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Showing 7241 - 7250 of 18271 results for "Plan"

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
Managed Accounts Holdings (MGP) subsidiary Planner Holdings has acquired a minority interest in a Queensland-based advice firm. Holman McGregor Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder ...

FPA makes key policy and membership appointments

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
The Financial Planning Association of Australia (FPA) has made three key appointments in the roles of head of advice partnerships and membership, head of policy and policy manager. Jason Tattershall has been appointed head of advice partnerships and ...

Keybridge hits back at Bentley on ASX

ALEX BURKE  |  FRIDAY, 15 JUL 2016
Keybridge has defended its public criticisms of shareholder Bentley Capital on the ASX. As reported in Financial Standard on July 12, Bentley Capital hit back at Keybridge chair Andrew Moffatt's statements on the ASX. Moffat, whom Bentley is proposing ...

Fordham sets sight on growth

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
... NSW". "We are dedicated to helping business owners understand and manage their business, build and protect their wealth, and plan and structure their future in an integrated way", Donato said. Speaking about the appointments Donato said: "We are committed ...

NAB merger creates largest retail super fund

ALEX BURKE  |  THURSDAY, 14 JUL 2016
NAB has merged five of its super funds into one, creating the largest retail fund in the country. The new MLC Super Fund comprises MLC MasterKey and Plum superannuation offerings, and represents roughly $70 billion in funds under management - this makes ...

Fee and return disclosures influence retirement choice

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
A group of researchers have developed strategies to advance superannuation member engagement with retirement plan choices, particularly focusing on fee and return disclosures. In a working paper recently published by the Centre of Excellence in Population ...

Elders adds fifth practice

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
Elders Financial Planning (EFP) has added its fifth practice and has welcomed a new regional financial adviser. Stephen Clark has joined Border Region Financial Services, a corporate authorised practice in the Kyogle region of New South Wales. Border ...

MGD sets focus on risk and succession

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Boutique financial services firm, MGD Wealth recently appointed a director of risk and succession. Joining the MGD team is Andrew Proudfoot, who will focus on the provision of financial risk mitigation strategies and high level strategic business succession ...

Nationals senator not giving up on life insurance investigation

ALEX BURKE  |  TUESDAY, 12 JUL 2016
Senator John Williams said regardless of what Parliament ultimately looks like after a hotly-contested election, he will prioritise continuing the Senate Economics References Committee's life insurance industry investigation. Speaking to Financial Standard ...

Bennelong appoints two board members

DARREN SNYDER  |  TUESDAY, 12 JUL 2016
Bennelong Funds Management is signaling its two new board appointments as part of a wider vision to expand both locally and offshore. Joining the board at Bennelong as non-executive directors are Vicki Allen and Lincoln McMahon. This announcement, coupled ...