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Showing 3501 - 3510 of 18263 results for "Plan"

Advice engagement jumps during COVID-19

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
A new study finds that the coronavirus pandemic has raised awareness about the importance of financial advice and prompted more Australians to engage with their adviser. A study by ASX-listed firm ClearView shows that demand for financial advice is ...

FASEA scraps three-month rule

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
The Financial Adviser Standards and Ethics Authority is introducing a relief that will allow financial advisers to sit the November examination regardless of their last sitting. FASEA is proposing to relax the three-month registration requirement in ...

Cromwell adds to board

ANNABELLE DICKSON  |  FRIDAY, 9 JUL 2021
The ASX-listed real estate investor and manager has appointed the chief executive of US-based Silver City Properties to its board. Jialei Tang has been chief executive of Silver City Properties since 2019 where she oversees the investment and management ...

Lying rife in life insurance applications

ANNABELLE DICKSON  |  FRIDAY, 9 JUL 2021
Nearly 20% of Australians have lied on their life insurance application to get a cheaper policy, new research shows. Comparison site Finder's latest research revealed 3.8 million people have lied on their life insurance application. Men were found to ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
The Financial Services Council (FSC) and 60 of its members have worked together to launch two products ahead of the design and distribution obligations (DDO) regime. The FSC and members from life insurance, funds management and superannuation have collaborated ...

AMP Capital GEFI sold to Macquarie

JAMIE WILLIAMSON  |  THURSDAY, 8 JUL 2021
AMP is selling AMP Capital's Global Equities and Fixed Income business to Macquarie, with the division valued at $185 million. Under the sale, the global equities and fixed income capabilities will be combined with Macquarie's public investments ...

AFA slams new SOA measures

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
The Association of Financial Advisers has hit back at ASIC and APRA for causing "confusion" and "interfering" with financial advice as they look to introduce new changes to Statements of Advice. The association points to the regulators' joint letter ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Tasmania-based FYG Planners has added a Victorian financial advice firm to its stable. Based in Chadstone, Prosperity Planners now operates under licensee FYG. Christopher Bailey, co-founder and financial planner, set up Prosperity in May and prior ...

AMP Life CIO moves to HESTA

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
HESTA has a new head of portfolio management, nabbing the former chief investment officer for AMP Life. Jeff Brunton will move to the $62 billion industry fund, after a year as chief investment officer at AMP Life, followed by a year as deputy chief ...

FASEA maintains low pass rate

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
The Financial Adviser Standards and Ethics Authority (FASEA) exam held in May recorded another low pass rate, continuing the trend of previous exams. Of the 1894 advisers that sat the exam, 69% passed. This is in line with the March results which also ...