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Showing 151 - 160 of 230 results for "July 15th"

Fastest growing planners book above 30pc growth

ELISE BURGESS  |  MONDAY, 16 AUG 2010
AFG Financial Planning, Senty Financial Services and Shadforth Financial are among the top 10 fastest growing financial adviser groups, all of which posted more than 30 per cent growth of adviser numbers each year over the past three years, Rainmaker ...

Top CEOs back statutory fiduciary duty for advisers

MICHELLE BALTAZAR  |  MONDAY, 9 AUG 2010
The country's top executives in financial services said that the Ripoll Inquiry recommendation to impose statutory fiduciary duty for financial advisers is the best way to improve the quality of advice, a survey shows. The Financial Services Council/PricewaterhouseCoopers ...

AMP rationalises super and pension prods

COMPANY RELEASE  |  THURSDAY, 20 MAY 2010
AMP Financial Services is cutting the number of superannuation products it provides from six to two - closing four superannuation and pension products with more than $34 billion in assets under management to new money from July. This means AMP SignatureSuper ...

AXA pushes for fee-for-service July deadline

MICHAEL HOBBS  |  THURSDAY, 6 MAY 2010
AXA is working with its financial planners to ensure they are compliant with its fee-for-service structure by July this year. Simon Wallace, general manager of advice and licensing at AXA, said the firm had been working with its financial planners for ...

FPA appoints Rantall to top job

MICHAEL HOBBS  |  WEDNESDAY, 5 MAY 2010
The Financial Planning Association (FPA) has appointed former Godfrey Pembroke managing director, Mark Rantall, as chief executive. Rantall worked at NAB-owned Godfrey Pembroke between 2003 and 2008 where he helped the dealer group transition more than ...

HFA to re-open flagship fund

HFA RELEASE  |  TUESDAY, 13 APR 2010
HFA Asset Management is set to re-open its flagship $565 million Diversified Investments Fund to new investment as early as July this year - more than a year since it was forced to suspend redemptions due to the liquidity crisis. The decision to re-open ...

Can fee-for-service insurance advice work?

MICHELLE BALTAZAR  |  MONDAY, 12 APR 2010
It is still too early to conclude that commissions-based insurance advice is affordable for the general public but two planning groups show that it can work for certain segments of the market. This month, MLC-owned planning group Godfrey Pembroke announced ...

Senate showdown looms on Clearing House legislation

ALEX DUNNIN  |  FRIDAY, 12 MAR 2010
Coalition calls for major amendments to the Government's legislation to authorise the Medicare monopoly on Approved Superannuation Clearing Houses is setting up another Senate showdown."The Coalition needs to indicate today that they will allow this ...

AustralianSuper revamps retirement investment path

MICHAEL HOBBS  |  MONDAY, 8 MAR 2010
AustralianSuper is introducing a new age-based default for pension members and implementing a different path for those moving from accumulation to pension phase. The super fund conducted a review of the risk and benefits of its balanced option, which ...

J.P. Morgan hires 50 for custody business

MICHAEL HOBBS  |  TUESDAY, 2 MAR 2010
J.P. Morgan's custody business has hired 50 executives across taxation, business analytics and client servicing in the past four months to cope with client demand. Bryan Gray, managing director of sales & client relationship management at J.P. Morgan ...