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Showing 4921 - 4930 of 18263 results for "Plan"

Advice group partners with new platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
An ASX-listed platform provider has won a mandate from a Melbourne-based private wealth management firm. Wattle Partners Private Wealth Managers has selected Powerwrap to provide its clients with platform administration and reporting services as well ...

ASIC bans former Charter, NAB adviser

KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
A financial adviser who worked for AMP's Charter Financial Planning and NAB's GWM Adviser Services has been handed a four-year ban after the regulator reviewed a sample of his client files. David O'Brien failed to consider his clients' ...

Masterfunds up $26 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JAN 2020
The final quarter of 2019 saw Australian funds under management on platforms jump by $26 billion. According to Plan For Life Actuaries, masterfunds ended the year to 30 September 2019 up 3% - amounting to $26 billion. Total FUM for masterfunds now stands ...

FPA offers pro bono support to bushfire victims

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JAN 2020
The Financial Planning Association of Australia is establishing a pro bono program where members can volunteer their time to help Australians impacted by the ongoing bushfire crisis. "The FPA community supported those who suffered in the 2009 Black ...

$3.3 billion fall in retail managed funds

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
... worth $18.6 billion out of retail funds to First State Super has had a significant impact on the retail market, according to Plan For Life Actuaries. Plan For Life revealed overall retail managed funds at the end of the September 2019 quarter totalled ...

MLC Life Insurance under review

ELIZA BAVIN  |  TUESDAY, 7 JAN 2020
... contributing factors," Nippon said. "In these circumstances, in conjunction with MLC Life Insurance reviewing its business plan, starting with amending its income protection insurance policies and improving business efficiencies, the company has decided ...

Sophistication: More than money

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
Under the FASEA Code of Ethics the amount of money an individual has to invest can no longer be relied upon to determine whether they are a sophisticated investor or not. Sophisticated investors are defined by ASIC's Money Smart as investors with a ...

Chief economist update: Missing the burning forests for the surplus tree

BENJAMIN ONG  |  TUESDAY, 7 JAN 2020
... perspective, big, impactful and very novel disasters will, hopefully, lead to stronger action to both mitigate emissions and also plan for impacts..." This was Ketan Joshi's - University of Sydney science graduate and international renewable energy ...

YBR exits wealth, sells for $2.5 million

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
Mark Bouris' Yellow Brick Road is shuttering its wealth business to focus on mortgages, entering into a sale agreement for a sum of approximately $2.5 million. YBR Wealth's share of rights to the recurring revenue streams derived from its wealth advice ...

FASEA responds to concerns

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
The Financial Adviser Standards and Ethics Authority today released a preliminary response to submissions from stakeholders on its much contested Code of Ethics, attempting to answer some of the many questions raised so far. FASEA consulted with stakeholders ...