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Showing 7951 - 7960 of 18273 results for "Plan"

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
Financial planner input has become essential for a third of superannuation fund members who want to change funds, the latest Roy Morgan research revealed. The proportion of super fund members who seek advice from financial planners to switch their superannuation ...

TAL to invest $150 million in adviser support

ALEX BURKE  |  THURSDAY, 9 JUL 2015
As part of the insurer's "commitment to advisers," TAL will invest $150 million in adviser support services. Specifically, these include: adviser education programs; online pre-assessment requests for review by TAL underwriters; client insurance data ...

Shaw on recruitment drive after restructure

ALEX BURKE  |  THURSDAY, 9 JUL 2015
Shaw and Partners has made two senior appointments shortly after rebranding and becoming a holistic wealth management firm. Mike Ryan joins Shaw as head of institutional equities. Prior to his appointment he held positions at CIMB Australia, Morgan ...

ASIC bans former risk adviser

ALEX BURKE  |  THURSDAY, 9 JUL 2015
ASIC has banned a life insurance adviser from former Macquarie Group subsidiary Risk Advice Specialists. Risk Advice Specialists, which described itself as "100% backed by Macquarie," was a boutique risk-focused dealer group established in 2012. It ...

Peters MacGregor makes marquee hire

STAFF WRITER  |  WEDNESDAY, 8 JUL 2015
Peters MacGregor Capital Management has appointed a head of distribution from Aberdeen Asset Management. Alex Haynes will manage the firm's relationships with direct investors, financial planners and institutional investors. Haynes was Aberdeen Asset ...

FPA announces CFP award winner

ALEX BURKE  |  WEDNESDAY, 8 JUL 2015
The Financial Planning Association of Australia (FPA) has announced the winner of its third Gwen Fletcher Memorial Award. Apt Wealth Partners head of advice and director John Moran received the award - named after the financial planning pioneer - for ...

Advice demand up as direct investment grows

LAURA MILLAN  |  WEDNESDAY, 8 JUL 2015
A growing number of direct investors will drive an increase in demand for financial advice, the latest ASX Share Ownership Study revealed. The study showed that Australians continue to be among the world's largest share owners, with 36% or 6.48 million ...

Claims of wrongdoing have no basis: IOOF

DARREN SNYDER  |  TUESDAY, 7 JUL 2015
IOOF managing director Christopher Kelaher has told a Senate committee today that claims of widespread wrongdoing at the company have no basis of fact. "I'm confident that I can confirm to you and the broader community that the company has an extremely ...

Magellan hires key account manager from Fidelity

LAURA MILLAN  |  TUESDAY, 7 JUL 2015
Magellan Asset Management has appointed a key account manager with over 17 years' financial services experience across funds management, financial planning and technology. Mark Jordan joins Magellan from Fidelity Worldwide Investment, where he was national ...

Decimal and P&N announce advice partnership

ALEX BURKE  |  TUESDAY, 7 JUL 2015
Financial services software provider Decimal and Western Australian mutual bank P&N have entered into a partnership to provide online advice services to customers. This is Decimal's first partnership with a mutual bank and forms part of P&N's strategy ...