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Showing 5381 - 5390 of 18266 results for "Plan"

Commonwealth FP completes EU compliance

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 JUN 2019
Commonwealth Financial Planning has complied with ASIC's court enforceable undertaking regarding fees for no service conduct and said it will transition to a new business model. At the end of May, ASIC received an attestation from Commonwealth Financial ...

Industry veterans recognised

ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
A number of financial services industry veterans were recognised in the Queen's Birthday Honours list this weekend. The 2019 Queen's Birthday Honours included investment professionals, financial advisers, banking professionals and superannuation ...

J.P. Morgan wins custody mandate

KANIKA SOOD  |  TUESDAY, 11 JUN 2019
A global investment manager has extended its custody and funds administration relationship with J.P. Morgan with a new mandate. Neuberger Berman used J.P. Morgan as custodian when it launched its $413 million high-yield fixed income listed investment ...

Industry fund appoints advice GM

KANIKA SOOD  |  FRIDAY, 7 JUN 2019
An $8.6 billion industry fund has appointed a general manager, distribution and advice as a part of key internal appointments under its new chief executive. Statewide Super said its new chief executive Tony D'Alessandro, appointed on March 1, has ...

Wills and BDBN raise adviser interest

KARREN VERGARA  |  FRIDAY, 7 JUN 2019
The complexities of binding death benefit nominations and wills piqued the interest of many at the quarterly Challenger and Financial Standard Technical Services Forum. Australian Unity head of technical services Yvonne Chu raised the question of what ...

New leadership at SuperConcepts

ELIZABETH MCARTHUR  |  FRIDAY, 7 JUN 2019
SuperConcepts has expanded its leadership team with the creation of two new general manager roles. Annette Sheppard will become general manager of growth and Yasmin Omar-Meer has been appointed general manager of strategy, product and price. Sheppard's ...

PYSP puts SMSFs at risk

HARRISON WORLEY  |  THURSDAY, 6 JUN 2019
As July 1 approaches, some self-managed superannuation fund members are scrambling to ensure life insurance policies held through an APRA-regulated fund aren't suddenly cancelled. With the Government's Protecting Your Super Package about to kick in ...

Super startup taps new investors

KANIKA SOOD  |  WEDNESDAY, 5 JUN 2019
... significant allocations to residential property and a focus on tech through a partnership with GBST. The fund operates as a sub plan of the Tidswell Master Superannuation Plan and was launched in March 2018 by Olympic medalist and former investment banker ...

Ethical funds not ambitious enough: Future Super

ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
Future Super's new Impact Report has revealed two of the funds three investment options abates more carbon dioxide per investor than if that person were to go vegan and live car-free. Speaking to Financial Standard, Future Super founder and managing ...

Dealer group strengthens executive lineup

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
A financial advice dealer group has appointed two new group executives to its leadership team. Centrepoint Alliance has appointed a new group executive of advice, and group executive of advice services and solutions. Paul Cullen has been named the group's ...