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Showing 5311 - 5320 of 18266 results for "Plan"

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
The corporate regulator has banned high-profile financial adviser Sam Henderson, whose inappropriate financial advice was laid bare the in Royal Commission public hearings last year. The Sydney-based adviser was banned from providing financial services ...

Private wealth firm grows footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
Two former Westpac executive financial planners have joined the leadership team of a national private wealth firm, seeing it expand interstate. Marc Smith and Patrick Duke have joined Integral Private Wealth, establishing the Sydney-based firm's first ...

FPA launches new CPD platform

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUL 2019
The Financial Planning Association of Australia (FPA) launched a new continuous professional development solution for members. The FPA's My CPD solution will allow members to track their CPD on the FPA Learn online education platform. My CPD allows ...

Legg Mason affiliate appoints executives

KRISTI CHENG  |  TUESDAY, 23 JUL 2019
Global fixed-income manager Western Asset has appointed a head of Asia Pacific (ex-Japan) client service and marketing. Michael Dale has been named head of Asia Pacific (ex-Japan) client service and marketing, and the head of its Singapore office. Formerly ...

APRA proposes new remuneration standard

KARREN VERGARA  |  TUESDAY, 23 JUL 2019
APRA is introducing a new remuneration prudential standard for its regulated entities on the back of the Hayne Royal Commission's final recommendations. Draft prudential standard CPS 511 Remuneration is open for consultation until October 22. Chief ...

SG debate puts super in a spin

HARRISON WORLEY  |  TUESDAY, 23 JUL 2019
... two years in 2013 was put to the electorate prior to that year's Federal election. "The Australian people endorsed our plan and we acted consistently with the plan we took to the 2013 election," Cormann said. Responding to Gallagher later in the ...

Ariel Investments promotes president

KARREN VERGARA  |  MONDAY, 22 JUL 2019
Ariel Investments has promoted its long-serving president to co-chief executive as part of its succession plan. Mellody Hobson is now president and co-chief executive of the Chicago-based fund manager. Since taking on the new title in July, Hobson is ...

AFA expands support for paraplanners

ELIZABETH MCARTHUR  |  MONDAY, 22 JUL 2019
The Association of Financial Advisers (AFA) launched a new community of practice for paraplanners. AFA Pulse has been designed as an online community, launched with a Facebook page. Any AFA members who are paraplanners or looking to move into paraplanning ...

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser. The Match My Planner service is designed to create matches between clients and advisers. The potential clients' ...

Average Aussie $560k richer with advice

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice. Russell's research estimates the average Australian receiving ...