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Showing 3411 - 3420 of 18263 results for "Plan"

Conditional release for former Hillross adviser

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
A former financial adviser has received a conditional release without conviction for a period of two years after pleading guilty to false document charges. Wael Kourieh, who was an authorised representative of Hillross between 2010 and 2016, pleaded ...

Alceon launches retail fund

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
After seeing the take up of alternative strategies by institutional and family office investors, Alceon Group has established a retail debt income fund secured by real estate. The Alceon Debt Income Fund is targeting a total annualised return of 5-7% ...

Platform co-founder departs

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
WealthO2's co-founder and chief executive has suddenly departed the company as two directors are appointed to the board. Shannon Bernasconi has left WealthO2 after six years at the helm. She previously left her role as managing director of Calastone ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... and a conventional way of doing business is very important to any business as part of a well thought out disaster recovery plan and business strategy. It also protects me as the adviser and documents my intentions. This is a lesson that has not been ...

Adrian Whittingham back full-time at Pinnacle

KANIKA SOOD  |  MONDAY, 9 AUG 2021
Pinnacle shareholder and director Adrian Whittingham has shelved plans to go part-time and is back at the firm in a new role focused on its international strategy. PNI in December said Whittingham planned to step back from the business to a part-time ...

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
Financial advice technology solution provider Asendium has added a risk and compliance feature via a new partnership with Fourth Line. Fourth Line will help advisers deliver risk and compliance reviews as part of their document preparation. The integration ...

Westpac sells life insurance unit

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... TAL to extend our life insurance experience and capabilities to Westpac's customers now and into the future," he said. Plan For Life figures show that TAL dominates the local life insurance market, holding a nearly 40% share of group insurance at ...

Single disciplinary body consultation opens

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Senator Jane Hume opened consultations on the highly anticipated Better Advice Bill in a bid to iron out the details on how the Financial Services and Credit Panel will operate. This afternoon, the Morrison government asked for feedback relating to ...

Apex expands APAC team

ANNABELLE DICKSON  |  FRIDAY, 6 AUG 2021
Apex Group is continuing its growth plans across the Asia Pacific region with the appointment of a head of private market sales - Australia and head of real estate, Asia Pacific. Andrea Gallenca has joined as head of private markets for Australia from ...

Vanguard incentivises staff to get the jab

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Vanguard is offering its US staff US$1000 ($1300) to get vaccinated against COVID-19. A spokesperson said the fund manager has no plans to roll out the incentive for its Australian workers as yet. "While Vanguard strongly encourages staff to get a COVID-19 ...