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Showing 5921 - 5930 of 18266 results for "Plan"

Pinnacle splashes $50m on acquisitions

KANIKA SOOD  |  TUESDAY, 24 JUL 2018
... joint lead managers and bookrunners while Ord Minnett is acting as a co-lead manager. PNI is also running a share purchase plan that will allow investors to top up their holdings by a maximum of $15,000 to raise a maximum of $10 million. Both offers ...

FASEA releases professional year guidance

JAMIE WILLIAMSON  |  TUESDAY, 24 JUL 2018
The Financial Adviser Standards and Ethics Authority released its guidance on the professional year that all new advisers will be required to complete from 1 January 2019. FASEA proposes the professional year be designed to ensure the practical learning ...

AAT reduces former adviser's ban

HARRISON WORLEY  |  MONDAY, 23 JUL 2018
A former financial planner who lied about his planning qualifications will be able to provide financial services again in 2022, after his original ban was reduced. Permanently banned from providing financial services by ASIC in 2016, former Hobart financial ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... events," she explains. Scifleet says this is largely what motivated her to sell her business, saying: "I wanted a succession plan not only for me, but for my clients. The clients plan is about them and not me, but my financial plan involves not only ...

Macrovue appoints ANZ Wealth executive

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
The AMP-backed investment fintech has appointed a chief marketing officer from ANZ Wealth, and is expected to make more hires in its sales and marketing teams over the next sixth months. Macrovue's new chief marketing officer is Scott Spencer. He ...

AMP dumps Horizons program

JAMIE WILLIAMSON  |  FRIDAY, 20 JUL 2018
AMP has scrapped its Horizons program, replacing it with a new, FASEA-compliant education and training course for financial advisers. Open to those with a degree approved by the Financial Adviser Standards and Ethics Authority, the new Adviser Pathways ...

SMSFs overlooking off-the-plan property risks

KARREN VERGARA  |  FRIDAY, 20 JUL 2018
Self-managed superannuation funds are showing a strong demand for off-the-plan properties but often overlook the risks associated with this type of investment. According to property research firm RiskWise, off-the-plan properties have driven lower property ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
HUB24 is catering for new entrants to the investment platform market with the launch of a lower-cost and simpler option in its investor directed portfolio service (IDPS) and superannuation products. To be introduced in August, the HUB24 core offering ...

Independent planning firm jumps into agriculture

HARRISON WORLEY  |  WEDNESDAY, 18 JUL 2018
Growth Farms' recently launched farm leasing fund picked up a cornerstone investment from a $1 billion advisory group. Providence Wealth has made a "substantial" investment in the fledgling Australian Agricultural Lease Fund, making it the fund's cornerstone ...

Wealthier Aussies seeking advice

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
Latest research shows about two million Australians sought financial advice in the 12 months to May, accounting for more than 27% of the total wealth management market. In its latest report, Roy Morgan has found that 1.96 million Australians have seen ...