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Showing 3921 - 3930 of 18263 results for "Plan"

AMP adviser numbers shrivel

ELIZABETH MCARTHUR  |  TUESDAY, 12 JAN 2021
The number of financial advisers licensed by AMP dropped dramatically in 2020, with the institution no longer the largest AFSL in the country by number of advisers. The largest AFSL is now the SMSF Adviser Network which had 839 advisers as at 31 December ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... advice and financial product advice. Strategic advice is used to help an individual control their finances and set a financial plan with generic products whereas financial product advice would be required to implement any strategic advice but could be ...

Tasplan says goodbye to lifecycle MySuper

KANIKA SOOD  |  MONDAY, 11 JAN 2021
After four years of offering its MySuper option as a lifecycle product, Tasplan plans to switch back to single strategy citing higher costs among the reasons. The $11.5 billion superannuation fund is set for a merger with the $12.6 billion MTAA Super ...

FASEA urges advisers to maximise exam sittings

ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
With the window to complete the FASEA exam narrowing, financial advisers are being urged to maximise the number of attempts they make. In correspondence with the Association of Independently Owned Financial Professionals (AIOFP), FASEA chief executive ...

AMG Super rebrands divisions to cut costs

KANIKA SOOD  |  MONDAY, 11 JAN 2021
... a significant product consolidation project. Emplus is the first part that is rebranding [effective February 19], but the plan is Freedom of Choice division will also merge into AMG division. Consolidating the different products into one main division ...

CFM local head takes on new role

KARREN VERGARA  |  FRIDAY, 8 JAN 2021
... prior experience includes working as a senior portfolio manager within the hedge fund investments group at the Canada Pension Plan Investment Board, based in Toronto from 2006 and 2011, responsible for selecting managers, allocating portfolio risk and ...

360's plan for Evans Dixon

KANIKA SOOD  |  THURSDAY, 7 JAN 2021
360 Capital yesterday published details of plans for E&P Financial Group if its takeover attempt succeeds, including restructuring EP1 into two units and replacing its directors. 360 Capital yesterday filed a bidder's statement, following its revised ...

MLC Life Insurance raises $650 million

KANIKA SOOD  |  WEDNESDAY, 6 JAN 2021
... such, MLC Life has been working to raise premiums and promote efficiencies of its business operations based on their business plan..." Nippon said in a statement. NAB sold 80% of MLC Life to Nippon Life in 2015 for $2.4 billion, which was followed by ...

ASIC takes fintech to court

KARREN VERGARA  |  WEDNESDAY, 6 JAN 2021
The corporate regulator has initiated action against a fintech for allegedly misleading customers about the benefits of investing in residential property in self-managed superannuation funds. Squirrel Superannuation Services, an SMSF platform provider ...

Retiree strategies need greater attention: Research

ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
Traditional portfolio construction needs to change to provide for the needs of retiree clients, new research shows. Fidelity International with the Financial Planning Association of Australia (FPA) and CoreData released a report Building Better Retirement ...