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Showing 7721 - 7730 of 18273 results for "Plan"

Futuro makes five key appointments

ALEX BURKE  |  FRIDAY, 23 OCT 2015
... them achieve that. "Futuro is not running a sausage factory, so our job is to help each one prosper based on their strategic plan."

AIA launches adviser support service

ALEX BURKE  |  FRIDAY, 23 OCT 2015
AIA Australia has launched its Business Growth Hub, a service aimed at supporting advice business owners. The service is available online and through AIA's client development team, and provides planners with strategic business advice on issues such ...

AMP Capital invests $277m in natural gas

LAURA MILLAN  |  FRIDAY, 23 OCT 2015
AMP Capital has invested $277 million (US$200 million) in a loan facility that will finance natural gas-fired power plants in the US and Canada. AMP Capital has acted as the sole lead arrangement of a subordinated debt investment in Invenergy Clean ...

Estate planning key to holistic advice

ALEX BURKE  |  THURSDAY, 22 OCT 2015
Integrated estate planning services will become a critical competitive advantage in financial advice, according to Australian Unity Personal Financial Services chief executive Steve Davis. Speaking at the Australian Unity business update event in Sydney ...

J.P. Morgan wins two custody mandates

MARK SMITH  |  THURSDAY, 22 OCT 2015
J.P. Morgan has won custody mandates from the Australian arms of two large UK-based fund houses. Invesco Australia and Aviva Investors Australia have appointed the firm to provide custodial and fund services, underscoring the firm's market leadership ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
AZ Next Generation Advisory (AZ NGA) has taken a 51% stake in a Sydney advice firm. The agreement to acquire Chatswood-based Wise Planners includes a 49% share swap with a 10-year progressive buy-back agreement, and follows AZ NGA's acquisitions of ...

NAB pays $1.7 million in compensation

ALEX BURKE  |  THURSDAY, 22 OCT 2015
NAB has paid $1.7 million in compensation so far as part of its Customer Response Initiative. This follows on from the bank's August update, where it announced it would write to customers who had suffered "financial loss caused by inappropriate advice ...

VicSuper lets members hold super in their hands

MARK SMITH  |  WEDNESDAY, 21 OCT 2015
VicSuper's latest engagement campaign allows members to literally hold their super in their hands, with the help of a detail of security guards a big vault of cash. "Whether they've got $10,000 or $800,000 in superannuation they'll be able to connect ...

Steve Helmich joins Affinia

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
TAL has made two key appointments to its Affinia risk advice team. Steve Helmich has been made chair of Affinia, having joined from AMP, where he was, most recently, executive director of financial planning. Commenting on his appointment, Helmich said ...

Financial System Inquiry response cut-out-and-keep guide

MARK SMITH  |  TUESDAY, 20 OCT 2015
... and transparent and has the highest standards of governance. Australians must have confidence to invest in this system and plan for their retirement. By providing retirement incomes for millions of individuals, the superannuation system encourages greater ...