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Showing 2471 - 2480 of 18263 results for "Plan"

Financial adviser registration delayed

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
The government has said it will delay the financial adviser registration requirement until 1 July 2023. The Financial Sector Reform (Hayne Royal Commission response - Better Advice) Act 2021 introduced a central registration requirement for financial ...

QAR leaves insurance commissions alone

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2022
A new paper from the Quality of Advice Review recommends life insurance commissions be retained, but additional disclosure rules be introduced to ensure clients consent to the payments. In August, the first proposals paper from the Quality of Advice ...

FPA welcomes new board members

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
The Financial Planning Association of Australia (FPA) has re-elected William Johns to its board and welcomed Angela Martyn and Jade Khao as new members. All positions will be locked into a three-year term starting November 22. Johns has held a position ...

PAC Capital buys Clearwater Portfolio Management

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
The private asset manager has acquired Clearwater Portfolio Management, taking its total funds under management to just under $500 million. Clearwater Portfolio Management is a boutique based in Byron Bay which runs the Clearwater Dynamic Portfolio. ...

Apex Group brings Global Compliance Solutions to Australia

CASSANDRA BALDINI  |  TUESDAY, 1 NOV 2022
Apex Group has launched its Global Compliance Solutions offering to the Australian market. The financial service provider said the agile, global single-source solution delivers efficiency, simplifies compliance, and enables business opportunities from ...

ASIC welcomes second ASX market resilience consultation

CASSANDRA BALDINI  |  TUESDAY, 1 NOV 2022
... ASIC said while these are important priorities, they have become interrelated and market operators and participants should plan to implement these initiatives in a reasonable timeframe. "These are important steps to develop new and improved responses ...

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
For the ninth year running, Financial Standard has named the 50 most influential financial advisers in Australia. The Financial Standard Power50 is comprised of the top advisers that are actively driving the financial advice industry forward, helping ...

Mirvac selects Lloyd-Hurwitz's replacement

CHLOE WALKER  |  MONDAY, 31 OCT 2022
Campbell Hanan will become the development and property management group's new chief executive and managing director, taking over from Susan Lloyd-Hurwitz, who announced her intention to retire from the group in June next year. Hanan brings 29 years ...

Credit Suisse restructures investment bank

JAMIE WILLIAMSON  |  FRIDAY, 28 OCT 2022
Following a strategic review, Credit Suisse will undertake a "radical" restructure of its investment bank and cut thousands of jobs. Credit Suisse chair Axel P. Lehmann said the group has "become unfocused" in recent years and the new strategy is "the ...

Insurance, retirement product excellence recognised

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
TAL, Generation Life, MLC Life and Challenger were among the winners at last night's annual Plan For Life Excellence Awards in Sydney. Now in their ninth year, the awards aim to celebrate achievements in product design and innovation across life ...