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Showing 6931 - 6940 of 18271 results for "Plan"

Perpetual's Parkin resigns, successor named

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
Perpetual's deputy head of equities Nathan Parkin will step down effective immediately, with his replacement already named. Vince Pezzullo will take on the role, while Parkin's portfolio management responsibilities will be shared between Pezzullo and ...

RI Advice launches retirement planning toolkit

ALEX BURKE  |  THURSDAY, 15 DEC 2016
Addressing the needs of specialist retirement advisers, RI Advice conducted independent research to build its new retirement planning toolkit. The toolkit comprises insights from said research, client video case studies, direct mail templates and social ...

Turnbull putting industry fund governance back on the table

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
Speaking at a Financial Services Council breakfast in Sydney, Prime Minister Malcolm Turnbull said he would use 2017 to address inconsistencies in super fund governance. He suggested that at present, super fund governance standards are not applied equally ...

Fiducian boosts FUA by $44m

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
Fiducian boosted its funds under advice by $44 million after agreeing to acquire two Victorian practices. The total consideration for the practices, which are based in northeast Melbourne and Gippsland, is $720,000. Following the dual acquisition, Fiducian's ...

Advice practices pass health check

DARREN SNYDER  |  WEDNESDAY, 14 DEC 2016
... head of distribution Kristine Brooks says from 184 practice self-assessments, more than 40% propose to revise their business plan and referral partner strategy. More than one-third of practices are set to revise their client communication plan (36%) ...

Canadian pension fund enters AMP Capital property portfolio

DARREN SNYDER  |  TUESDAY, 13 DEC 2016
... portfolio managed by AMP Capital is welcoming its latest co-investor, a second Canadian pension fund. The Canada Pension Plan Investment Board (CPPIB) is acquiring a 50% stake from fellow Canadian owner, the Public Sector Pension Investment Board (PSP ...

Powerwrap CEO leaves for consultant role

ALEX BURKE  |  TUESDAY, 13 DEC 2016
Powerwrap's chief executive has left the company, but will remain involved as a strategic consultant. Cormac Heffernan took the reins at Powerwrap in 2012, having previously been a consultant. Prior to that, he was head of portfolio services at NAB ...

Former ANZ planner cops ban

JAMIE WILLIAMSON  |  MONDAY, 12 DEC 2016
ASIC has banned a former ANZ Financial Planning representative for five years. The regulator found that Andrew TambyRajah of Sydney engaged in misleading and deceptive conduct while employed by ANZ Financial Planning between 19 January 2006 and 30 July ...

IMAP expands advisory board

JAMIE WILLIAMSON  |  SUNDAY, 11 DEC 2016
The Institute of Managed Account Professionals (IMAP) has made a series of appointments to its advisory board. The appointments come as part of the association's growth strategy, leading on from IMAP chair Toby Potter's decision to take on a more full-time ...

Super clarity presents adviser opportunity

KERRIE SYDEE  |  FRIDAY, 9 DEC 2016
Following long awaited legislation changes to superannuation, the system still remains fundamentally attractive, consultant Rice Warner says. While the changes are some of the biggest to the super tax system in the last decade they present an opportunity ...