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Showing 7191 - 7200 of 18271 results for "Plan"

AFA calls on members to reject constitution change

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
The Association of Financial Advisers (AFA) is calling on members to reject a call for an extraordinary general meeting (EGM) to pass a special resolution to change the AFA constitution, following an adviser's request via the Life Insurance Customer ...

Implemented Portfolios launches branded IMA

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
Leading managed account specialist, Implemented Portfolios has launched a branded individually managed account (IMA) service. The IMA solution allows Australian financial advisers and licensees to white-label the Implemented Portfolios IMA technology ...

ASX blockchain move defensive: Professor

DARREN SNYDER  |  TUESDAY, 9 AUG 2016
A New York University professor believes at the very least the ASX should use blockchain to improve its back office processing of trades because that alone would provide a big profit opportunity. NYU Stern School of Business professor David Yermack ...

Advisers can seek AMP for insurance support

DARREN SNYDER  |  TUESDAY, 9 AUG 2016
... new AMP Elevate Life and TPD policies. The discount lasts for the life of the policy and can be combined with a 5% multi-plan discount on Life, TPD and Trauma policies when bundled with an eligible Income Protection policy. Financial advisers can access ...

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
Mid-tier accounting, taxation and audit firm, Bentleys NSW, has launched a new financial advisory division, Bentleys Wealth Advisors. Led by newly appointed managing director of Bentleys Wealth Advisors, Matthew Cassidy, the division is focused on offering ...

Fitzpatricks adds new advice firm

DARREN SNYDER  |  MONDAY, 8 AUG 2016
A private ownership model and a client-first culture are said to be the main reasons behind a Perth-based financial advice firm joining Fitzpatricks Private Wealth. Paradigm Financial Consulting is the new Fitzpatricks partner, entering with a commitment ...

Super funds struggling as member engagement decreases

ALEX BURKE  |  MONDAY, 8 AUG 2016
Superannuation funds are finding it increasingly difficult to keep their members engaged, according to CoreData research. The CoreData 2016 Member Engagement Report found that 51.4% of super members surveyed were engaged with their retirement savings ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
AZ Next Generation Advisory has appointed a new general manager, financial planning. Adrian Ashton joins AZ NGA from Financial Keys, where he worked as a financial adviser. Prior to that, he was director of the licensee advice, mergers and acquisitions ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... synergy between Wise Planners and DFAs Corporate Super offering. Wise Planners joined AZNGA in order to accelerate our growth plan. This deal represents the first significant step in achieving our growth objectives." AZ NGA chief executive Paull Barrett ...

VicSuper chief wins FEAL award

MARK SMITH  |  THURSDAY, 4 AUG 2016
VicSuper chief executive Michael Dundon has been named the Fund Executive Association Limited (FEAL) Fund Executive of the Year. The 15th annual Fund Executive of the Year award was presented at a FEAL members' dinner at the Sheraton on the Park in ...