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Showing 4701 - 4710 of 18263 results for "Plan"

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
A former Westpac operations manager has been appointed to lead the financial advice capabilities of a listed wealth manager. ClearView has confirmed its appointment of Nick Howell as the firm's new head of advice. "Nick's appointment is part ...

Regal fund hands back external money

KANIKA SOOD  |  FRIDAY, 27 MAR 2020
Phil King's Regal Funds Management has returned money to external investors for one of its smaller funds, but will continue to run the strategy internally. The Regal Global Equity Income Fund used a quantitative approach to screen for relative value ...

Former AMP adviser sentenced

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
A former authorised representative of Charter Financial Planning has been charged over what the judge described as a betrayal of his clients. Trevor Martin from Kiama on the NSW south coast was hit with 750 hours of supervised community service as part ...

SMSFs in flashback to 2008

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
Self-managed super fund professionals and trustees may be feeling some deja-vu, as the same measures that were used in 2008 have been brought in to guide the sector through the COVID-19 pandemic. Terry Pinnell, chair of the Ethical Advisers' Co-op ...

Super scammers pose as authorities

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
The scattergun approach of fraudsters looking to cash in on the early release of unaware Aussie's super has backfired, with one scammer copping an earful from a financial planner he tried to swindle. Fraudsters are posing as agents from superannuation ...

AFCA updates approach amid COVID-19 crisis

ALLY SELBY  |  THURSDAY, 26 MAR 2020
... impacted by the pandemic. The hotline (1800 337 444) was opened on Tuesday. "AFCA has activated its significant event response plan that identifies and fast-tracks COVID-19 related complaints," he said. "We have also activated our business continuity ...

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
... have been encouraged to work remotely from home, with the firm revealing it had developed a business continuity and pandemic plan prior to the outbreak. Fiducian offices are open on a "needs only" basis. "Investment instructions are being received and ...

Sargon trustee businesses sale expected soon

KANIKA SOOD  |  THURSDAY, 26 MAR 2020
It's only a few days until the new ownership of Sargon's regulatory operating businesses is finalised, OneVue told its investors in ASX filings yesterday. The platform business said the sale is expected to complete by March 31 or soon after, subject ...

COVID-19 uncertainty sees AMP withdraw guidance

ALLY SELBY  |  THURSDAY, 26 MAR 2020
AMP has withdrawn its full-year 2020 outlook as a result of ongoing economic uncertainty. Announcing the move to the ASX this morning, AMP said its capital position and liquidity will help it navigate the uncertain environment but providing an accurate ...

Challenger general manager jumps to boutique

KANIKA SOOD  |  THURSDAY, 26 MAR 2020
It's reunion time at Yarra Capital Management, as Challenger's general manager of national accounts, research and platforms joins the team to work with an old colleague. Yarra Capital Management has hired Rommel Hacopian as a distribution manager ...