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Showing 641 - 650 of 1853 results for "Financial Group"

AMP given the boot by AFL

KANIKA SOOD  |  TUESDAY, 3 DEC 2019
... providing superannuation for both players and other employees. It provided financial advice through Shadforth Financial Group. The AFL fund had $145 million in assets at June end, according to APRA statistics. Hostplus's MySuper option has better ...

Money magazine appoints editor-at-large

JAMIE WILLIAMSON  |  MONDAY, 2 DEC 2019
... 20 years' finance journalism experience, Newbould was most recently in marketing and communications at BT Financial Group where she founded the Stella Network, connecting women in financial advice. She is a former managing editor of Morningstar Australia ...

How much a self-licensee spends on compliance

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... need two to three authorised representatives to break even on the cost. Docker's view was shared by Lonsdale Financial Group chief executive Mark Stephen. His dealer group has 220 advisers and 60 self-licensed planners. "Roughly 20 to 30% of an adviser's ...

Life Company of the Year crowned

ELIZABETH MCARTHUR  |  FRIDAY, 15 NOV 2019
... life and total and permanent disability cover and Zurich was recognised for service quality and best BDM team. BT Financial Group cleaned up in the Consumer Choice categories, with head of claims Neil Borthwick accepting six awards in total. BT won overall ...

Colonial First State appoints distribution lead

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
Colonial First State has appointed a new general manager for its distribution functions, while renaming it to CFS Advice Relationships. Bryce Quirk was announced as the general manager of CFS Advice Relationships this morning to staff and advisers. ...

Magellan hires Macquarie insto head

KANIKA SOOD  |  MONDAY, 11 NOV 2019
... listed investment trust for its high conviction strategy and is working on a retirement income product. Magellan Financial Group reported NPAT of $377 million for FY19, up from $212 million last year.

BT shuts down two funds

KANIKA SOOD  |  THURSDAY, 7 NOV 2019
BT Financial Group has shut down a $670 million global property fund and a $293 million Asian shares fund, as it sees them unsuitable for retail investors. The bigger of the two funds, Advance Global Property Fund was managed by Principal Global Investors ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... off. Rothnie is a former authorised representative of GPS Wealth and has also previously been licensed by Beacon Financial Group subsidiary The FinancialLink Group. According to the Tax Practitioners Board website, he is a member of the Association of ...

Adviser tampered with MySuper

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... because MySuper products are prohibited from paying commissions to financial advisers. Tran's business, Futura Financial Group, sent 424 letters to clients telling them if they did not respond within 30 days their accrued super in the default would not ...

Advice group chief executive to depart

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
... head of marketing at Fidelity Australia. She has also previously held senior roles with Colonial First State, BT Financial Group and Westpac. She held a series of roles with AMP between 1988 and 1997 after which she joined Rothschild Australia Asset ...