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Showing 2771 - 2780 of 18263 results for "Plan"

Midwinter awarded Count Financial mandate

CHLOE WALKER  |  TUESDAY, 7 JUN 2022
Midwinter's financial advice software has been selected to strengthen Count Financial's adviser network. Following a four-month pilot program during which some of the licensee's flagship practices trialled Midwinter 's software with ...

The rise of the hybrid ETP

CASSANDRA BALDINI  |  TUESDAY, 7 JUN 2022
... brokerage costs." Dyall said this makes unit trusts advantageous to investors either buying or selling units on a regular plan. "These investors do not need to know the price of their transaction, they most likely will have these units sitting on an ...

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
Lifespan Financial Planning has launched a digital investing solution to help bridge the advice gap. The new digital investing solution will support the mass market of Australians priced out of receiving holistic advice from a financial adviser. Lifespan ...

Four join Payton Capital team

CHLOE WALKER  |  FRIDAY, 3 JUN 2022
Payton Capital has announced the appointments of two investment directors and two non-executive directors. Joining the Payton Capital team is Jake Ireland, Daphne Chang, Meredith Scott and Claire Rogers. ​Ireland has been appointed investment director ...

Lumiant receives $3m investment from US wealth manager

CASSANDRA BALDINI  |  FRIDAY, 3 JUN 2022
Lumiant announced it secured a $3 million investment to support its expansion into the US from Savant Wealth Management. Lumiant launched in the US just last month and aims to use its new resources to bankroll rapid expansion in the country. Its chief ...

Stephen Jones confirmed as financial services minister

CASSANDRA BALDINI  |  WEDNESDAY, 1 JUN 2022
Stephen Jones has today been sworn in as assistant treasurer and minister for financial services, replacing Jane Hume who had overseen the financial services portfolio since 2019. Jones has served as shadow financial services minister since 2019 and ...

ACCC on financial services priorities

CASSANDRA BALDINI  |  WEDNESDAY, 1 JUN 2022
ACCC chair Gina Cass-Gottlieb has said the regulator is focused on promoting effective competition, investigating allegations of anti-competitive conduct, and protecting the interests of consumers in the financial services sector. Speaking at an AFR ...

BT answers advisers' top tax time questions

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
BT has released its hottest end of financial year tips for advisers; in the mix this year are changes to downsizer contributions, the super guarantee and minimum pension drawdowns. BT Technical Services fields over 2000 queries from financial advisers ...

AMP establishes AMP Investments

JAMIE WILLIAMSON  |  TUESDAY, 31 MAY 2022
With the transfer of the AMP Capital multi-asset group into its wealth management business now complete, AMP has created AMP Investments. Run by chief investment officer Anna Shelley, AMP Investments oversees $84.7 billion in assets which includes funds ...

AGL abandons demerger, leadership resigns

CASSANDRA BALDINI  |  MONDAY, 30 MAY 2022
Following shareholder opposition underscored by ESG concerns, AGL will no longer pursue a demerger; a move that sees the departure of its chief executive Graeme Hunt and chair Peter Botten. Today, AGL board of directors announced the company would withdraw ...