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Showing 1601 - 1610 of 4064 results for "Financial planning"

Colchester receives Lonsec and Zenith rating

KERRIE SYDEE  |  MONDAY, 21 MAR 2016
... consultant support." "We are responding to our clients' interest in us making our capabilities available to the financial planning segment via platforms. We're very excited about the prospects for our expansion into this market and now also have the ...

FPA supports "bitter harvest" recommendations

ALEX BURKE  |  FRIDAY, 18 MAR 2016
The Financial Planning Association has come out in support of the Senate Economics References Committee's recommendations for stronger ASIC penalties and redefining the term "general advice". FPA chief executive Dante De Gori said that the FPA "recognises ...

HUB24 signs white label deal with Lifespan

ALEX BURKE  |  MONDAY, 14 MAR 2016
HUB24 has announced a white label partnership with Lifespan Financial Planning. The agreement means HUB24 will now provide investment administration and managed portfolio services for the $1.5 billion advice network, which employs 140 authorised representatives ...

HUB24 hires regional manager from BT

MARK SMITH  |  THURSDAY, 10 MAR 2016
... activities in South Australia and Victoria. Prior to joining HUB24, Newman was BT Financial Group's head of financial planning for WA, SA and NT. He also held a number of roles across the wealth management and banking industry, including general manager ...

AZ NGA acquires third CBA practice

ALEX BURKE  |  FRIDAY, 4 MAR 2016
... with a progressive ten-year buyback. "We are delighted to welcome Wealthwise into the AZ NGA family of quality financial planning firms," said AZ NGA chief executive Paul Barrett. "Jamie, Sheila and the team have always been at the forefront of the financial ...

ANZ Wealth alternatives head departs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
... see ANZ Private Bank reporting to ANZ group executive Australia Fred Ohlsson and distribution (including ANZ Financial Planning) moving under retail distribution and reporting to managing director, retail distribution Catriona Noble. Insurance, superannuation ...

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... benefits in seeking advice for both their super and non-super related investments. "UniSuper runs a comprehensive financial planning business, with an extensive Approved Product List that allows our advisers to provide complete advice across superannuation ...

Joyce Phillips leaves in ANZ restructure

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... specifically, ANZ Private Bank will report to ANZ group executive Australia Fred Ohlsson; distribution (including ANZ Financial Planning) will move under retail distribution and report to managing director, retail distribution Catriona Noble. Wealth ...

New FPA chief steps up

ALEX BURKE  |  TUESDAY, 1 MAR 2016
The new Financial Planning Association's new chief executive has commenced his appointment, succeeding Mark Rantall. Formerly general manager of policy and conduct since 2010, Dante De Gori was announced as Rantall's successor in November 2015; and ...

Fiducian reports solid funds under management growth

MARK SMITH  |  MONDAY, 22 FEB 2016
... three key, but separate revenue-generating business activities: platform administration, funds management and financial planning," Fiducian Group founder and managing director Indy Singh said. "Accounting/Business Services and IT are the other two business ...