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Showing 3441 - 3450 of 18263 results for "Plan"

Tidswell agrees it contravened Corps Act

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
... cover ASIC's costs, which it has agreed will not come from the funds it holds under the Tidswell Master Superannuation Plan. The court orders on agreed facts between ASIC and Tidswell states that Tidswell contravened s 912A(1)(a) of the Corporations ...

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The alarming rate that financial advice is increasingly becoming unaffordable for everyday Australians further cements the position of the rich and powerful, an inquiry heard this morning. The Association of Financial Advisers president Michael Nowak ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The wealth manager recorded significant outflows in its financial advice business as advisers departed following its transformation strategy. Financial advice recorded $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed advice ...

AustralianSuper appoints head of private credit

KANIKA SOOD  |  WEDNESDAY, 28 JUL 2021
AustralianSuper wants to triple its investment in private credit to $15 billion in next three years, as it announces a new head for the asset class. The fund has promoted Nick Ward to head of private credit. He was previously a senior portfolio manager. ...

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ...

AFA slams skyrocketing ASIC levy

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
The Association of Financial Advisers fears that ASIC's FY21 industry levy will blow out even more than its estimates. The association does not want history to repeat itself, pointing to how the FY20 levy jumped 54% higher than ASIC's estimates. ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
Commonwealth Bank has transferred part of Commonwealth Financial Planning to AIA, with the remainder of the business now subject to a strategic review. The big bank has offloaded part of Commonwealth FP to AIA Financial Services, a wholly owned subsidiary ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ...

Superhero launches super offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 JUL 2021
The trading platform has launched a superannuation fund, which will allow members to choose their own investments at a stock-by-stock level. Superhero says Superhero Super will allow Australians total transparency and control over their super investments ...

Mercer partners with platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 JUL 2021
Mercer has announced a new strategic partnership with eVestment, a Nasdaq platform and institutional data and analytics specialist. Effective immediately, asset owners will be able to access Mercer's library of public and private markets research, ratings ...