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Showing 3141 - 3150 of 18263 results for "Plan"

IOOF moves forward with rebrand

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
IOOF will proceed to rebrand as Insignia Financial after shareholders unanimously voted in favour for the change. Votes cast in yesterday's annual general meeting found shareholders embracing the new name and logo, garnering about 98% support. Flagging ...

Plaintiff seeks to ring fence Dixon penalty

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
A plaintiff in the Piper Alderman-led class action against Dixon Advisory is attempting to ring fence the $7.2 million civil penalty determined by ASIC. Kosen-rufu, an applicant in a class action against Evans & Dixon (now E&P Financial Group) and subsidiary ...

Role of adviser to change: Fidelity

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
The role of a financial adviser is set to shift as Australians move away from the dream of early retirement, planning to continue working after the age of 67, according to a new report from Fidelity International and independent research firm, MYMAVINS. ...

Fortnum hires engagement and growth leads

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
Fortnum Private Wealth made two senior hires who will oversee practice engagement and growth for the AFS licensee. Brisbane-based Simon Wright and Sydney-based Jaimie Ramsey joined Fortnum as practice engagement and growth managers as part of the licensee's ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
At the Financial Standard Best Practice Forum on Managed Accounts, a panel of experts have offered their honest views on whether managed accounts are delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed ...

ACCC not opposed to NAB, Citi deal

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
The ACCC will not oppose the acquisition of Citigroup's Australian consumer business (Citi) by NAB after a review found the transaction would not substantially lessen competition. The review focused on competition in the supply of credit cards, as Citi ...

Link enters UK pension market

ANNABELLE DICKSON  |  THURSDAY, 25 NOV 2021
Link Group is set to launch retirement solutions in the UK with a range of products to help providers enhance member experience. Link Group Retirement Solutions will first launch a digital-first solution to the defined contribution (DC) and Master trust ...

Adviser jailed for illegal super access

KARREN VERGARA  |  WEDNESDAY, 24 NOV 2021
A former financial adviser was sentenced to jail for facilitating the illegal early access of clients' superannuation to the tune of $1.5 million. Victoria-based Ahmed Saad operated Saad Wealth Management between 10 April 2012 until 16 October 2017 ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
... retirees are too cautious and anxious about spending, living needlessly frugal retirements. The tool will create an investment plan that has the goal of meeting long term spending aspirations while de-risking client portfolios when possible. "The system ...

Australian Unity, Heritage Bank partner

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
Heritage Bank has selected fellow mutual Australian Unity as its partner for the historic project to design and build a new head office complex in the Toowoomba CBD. The multimillion dollar project involves developing a campus-style complex in the heart ...