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Showing 7911 - 7920 of 18273 results for "Plan"

Nikko announces Americas sales head, new products

MARK SMITH  |  MONDAY, 27 JUL 2015
Nikko Asset Management has appointed a senior managing director to head up distribution in the Americas. Fred DeSerio has been made senior managing director, head of sales and co-head of the business for the Americas. Based in New York, he joined Nikko ...

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
Fortnum Financial Group has restructured its financial planning business and appointed four executives from IOOF-owned Shadforth Financial Group, Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning. As part of the restructure, Fortnum ...

Executive appointment round-up

DARREN SNYDER  |  MONDAY, 27 JUL 2015
NGS Super is searching for a new chief investment officer and Fiducian hired a former Media Super chief executive. These are among the list of the biggest industry moves this week. Northern Trust appoints Australian head - Madeleine Senior has been ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
Recent high-profile mergers and acquisitions of aligned advisers by independent groups are a sign of a growing trend. In the past three months, former ANZ managing director of advice and distribution Paul Barrett's firm AZ Next Generation Advisory (AZ ...

IOOF merges two licences

ALEX BURKE  |  FRIDAY, 24 JUL 2015
IOOF has merged licences My Adviser and Plan B into Consultum and Shadforth. An IOOF spokesperson said, "The reasoning behind the transition of the advisers in both cases is that it makes sense to consolidate smaller licences, such as MyAdviser and ...

SMSF Association launches accreditation

LAURA MILLAN  |  FRIDAY, 24 JUL 2015
The SMSF Association has launched an accreditation program for financial services workers willing to know the basics of self-managed super funds (SMSFs). The SMSF Practitioner (SSP) program is a practical, foundation-based SMSF designation aimed at ...

InvestSMART launches free robo-advice tool

ALEX BURKE  |  THURSDAY, 23 JUL 2015
Managed funds discount broker InvestSMART has launched a free direct-to-consumer "robo-advice" tool. The tool allows consumers to input their existing assets (if any), answer questions on desired outcomes and time horizons and then compare available ...

Accountants flood independent licensee

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
A non-aligned dealer group has seen 30 accounting practices join in the last year as the limited and full advice licenses gain momentum. GPS Wealth said that so far the limited license has been the most popular option for accounting practices joining ...

Macquarie pays $11m advice compensation so far

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
Macquarie Group's comprehensive advice remediation program has paid $11 million to disgruntled advice clients a year after it was put in place. Documents made public by the group prior to the annual general meeting today reveal that, to 30 June 2015 ...

Singapore looks to Australia on risk reforms

ALEX BURKE  |  THURSDAY, 23 JUL 2015
The Monetary Authority of Singapore (MAS) has implemented key risk/life insurance advice reforms that were inspired by similar policies in Australia, the Netherlands and the UK. Minister for Culture, Community and Youth Lawrence Wong said these countries' ...