXA Asia Pacific, chief executive - ...

Actuaries re-enter super housing debate

DARREN SNYDER  |  MONDAY, 14 MAR 2016
Unlocking wealth from the family home as a means to fulfill a greater retirement has again entered the public discourse. The Actuaries Institute has released a paper today that backs previous research suggesting the family home is not only a place to ...

Give first home buyers access to super: CEDA

LAURA MILLAN  |  TUESDAY, 1 SEP 2015
First home buyers should have access to their superannuation funds to purchase owner-occupied housing perhaps in return for the familiy home being counted in the pension assets test, the Committee for Economic Development of Australia (CEDA) has said. ...