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Showing 6001 - 6010 of 18266 results for "Plan"

Cromwell appoints new director

KANIKA SOOD  |  MONDAY, 4 JUN 2018
The listed real estate investor and manager is bidding farewell to a retiring director and is bringing in ARA Australia's chief executive. David Blight is getting a seat on the Cromwell board after the Singapore-based ARA Asset Management acquired ...

ASIC bans former AMP adviser

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
ASIC's wealth management project has banned a former Charter Financial Planning adviser for five years. Desmond Luplau has copped a five-year ban on the provision of financial services from the regulator for failing to act in the best interests of his ...

Managing Director departs AMP-backed planning network

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
The managing director of an AMP-backed financial planning dealer group with more than $23 billion in funds under advice has resigned. AMP confirmed the departure of Neil Swindells, managing director at Charter Financial Planning. Swindells was appointed ...

Super scorecard to shift consumer playing field

DARREN SNYDER  |  THURSDAY, 31 MAY 2018
... Another speaker at the forum, Dimensional Fund Advisors resident scientist Professor Robert Merton, said Australia's plan to reorient its superannuation system towards an income goal will require a change in risk management. The Nobel Prize-winning ...

Advice fintech reshuffles leadership

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
The managing director of an ASX-listed financial advice fintech is stepping aside and an interim chief executive has been appointed. Intiger announced managing director Mark Fisher will hand over leadership of the software developer to global head of ...

SMAs leading growth at Praemium

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
Praemium's separately managed accounts business is leading the pack among its offerings, raking in 47% higher revenues in the first half of FY18 as compared to H1 FY17. Collectively the company's product offerings brought in revenue of $21.5 ...

Estate planning lawyer fined for misconduct

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
A solicitor who witnessed a client's estate planning documents before they had been signed by the testator or donor recently copped a $3000 fine and escaped being struck off the Roll. Martin Dubler is on the Supreme Court of New South Wales Roll ...

Second APRA deputy chair nominated

HARRISON WORLEY  |  WEDNESDAY, 30 MAY 2018
The prudential regulator has welcomed the nomination of an additional deputy chair and the reappointment of Helen Rowell. The Federal Government reappointed Rowell as APRA deputy chair with a new five-year term set to begin on July 1. The end of the ...

Industry stakeholders welcome PC report

JAMIE WILLIAMSON  |  WEDNESDAY, 30 MAY 2018
... cost-effective manner. "In particular, for SMSF trustees starting off with a lower balance, it is essential that they have a plan to achieve greater scale and cost-effectiveness as quickly as possible," Maroney said. "To achieve this goal the association ...

Asset manager welcomes new hires

JAMIE WILLIAMSON  |  TUESDAY, 29 MAY 2018
A multi-affiliate asset management firm has made two additions to its distribution and operations teams, including a former Colonial First State executive. Alan Kenny has joined Ironbark Asset Management as head of client solutions. Kenny was most recently ...