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Showing 3671 - 3680 of 18263 results for "Plan"

Super fund in-houses advice service

KARREN VERGARA  |  THURSDAY, 29 APR 2021
A $59 billion industry superannuation fund is shaking up its advice and employer units by internalising its general advice service and hiring several managerial positions to the employer division. From July, Rest's general advice team will work in-house ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
New research finds that Colonial's FirstChoice platform is the most popular among financial advisers across all states and territories. Rainmaker analysis of ASIC's March Financial Adviser Register reveals Colonial FirstChoice is the most-used ...

Cbus appoints head of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
Industry super fund Cbus has appointed a head of advice. Lynda Cross has stepped into the role, promoted from her previous position as manager of advice partnerships and performance. Prior to joining Cbus, Cross was manager of advice and education at ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... through which we will gain access to additional resources to accelerate growth and support the firm's long-term succession plan."

Westpac settles life insurance class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 APR 2021
Westpac has settled a class action relating to life insurance sold through its financial advice network. The class action was brought against Westpac Group by Shine Lawyers in 2017. It claimed that between 2011 and 2017, customers who received financial ...

AMP Capital fails to stop fund merger

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 APR 2021
AMP Capital has failed in its bid to stop a merger between the Dexus Wholesale Property Fund and the AMP Capital Diversified Property Fund. Unitholders in both funds voted in favour of the merger. The AMP Capital Diversified Property Fund (ADPF) has ...

Raiz acquires superannuation platform

KANIKA SOOD  |  WEDNESDAY, 28 APR 2021
... billion in assets. Superestate's superannuation fund is a Choice product and a subplan of Tidswell Master Superannuation Plan and had about $80 million in assets at FY20, up from $22 million the year before. It offers three superannuation multi-asset ...

Former AMP Capital managing director joins Ignition

KANIKA SOOD  |  WEDNESDAY, 28 APR 2021
AMP Capital's managing director for Asia Pacific who left the firm late last year has joined Ignition Advice as its chief executive for Asia. The digital advice firm has tasked Craig Keary with growth in Asia, including China, Japan, Singapore and South ...

AMP Capital appoints NZ head of investments

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 APR 2021
AMP Capital has appointed a new head of investments for New Zealand, adding the former head of investment strategy at CommInsure. Michael Gray has stepped into the role on an interim basis as AMP Capital progresses its strategy to explore sale or partnership ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...