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Showing 3651 - 3660 of 18263 results for "Plan"

Adviser software soft launches

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
A new financial planning software that is free of charge promises to alleviate the cost of advice. ProductRex helps financial advisers assess superannuation and investment product recommendations by comparing fees and asset allocation between platforms ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ...

The other side of the ETP growth story

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 MAY 2021
... "They are launching at an increasing rate. I am concerned about some of them. I've heard anecdotally that many fund managers plan to launch active ETPs, the trouble is there are only two ETP providers that partner with fund managers to launch ETFs - ...

ASIC not recommending general advice change

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
ASIC has confirmed it will not be recommending changing the label of 'general advice', after independent research commissioned by the regulator found such a move is unlikely to prevent consumer confusion. Both the Financial System Inquiry's ...

Macquarie finalises Waddell & Reed acquisition

KARREN VERGARA  |  TUESDAY, 4 MAY 2021
Macquarie Asset Management has completed the acquisition of NYSE-listed Waddell & Reed Financial. Overall, Macquarie paid $2.3 billion for Waddell & Reed Financial, an asset management and financial planning company based in Kansas, flagging the acquisition ...

ATO seeks IT contractors

KANIKA SOOD  |  TUESDAY, 4 MAY 2021
The Australian Taxation Office will approach the market for three major managed services contracts, as it looks to refresh its IT systems. The ATO will look for contractors in: centralised computing; ender user technology, and enterprise service management ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
Count Financial has announced the latest firm to join its national advice network. StrategyOne Advice Network has joined Count Financial, the 16 th new firm to join since the start of 2021. Based in Northern Sydney, StrategyOne was previously part of ...

Milford hires from Macquarie

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
New Zealand-based investment firm Milford Asset Management has appointed a head of wholesale distribution and more as it expands its team. Murray Pell has been appointed head of wholesale distribution, joining from Macquarie Bank where he was responsible ...

Adviser faced with further dishonesty charges

ANNABELLE DICKSON  |  MONDAY, 3 MAY 2021
A Western Australian financial adviser has been charged with 12 more counts of dishonest conduct and three counts of false documentation in addition to previous charges for stealing super. Rahul Goel was first charged with four counts of dishonest conduct ...

Crescent Finance launches real estate funds

KANIKA SOOD  |  MONDAY, 3 MAY 2021
Crescent Finance is setting its sights on $5 billion of property transactions over the next five years, as it launches two new funds to invest in Islamic-compliant housing. The two funds are Crescent Growth Fund and Crescent Finance Income Fund. Both ...