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Showing 7701 - 7710 of 18273 results for "Plan"

AMP adviser, former Shadforth exec join Fortnum

LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
An AMP adviser, a former Shadforth director and an independent practice have recently joined Fortnum Financial Group. Former SFG Australia managing director Tony Fenning has joined the Fortnum board as a non-executive director. Fenning is also a board ...

PROFILE: REI Super chief executive Mal Smith

DARREN SNYDER, LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
REI Super is home to the superannuation funds of Australia's real estate sector. Running one of the country's oldest funds is full of memorable experiences, some tough moments and rewarding interactions with members, chief executive Mal Smith says. ...

Fiducian acquires practice, launches impact fund

LAURA MILLAN  |  TUESDAY, 3 NOV 2015
Fiducian Group will acquire a financial planning business in Tasmania with $55 million in funds under advice. The business will merge with Fiducian's existing operation in Tasmania and will be sold for $1.35 million funded by excess cash. The acquisition ...

Sunsuper renews AIA mandate

ALEX BURKE  |  TUESDAY, 3 NOV 2015
Sunsuper has announced it will extend its partnership with AIA Australia to 2020. As a result, AIA will continue to provide death, total permanent disablement and income protection insurance to Sunsuper members beyond the original July 2016 deadline. ...

MLC offers insurance rollover to external funds

ALEX BURKE  |  MONDAY, 2 NOV 2015
... penetration in the industry fund sector such as AIA Australia, TAL Life, OnePath, CommInsure and Hannover Re. In fact, a Plan for Life report released on October 20 showed that MLC's share of the total life risk market (which, it should be noted, included ...

ASIC revenue and investigations decrease in 2015

ALEX BURKE  |  MONDAY, 2 NOV 2015
... by having greater visibility of the cost of doing that job." Medcraft also reiterated ASIC's support for the Government's plan "to have a private operator upgrade and operate the registry business," something Murray Inquiry panellist Professor Kevin ...

Macquarie set to pay $14m to advice clients

LAURA MILLAN  |  MONDAY, 2 NOV 2015
Macquarie Equities Limited (MEL) has identified 163 clients who received inadequate financial advice and are eligible for $14 million compensation. Macquarie Group confirmed that the enforceable undertaking dictated by the Australian Securities and ...

Henderson completes acquisition of IOOF boutiques

MARK SMITH  |  MONDAY, 2 NOV 2015
... acquisitions are in line with the company's strategy to grow and globalise its business. They bring forward the business plan for Henderson Australia, adding two investment teams to the business and provide Henderson Australia with extended distribution ...

Aged care concerns top Challenger advice list

DARREN SNYDER  |  FRIDAY, 30 OCT 2015
An incredibly quiet yet evolving change in the background of post-retirement is potentially vindicating Challenger's choice to develop its CarePlus product recently. Monash University professor Deborah Ralston told an Australian Centre for Financial ...

Embrace change to stay relevant

ALEX BURKE  |  FRIDAY, 30 OCT 2015
No advice business is too big to fail if it doesn't adapt to changes in consumer behaviour, according to author and social researcher Michael McQueen. Speaking at the Association of Financial Advisers National Adviser Conference in Cairns this week ...