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Showing 3551 - 3560 of 18263 results for "Plan"

Advisers turn to ETFs during COVID

KARREN VERGARA  |  MONDAY, 21 JUN 2021
Financial advisers' appetite for exchange-traded funds has more than doubled since the global pandemic hit as new trading data shows that index funds are providing better means of diversification. AUSIEX research found that before COVID-19, one ...

AFA defends industry against Labor attack

KARREN VERGARA  |  MONDAY, 21 JUN 2021
The Association of Financial Advisers has slammed the Labor Party's attack on financial advisers, which paints the profession as dodgy and continues to rip-off consumers. AFA acting chief executive Phil Anderson is calling for an end to the "persecution" ...

Catholic, Equip SFT to see Fairley exit

JAMIE WILLIAMSON  |  FRIDAY, 18 JUN 2021
... the growth of both Equip and the joint venture, including those with Rio Tinto Superannuation Fund, the Pitcher Retirement Plan, the Dow Australia Superannuation Fund and, most recently, Toyota Super and BOC Super. Fairley was first appointed chair of ...

ASIC takes on NAB for fee-for-no service breaches

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
... trustees, NULIS Nominees and MLC Nominees, breached the Corporations Act and Superannuation Industry Act with respect to plan service fees (PSF) and adviser service fees charged that rendered no services in return. Both failed to have controls and risk ...

Lifespan appoints investment expert

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
Lifespan Financial Planning has appointed an industry veteran to its investment committee who will also oversee the dealer group's managed accounts offering. Brian Long joins Lifespan as senior investment specialist for managed accounts. He also takes ...

J.P. Morgan acquires digital wealth manager

ELIZABETH MCARTHUR  |  FRIDAY, 18 JUN 2021
J.P. Morgan Chase has acquired a digital wealth manager in a move to further its launch of Chase as a digital bank in the UK later this year. Nutmeg is an independent digital wealth manager in the UK and J.P. Morgan plans to integrate it into its digital ...

AAT dismisses adviser ban appeal

KARREN VERGARA  |  THURSDAY, 17 JUN 2021
A former RI Advice Group financial adviser's appeal to overturn his permanent banning order has been dismissed by the appeals tribunal. Robert Hutchison was permanently banned from the industry in 2017 after an ASIC investigation found that he funneled ...

Chief economist update: The (dot) plot thickens

BENJAMIN ONG  |  THURSDAY, 17 JUN 2021
... now lies above the effective lower bound in 2023." "Of course, these projections do not represent a Committee decision or plan, and no one knows with any certainty where the economy will be a couple of years from now. More important than any forecast ...

IOOF completes phase one of platform consolidation

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
IOOF Holdings has completed the first phase of consolidating its legacy platforms and products onto Evolve, its new super and investments platform. The project saw 38,827 client accounts and about $5 billion funds under administration (FUA) being migrated ...

Goodments by Douugh now in Australia

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 JUN 2021
US-based investing app Goodments by Douugh is now available in Australia, offering brokerage-free access to US stocks and ETFs. Goodments was founded in 2017 by former ANZ financial adviser Tom Culver and then-Leo Burnett advertising executive Emily ...