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Showing 6851 - 6860 of 18271 results for "Plan"

Dealer group announces promotion and partnership

DARREN SNYDER  |  THURSDAY, 16 FEB 2017
National dealer group Elders Financial Planning has promoted from within for a new role and announced a digital alliance to continually improve its adviser offering. Elders promoted adviser services co-ordinator Anna Van-Gasteren to national practice ...

Long-serving Platinum portfolio manager departs

ALEX BURKE  |  WEDNESDAY, 15 FEB 2017
A portfolio manager at Platinum Asset Management will step down from his role after 15 years with the firm. Simon Trevett joined Platinum in 2002 and currently co-manages the Platinum International Brands Fund with Jamie Halse, who will now take on ...

FPA expels and fines dishonest member

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
The Financial Planning Association Conduct Review Commission Disciplinary Panel has expelled financial adviser Darren Tindall and issued a fine of $16,000. In a determination handed down on 10 February, the CRC decided to expel Tindall of PWM Advice ...

Ignition Wealth launches goals-based investing

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
Ignition Wealth will launch a goals-based investment offering. The company, which received financial backing from planning pioneer Barry Lambert last year, has appointed SiResearch to provide adaptive asset allocation built around goals which have a ...

Couples can benefit more than singles in SMSFs

EMMA RAPAPORT  |  TUESDAY, 14 FEB 2017
This Valentine's Day, as you stare across the table at your loved one, you may want to ask if they're ready to join you in a self-managed superannuation fund. It may not sound as exciting as buying a house together or signing up for a joint bank account ...

Landmark advice reforms pass Senate

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
The wealth management industry was overwhelming in its support of the Senate passing two significant reforms aimed at strengthening consumer confidence in the financial planning and life insurance sectors. Both pieces of legislation were passed unchallenged ...

Merlicek to retire, IOOF appoints new CIO

JAMIE WILLIAMSON AND DARREN SNYDER  |  THURSDAY, 9 FEB 2017
After eight years leading the IOOF investment team and strategy, chief investment officer Steve Merlicek is stepping down in June. The celebrated executive has been instrumental in delivering impressive fund performance, especially for IOOF's multi-manager ...

Suncorp begins life business optimisation

DARREN SNYDER  |  THURSDAY, 9 FEB 2017
Suncorp is implementing an optimisation program for its Australian life insurance business in a bid to improve competitiveness and achieve better customer outcomes. Announcing its half-year results today, Suncorp said it was rolling out the optimisation ...

New white labels highlight OneVue growth

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
OneVue will partner for three white labels following record quarterly cashflows. The platform, which recorded inflows of $310 million for the December 2016 quarter, will deliver three white label solutions for MGD Wealth, Prosperum Wealth and an unnamed ...

Industry giant retires

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
Celebrated financial services figure Barry Lambert is retiring from the Class board of directors. Lambert, aged 70, said he is retiring to concentrate on campaign work for greenlight.support, an advocacy group which lobbies for patients to have access ...