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Showing 6491 - 6500 of 18271 results for "Plan"

Adviser demand drives new CFM strategy

ALEX BURKE  |  MONDAY, 25 SEP 2017
Strong demand from Australian financial advisers drove Capital Fund Management to launch a new diversified strategy, which has already been rated "Recommended" by Lonsec. The CFM IS Trends Trust has been produced exclusively for the Australian market ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says. According to Australian Unity national manager of estate ...

Hastings names new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 22 SEP 2017
A former chief financial officer of Westpac's institutional bank will be the next chief executive of Hastings Funds Management. Hastings chairman Brian Scullin has confirmed that current chief executive Andrew Day will leave the business at the end ...

Lazy LIF planning means advice businesses at risk

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
... the new clawback provisions, 25% of respondents indicated they would put a formal retention strategy in place, while 26% plan to charge a client fee to cover any clawback amount and 23.5% will use level commissions for larger cases. The remainder of ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
Numerous financial advisers are resisting change and not doing enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement. Tynan Connect Financial Service Brokers chief executive Paul Tynan said ...

AMP launches LIF-ready resource

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
... including AMP Flexible Super - Super Protection or Essential Protection. "Existing FLP customers don't need to do anything, their plan won't change and it will still cover them for the needs they identified when they chose it," the company said. On a ...

Investec to take on Aussie ABL sector

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2017
The Investec Group will enter the local asset-based lending (ABL) market, complementing its products already offered in Australia. Investec Australia's Corporate and Acquisition Finance (CAF) division will focus on sponsored and non-sponsored event ...

Netwealth sells Bridgeport, Pathway

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
Netwealth is selling its financial advice subsidiaries, choosing to instead focus on its platform and managed accounts solutions. The group has announced that discussions with potential buyers for both Bridgeport Financial Services and Pathway Licensee ...

Sequoia raises curtains on two key acquisitions

ALEX BURKE  |  TUESDAY, 19 SEP 2017
After suspending trading last week, Sequoia Financial Group has acquired a major Australian broking firm and says it will complete another purchase originally flagged in June. Morrison Securities, part of the ASX Group since 1985 and formerly owned ...

Lower returns but higher balances for SMSFs

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... leave money in the pool for the purpose of inheritance, down from about 20% in the previous financial year. On average they plan to leave $780,000 - less than the overall balance and thereby indicative that some capital will likely be eroded throughout ...