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Showing 6961 - 6970 of 18271 results for "Plan"

AMP advice chief departs in executive restructure

ALEX BURKE  |  TUESDAY, 29 NOV 2016
AMP has restructured its senior leadership team as part of its long-term growth plan, making multiple new appointments and seeing off three senior executives. As a result of the changes, AMP's group executive, advice and banking Rob Caprioli will depart. ...

Henderson fund receives ratings upgrade

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
The Henderson Absolute Return Australia Equity Fund has been upgraded to a "Recommended" rating by Lonsec. The equity market neutral fund reached its three year milestone in May 2016 and is managed by Henderson head of alternative Australian equities ...

CBA, Westpac put spotlight on financial exclusion

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
... opportunities for professional and leadership development CBA general manager corporate responsibility Kylie Macfarlane said: "This plan is a demonstration of how we embed our vision and values in our business practice and will ensure we are working ...

Global firm introduces Australian pooled funds

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
A New York-based global investment firm has launched the first of two Australian pooled funds. Pzena Investment Management has launched the Pzena Emerging Markets Value Fund to institutional investors across Australia and New Zealand. The fund was opened ...

Long way to go on professional standards: FPA

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
Financial Planning Association of Australia chief executive Dante De Gori has warned the journey toward introducing a minimum professional standard is far from over, despite the legislation being tabled last week. Speaking to Financial Standard, De ...

Instos consider Aussie infrastructure plans

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
... and internationally." The government is supporting 69 of the 78 recommendations made by Infrastructure Australia's 15-year plan to build a stronger nation and a more prosperous economy. It has committed funding towards 14 of the 15 projects on Infrastructure ...

OneVue hires former YBR wealth CEO

ALEX BURKE  |  FRIDAY, 25 NOV 2016
OneVue has appointed a new executive general manager, wealth management services. Matt Lawler joins OneVue from Yellow Brick Road, where he was chief executive, wealth management. Lawler resigned from YBR in July having worked there for five years. ...

Key demographic trends open new doors for advice

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
... Inwood believes that the advice market could double in size in the next five years if advisers start encouraging clients to plan ahead, creating a stronger advice relationship and rebuilding trust diminished by the GFC and recent advice scandals along ...

Kathy Havers from Catalyst wins Future2 award second-year running

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
A financial planner from Melbourne has taken out the Financial Planning Association of Australia's 2016 Future2 community service award for the second time. Kathy Havers of Catalyst Financial Group was presented with the award at the annual Future2 ...

Make advice go viral

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
Financial planning practices should be more engaged with social media in order to spread the benefits of financial advice and build consumer trust. The pressure on businesses to have a digital presence is ever increasing, with the societal expectation ...