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Showing 501 - 510 of 682 results for "Legacy"

Female planner tops CFP program

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
... FPA: "I would like to congratulate Claire on her achievement and to formally recognise her ongoing commitment to Gwen's legacy of improving the financial planning profession through education and higher professional standards. "Claire's unwavering commitment ...

Crestone open for business after UBS deal completes

MARK SMITH  |  THURSDAY, 16 JUN 2016

Family office patriarchs need to know when to let go

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
... "open letter to the family patriarch," Simmons noted the difficulty some "entrepreneurs and leaders" have trusting their legacy over to their children or other relatives. "You have had to back yourself over and over again, often in the face of uncertainty ...

National dealer group adds two advice firms

DARREN SNYDER  |  TUESDAY, 14 JUN 2016
Dealer group Elders Financial Planning is adding two firms to its national adviser business. Queensland-based Legacy Planning and Victoria-based Ellhan Financial Services have signed with the Elders dealer group. Legacy Planning owner and director JosA(C) ...

Calastone expands to New Zealand

KERRIE SYDEE  |  MONDAY, 16 MAY 2016
... interoperability, meaning that asset managers, platforms, custodians and administrators will not need to unify or standardise legacy technologies. Calastone describes the network as operating like a universal adapter, connecting to existing systems as ...

ASIC levies up 150pct

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
... "consequence of the government's decision to provide funding to the Superannuation Complaints Tribunal (SCT) to deal with legacy complaints and improve processes and infrastructure ($5.2 million) and to bolster ASIC to protect Australian consumers ($37 ...

APRA counts life insurance losses

KERRIE SYDEE  |  FRIDAY, 29 APR 2016
... manner." In opportunities for regulatory reform APRA flagged the introduction of "a mechanism to allow the rationalisation of legacy products to occur more easily" as an area for potential change. Allowing insurers to more easily reconcile 'genuine legacy ...

Pillar enters blockchain

DARREN SNYDER  |  FRIDAY, 22 APR 2016
... standard way you can develop and architect new multi-party, multi-enterprise databases and activities." Brody added the legacy software infrastructure that exists in Australia in the superannuation industry is not up to the job of meeting new challenges ...

Industry veteran departs Energy Super

DARREN SNYDER  |  THURSDAY, 7 APR 2016
... electricity industry veteran Peter Duffy after the former announced he will be leaving the $6bn fund. Henricks retires with a legacy at Energy Super after serving 21 years on the board and its predecessor funds, the majority of these as chairman. He ...

National Seniors chief steps down

ALEX BURKE  |  THURSDAY, 7 APR 2016
... stay in the role for five years. Commenting on his departure, he said: "When I commenced this role in 2006, I received a legacy of 30 years of growth and development. I leave at the 40-year mark, confident that the organisation is in good shape with ...