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Showing 5551 - 5560 of 18266 results for "Plan"

Aussie fund manager opens New York office

KARREN VERGARA  |  MONDAY, 4 MAR 2019
A $10 billion Aussie fund manager is ramping up its US expansion with the hire of a local expert and flagging further executive appointments. Bennelong Funds Management's new subsidiary BennBridge US will distribute a number of its existing investment ...

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
Financial planners are increasingly repositioning themselves as asset allocators instead of stock pickers, according to Investment Trends. The research firm's survey of nearly 1000 financial planners and stockbrokers found about one in four (25%) ...

Grandfathered commissions ban unconstitutional: Association

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2019
A financial advice industry association is looking to take the Government to the High Court over the planned ban on grandfathered commissions, arguing the changes may not be constitutionally valid. The Association of Independently Owned Financial Professionals ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
Two Financial Planning Association of Australia members have faced immediate sanctions following determinations from the association's Conduct Review Commission. On Friday the FPA said two members would be stripped of their membership and professional ...

APRA sets sights on 2019 targets

HARRISON WORLEY  |  FRIDAY, 1 MAR 2019
... superannuation and the BEAR legislation. For the super sector, APRA has outlined three specific plans. It is headlined by a plan to ensure trustees are prepared to implement the new member outcomes assessments from July 1. The prudential regulator also ...

Advice firm hires chair

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
A Melbourne-based advice, wealth management and accounting firm has appointed a new chair as its incumbent retires. Tim Carroll will start as Prime Financial Group's non-executive, independent chair on March 1, after serving on the board for three years. ...

Midwinter appoints new chief executive

HARRISON WORLEY  |  THURSDAY, 28 FEB 2019
Jeffrey Hall has been appointed as Midwinter chief executive, joining the company after about seven years as a director in EY's wealth and asset management arm. Midwinter said Hall's appointment followed an active search for additional "executive presence" ...

Wills are an afterthought for the rich: Lawyer

KARREN VERGARA  |  WEDNESDAY, 27 FEB 2019
The number of wealthy people who don't have wills or rely on do-it-yourself will kits still comes as no surprise to an estate planning expert. Australian Unity Trustees national manager of estate planning Anna Hacker says wealthier people are not as ...

KPMG expands advice remediation team

HARRISON WORLEY  |  TUESDAY, 26 FEB 2019
... passed $250 million and could reach $850 million. This includes includes more than $100 million for NAB and NULIS after its plan service fee debacle was revealed during Royal Commission public hearings. Earlier this month Commonwealth Financial Planning ...

AXA IM acquires three Sydney hotels

KANIKA SOOD  |  TUESDAY, 26 FEB 2019
... from a number of major infrastructure projects within the New South Wales state government's recently released 'Three Cities Plan', which aims to bring 47,000 additional jobs to an already highly diverse and established employment zone, where a large ...