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Showing 5111 - 5120 of 18263 results for "Plan"

ASIC nudges robo-adviser to shutter

ELIZABETH MCARTHUR  |  FRIDAY, 18 OCT 2019
A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns. Lime FS, a Sydney-based Australian financial services licensee, was running corporate authorised representatives Plenty Wealth, Plenty Plus and Lime Wealth ...

Dealer group awards investment mandate

KANIKA SOOD  |  THURSDAY, 17 OCT 2019
Marty Switzer's Contango Asset Management has won a mandate from a financial advice dealer group. Lifespan Financial Planning made a $20 million inaugural allocation to a global large cap strategy managed by WCM Investment Management. WCM is headquartered ...

CountPlus firm acquires advice boutique

HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
A member of the CountPlus network has acquired a boutique financial planning practice. Kidmans Partners has acquired Latitude Advisory Services in a move designed to broaden its offering. Latitude managing principal Rod Geilman is set to become a principal ...

ASIC drags former adviser to court

HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
A former financial adviser with a 25-year ban from the profession is facing court for allegedly using almost $2 million in client funds for his own benefit. Graeme Walter Miller appeared through his lawyer in Lismore Local Court on Wednesday, as the ...

Count Financial bolsters team as part of transition

ELIZABETH MCARTHUR  |  THURSDAY, 17 OCT 2019
... CountPlus business the leading network of professional accounting and advice firms in Australia, and we have developed a 100-day plan to integrate Count Financial into CountPlus following its return to its CountPlus home. We will ensure that all member ...

Next decade of defined contributions crucial: Research

ELIZABETH MCARTHUR  |  THURSDAY, 17 OCT 2019
... development. "The history of DC has largely been a story of evolutionary happenstance, rather than of working to a master design plan. DC has become the world's dominant pension vehicle, and work is needed if it is to live up to the responsibilities ...

Netwealth welcomes new distribution head

JAMIE WILLIAMSON  |  WEDNESDAY, 16 OCT 2019
... director, head of distribution at Ralton Asset Management between 2007 and 2011. Earlier this month, Netwealth was recognised by Plan for Life Actuaries and Researchers as growing faster than some of its more established competitors. In percentage terms ...

ASIC grants compliance scheme relief

HARRISON WORLEY  |  WEDNESDAY, 16 OCT 2019
ASIC will grant AFS licensees with relief from the obligation to ensure their financial advisers are covered by a compliance scheme. As part of the government's decision late last week to accelerate the establishment of a single disciplinary body for ...

Global investment firm expands Australian reach

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2019
T. Rowe Price has appointed Cassandra Crowe as its new head of consultants for Australia and New Zealand as part of the firm's planned growth in the region. Crowe will leave her position at Allianz Retire+ as head of consultants and research and take ...

IMF predicts bleak Australian outlook

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2019
... acknowledges it's facing "headwinds." "The international challenges are a stark reminder of why we must stick to our economic plan, which will deliver lower taxes so Australians can keep more of what they earn," Frydenberg said The fund called on policymakers ...