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Showing 3781 - 3790 of 18263 results for "Plan"

Banks should pay advice exit levy: TAA

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
The Advisers Association (TAA) is calling on the government to mandate major banks and institutions pay an exit levy upon leaving the advice industry to provide relief for financial advisers and mitigate the increasing levy. Earlier this month the Australian ...

Life Company of the Year named

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
... pandemic and continue to deliver superior products and services to financial advisers and their clients." AFA partnered with Plan for Life who provided the benchmarking research for life insurance, annuity and investment bond product awards. AIA Australia ...

Low pass rate for latest FASEA exam

ELIZABETH MCARTHUR  |  THURSDAY, 18 MAR 2021
The latest Financial Adviser Standards and Ethics Authority (FASEA) exam had the lowest pass rate yet. A total of 1079 advisers sat the exam, compared to an average of 1323 across all exams. Only 73% of those that sat the January exam passed. The overall ...

eToro combines with SPAC, plans to list

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 MAR 2021
Investment platform eToro has entered a business combination with a special purpose acquisition company (SPAC) and revealed plans to list on the NASDAQ. eToro will merge with NASDAQ listed FinTech Acquisition Corp (FTCV), entering into a definitive ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... the MLC licence including HFM & Partners. The four firms joining the network marks further growth for Count Financial after Plan Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne joined last month. Count Financial chief ...

Admin fees could balloon from BFID

KARREN VERGARA  |  TUESDAY, 16 MAR 2021
The new best financial interests duty (BFID) could see members pay higher administration fees as the record-keeping obligations ramp up, superannuation funds and industry experts warn. The reforms, which are part of the Your Future Your Super legislation ...

Zenith acquires asset allocation specialist

ELIZABETH MCARTHUR  |  TUESDAY, 16 MAR 2021
Research house and investment consultant firm Zenith Investment Partners has acquired an asset allocation specialist. Zenith acquired Heuristic Investment Systems from its management on March 15. The Heuristics team will join Zenith Investment Partners ...

Dexus plans merger with AMP Capital fund

ELIZABETH MCARTHUR  |  TUESDAY, 16 MAR 2021
... responsible entities for both funds and 50% of Dexus unit holders and 75% of AMP Capital unit holders must vote in favour of the plan. Unit holder meetings for both funds to vote on the merger are expected to be held in late April 2021. Responding to ...

Sunsuper, QSuper confirm merger will go ahead

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 15 MAR 2021
Sunsuper and QSuper will merge later this year, with the two funds naming the key executives and board directors to lead the $200 billion entity. The two funds have signed a Heads of Agreement to merge by September this year, a decision that is supported ...

Former AMP adviser in enforceable undertaking

ELIZABETH MCARTHUR  |  MONDAY, 15 MAR 2021
The glamorous financial adviser wife of an ex-NRL player has been ordered to pay ASIC's legal costs and comply with its enforceable undertaking. Jenan Thorne - wife of former Canterbury Bulldogs player Robin Thorne - was prevented from providing financial ...