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Showing 221 - 230 of 559 results for "Johns"

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... not doing this is absolutely failing their clients, in my opinion." Health & Finance Integrated chief executive William Johns shares a different view. A 2016 Financial Planning Association CFP Professional of the Year Award nominee, Johns has completed ...

ANZ launches LIF resource

KARREN VERGARA  |  FRIDAY, 3 NOV 2017
ANZ Wealth has launched an online resource to help prepare financial advisers for the looming Life Insurance Framework (LIF) reforms. The online hub provides guidance on how OneCare commissions will be paid, detail key deadlines and how the transition ...

Australia lax in fighting financial crime

KARREN VERGARA  |  WEDNESDAY, 25 OCT 2017
Australia's passive response and disparate approach in combatting financial crime, particularly anti-money laundering, requires a more holistic approach, according to a panel of compliance and security experts. ANZ financial crime risk professional ...

Suncorp appoints new wealth and life intermediaries head in executive reshuffle

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
Suncorp has named a new head of wealth and life intermediaries. Dan Waller, who has been acting head since June, has now been appointed permanently to the role. He has more than 28 years' experience in the financial services industry, joining Asteron ...

AMP launches LIF-ready resource

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
AMP launched an online Life Insurance Framework (LIF) resource aiming to prepare advisers for the 1 January 2018 legislative changes. The resource hub features video tutorials and a cashflow modeller that assesses the impact different remuneration structures ...

Grant Thornton bolsters dedication to retail clients via merger

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
Diversified advisory and wealth management firm Grant Thornton Australia will merge with a Melbourne-based global retail consultancy in an effort to further build on its growth advisory capabilities. Joining forces with GNC Group Consulting, the move ...

Government opens doors to offshore investment vehicles

ALEX BURKE  |  FRIDAY, 25 AUG 2017
The Federal Government is seeking public consultation on the long-awaited legislation for the Asia Region Funds Passport and Corporate Collective Investment Vehicle (CCIV) regime. The exposure draft legislation for the Asia Region Funds Passport explains ...

Advice group inks deal with $7bn super fund

ALEX BURKE  |  FRIDAY, 21 JUL 2017
An advice association has finalised a referral arrangement with a $7.6 billion super fund. Under the new arrangement, Tasplan will provide qualified advice referrals for members in mainland Australia via the Association of Independently Owned Financial ...

Macquarie team joins Shaw and Partners

ALEX BURKE  |  THURSDAY, 22 JUN 2017
Shaw and Partners is bringing over a team of seven from Macquarie Private Wealth to manage a new Canberra office. Stephen Johnson will lead the new Canberra team along with fellow Macquarie veterans Rod Sutherland, Tom Kenyon, Penny Ponder, Neil Robertson ...

AMP improves life insurance offering

KARREN VERGARA  |  TUESDAY, 6 JUN 2017
Newly-launched improvements to AMP's life insurance offering are aiming to give advisers and customers greater flexibility and choice. To ensure customers' cover stays contemporary, AMP director of insurance proposition Greg Johnson said options can ...