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Showing 291 - 300 of 669 results for "MCC"

YBR founder to lead government taskforce

ALEX BURKE  |  TUESDAY, 21 NOV 2017
The founder and chair of Yellow Brick Road will lead a Federal Government small business taskforce with appointees from Suncorp, Australian Unity and NAB. Mark Bouris will chair the Small Business Taskforce, which the Department of Industry, Innovation ...

Australian Unity restructures for growth

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
Australian Unity streamlined its business, including changes to management, as part of a transformation program to capitalise on its growth and to better meet customer needs. The company has created three individual divisions focused on the needs of ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
The Financial Planning Association of Australia received a record number of entries for the 2017 FPA Awards ahead of its Professionals Congress in Hobart next month. Announcing the award finalists, FPA chief executive Dante De Gori said he was impressed ...

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Elders Financial Planning is continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF. Following the news that IOOF will acquire ANZ Wealth's aligned advice dealer groups ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
A financial adviser with a unique business model incorporating the practice of yoga took home the 2017 Female Excellence in Advice Award. Presented at the Association of Financial Advisers' National Adviser Conference on the Gold Coast last week, Wellthy ...

Small cap veteran joins listed equities manager

ALEX BURKE  |  THURSDAY, 5 OCT 2017
A small cap specialist whose credentials include senior roles at BNP Paribas, Citigroup and Bligh Capital has taken on a portfolio manager role at an ASX-listed boutique. In his new role at Glennon Capital, Tim Powditch will focus on small and mid-cap ...

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
Leaving an inheritance for children is no longer a priority for retirees although seeking out financial advice to help navigate retirement is of high importance. Latest research from Challenger and National Seniors Australia shows 3% of over-50s intend ...

Untouched super sits at $18 billion: ATO

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
Some of Sydney's blue-chip suburbs are among the top postcodes missing out on $18 billion in unclaimed superannuation. Latest figures from the Australian Taxation Office show more than 6.3 million lost and ATO-held super accounts, with $14.12 billion ...

New MDRT Australia chair

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
Former national vice-president of the Association of Financial Advisers and JBS Financial Strategists chief executive Jenny Brown is the new chair of Million Dollar Roundtable Australia. After more than two years in the role, Adam McCann announced he ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
The five finalists in the 2017 Female Excellence in Advice Award have been named. Presented by the Association of Financial Advisers and TAL, the FEIA Award recognises the significant contributions made by women in the financial advice profession, their ...