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Showing 6521 - 6530 of 18271 results for "Plan"

Merger sees advice firms capitalise on capabilities

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
Two multi-office financial advice and accountancy businesses will merge on October 1. At the end of the month, Navacue Accountants & Financial Advisors will become Modoras Financial Performance Solutions - a progression of an existing partnership. In ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
The five finalists in the 2017 Female Excellence in Advice Award have been named. Presented by the Association of Financial Advisers and TAL, the FEIA Award recognises the significant contributions made by women in the financial advice profession, their ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
AZ Next Generation Advisory is continuing its acquisition spree with the purchase of a highly targeted and integrated financial planning business specialising in wealth management for doctors and other medical specialists. The firm signed a binding ...

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
Fitzpatricks Group has acquired a Melbourne based financial advice firm with a private client base of more than 3500 following its fresh capital injection from Quadrant Private Equity and Yorkway Capital Partners. The acquisition of Retirement Victoria ...

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
A newly-formed fintech partnership will enable Centrepoint Alliance financial advisers to develop stronger client relationships as well as provide tools to promote shared responsibility for the client's financial situation. A full-service money management ...

Citi expands Australian wealth business

KARREN VERGARA  |  TUESDAY, 5 SEP 2017
Citi will treble its Australian wealth management business by 2020, announcing plans to rapidly expand its client base and increase staff by more than 100 over the next three years. The firm is focusing on meeting the needs of Australia's rapidly growing ...

Aussie super funds increase world ranking

EMMA RAPAPORT  |  TUESDAY, 5 SEP 2017
Several Australian superannuation funds have been included in the ranks of the world's largest pension funds, recording a 9.1% increase in growth. Research provided by Willis Towers Watson shows that of 300 pension funds listed, 16 Australian funds ...

AMP and Challenger ink annuities deal

ALEX BURKE  |  TUESDAY, 5 SEP 2017
Challenger annuities will now be available through AMP's adviser portal, marking one of the more historic partnerships since Challenger swapped its financial planning business for AXA's annuities portfolio in 2008. Financial advisers will now be able ...

Group insurance premium arrangements unclear: ISWG

KARREN VERGARA  |  MONDAY, 4 SEP 2017
The lack of understanding and poor transparency around premium adjustment mechanisms have emerged as major concerns in the latest Insurance in Superannuation Working Group discussion paper. Greater disclosure on premium adjustment mechanisms should ...

Grant Thornton bolsters dedication to retail clients via merger

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
... Grant Thornton, saying the combined offering would ensure benefits for clients of both companies. "We have had a very clear plan to expand our growth advisory expertise and to provide our clients - particularly mid-size clients - with more expertise ...