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Showing 6631 - 6640 of 18271 results for "Plan"

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ...

Westpac GM becomes PNG wealth group CEO

ALEX BURKE  |  TUESDAY, 27 JUN 2017
... Greg Pawson's appointment as Kina Securities' chief executive was announced as part of Kina's senior management succession plan, which also includes splitting managing director and chief executive roles in light of long-serving MD Syd Yates expressing ...

New role builds Suncorp Marketplace momentum

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2017
... role of chief program excellence officer, Lisa Harrison will be responsible for the co-ordination of the Suncorp business plan deliverables, including projects that have been prioritised to build Suncorp Marketplace. The online Marketplace will provide ...

Australia a nation changing fast: Census

ALEX DUNNIN  |  TUESDAY, 27 JUN 2017
The first snapshot results of the 2016 Census have been released by the Australian Bureau of Statistics and for the wealth management industry they paint a picture of a rapidly changing nation and marketplace. For starters, population growth is increasing. ...

The 2016 Census as a guide

BENJAMIN ONG  |  TUESDAY, 27 JUN 2017
Australia was in the midst of a recession; total population was just a little bit over 17 million; median house prices in Melbourne was $80,000 (in Sydney it was $115,825); there was rarely a traffic jam on the streets and you could take your pick of ...

Fiducian retains custodian

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2017
Fiducian reappointed its custodian for a further five years, with the partnership placing the publically listed group in good stead to continue its expansion strategy. Fiducian managing director Indy Singh said the group renewed its contract with NAB ...

Super funds fight for financial inclusion

EMMA RAPAPORT  |  FRIDAY, 23 JUN 2017
... Industry superannuation funds VicSuper and HESTA are among 30 organisations forming the national Financial Inclusion Action Plan, driving inclusion and resilience for adults who are experiencing financial exclusion. The initiative, facilitated by Good ...

Brisbane adviser receives top planning award

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
The top performing student in the final unit of the Financial Planning Association of Australia's CFP program was awarded the Gwen Fletcher Memorial Award for her ongoing commitment to providing quality financial advice. Bronnie Abraham of Brisbane-based ...

Good oil, bad oil

BENJAMIN ONG  |  FRIDAY, 23 JUN 2017
Houston, do we have a problem? Oil has. It's back in a bear market - with the price of both the West Texas Intermediate (WTI) and Brent dropping by more than 20% from this year's highs. WTI oil edged up a little to US$42.73/barrel overnight after dropping ...

Lonsec grows retirement panel membership

KARREN VERGARA  |  THURSDAY, 22 JUN 2017
Challenger is the latest to join Lonsec's thought leadership panel aiming to provide financial planners insights and solutions when it comes to advising clients on retirement. Lonsec Retire is an initiative between the research firm and actuarial provider ...