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Showing 6401 - 6410 of 18271 results for "Plan"

AZ NGA assets hit $6bn with latest acquisition

ALEX BURKE  |  THURSDAY, 2 NOV 2017
An AZ Next Generation Advisory subsidiary has acquired a $284 million client book, bringing the group's total assets under advice to more than $6 billion. Wise Planners, which AZ NGA acquired in 2015, bought the client book from AFM Advisers. AFM was ...

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
There is a growing mismatch between the demand for financial advice and the industry's inability to retain clients, latest Investment Trends research warns. Despite a record high of three million Australians intending to use a financial planner over ...

NZ Super Fund to invest $90m in life insurer

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
The New Zealand Superannuation Fund is proposing to invest NZ$100 million ($90 million) in a large life insurance provider, taking a 41.1% stake in the company. Fidelity Life is New Zealand's largest Kiwi-owned life insurer. Subject to shareholder approvals ...

FPA supports disadvantaged youths

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
The Financial Planning Association of Australia's philanthropic arm has awarded $133,000 in support of young disadvantaged Australians. This year alone, the Future2 Foundation has funded projects in financial literacy, skills training, work experience ...

Superannuation investment guru joins La Trobe board

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
The former chief investment officer at Commonwealth Bank Group Super is joining up with La Trobe Financial. Gerard Parlevliet joins the La Trobe Financial board with plans to assist the company expanding its Sydney footprint in the investment sector. ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
... said. At the University Challenge, students participated as individuals or in teams and were required to submit a financial plan for a hypothetical client as part of their initial competition entry. The top five entries were then chosen to participate ...

TCorp and Sunsuper buy UK airports

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
... stakes in two UK regional airports after striking a deal with a large Canadian pension fund. The Ontario Teachers' Pension Plan (OTPP) sold 30% of its stakes in Bristol Airport and Birmingham Airport as part of its broader investment strategy that brings ...

Banks will step out of wealth: Medcraft

DARREN SNYDER  |  TUESDAY, 31 OCT 2017
... remuneration that incentivises what a good financial services company looks like. ASIC has detailed this in its corporate plan.

Synchron hires new state manager from AMP

ALEX BURKE  |  TUESDAY, 31 OCT 2017
Financial advice dealer group Synchron has appointed a new state manager for South Australia and the Northern Territory. Chris Regenass joins Synchron from AMP, where he was head of financial planning for the same region. He has held multiple positions ...

BEAR has 'teeth': Treasurer

KARREN VERGARA  |  MONDAY, 30 OCT 2017
Bank executives and directors who breach their obligations under the Banking Executive Accountability Regime will face much tougher penalties and consequences, Treasurer Scott Morrison warns. Morrison told the Financial Services Council and BT Political ...