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Showing 7981 - 7990 of 18273 results for "Plan"

IOOF advice firm jumps ship to Fitzpatricks

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
An advice firm licensed under IOOF-owned Lonsdale has changed dealer groups and moved to non-aligned Fitzpatricks Private Wealth. Hobart-based Main Street Financial Solutions is licensed under Fitzpatricks starting July 1, 2015, principal Charles Badenach ...

Forward-thinking advisers benefit from opt-in deadline

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
ASIC's "facilitative approach" to the Future of Financial Advice (FoFA) opt-in and fee disclosure statement requirements ends today, but forward-thinking practices have nothing to worry about. The deadline was originally June 30, 2014, but it was extended ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
Findex Group has acquired Melbourne-based accounting and financial advice firm Martin Goodrich & Associates (MGA). MGA will be relocated to the Crowe Horwath's Melbourne offices but will retain its branding "during a transition phase," according to ...

A sobering lesson from a social move gone wrong

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
The sacking of a financial adviser after he posted anti-Semitic comments on Twitter shows how social media can make or break an adviser's reputation - and career. Verante Financial Planning director Liam Shorte and his employees follow a strict social ...

Market to open lower

AAP  |  WEDNESDAY, 1 JUL 2015
... default. Eurozone finance ministers declined that request, but will continue talks on Wednesday after Athens asked for a new aid plan, officials said. LONDON - Europe's main stock markets ended the day firmly lower as hopes faded of a last-minute deal ...

AFA steps up consumer communication

STAFF WRITER  |  TUESDAY, 30 JUN 2015

NAB Wealth appoints Apogee GM

DARREN SNYDER  |  TUESDAY, 30 JUN 2015
The new general manager of Apogee Financial Planning will be Brendan Johnson, NAB Wealth confirmed today. Johnson brings 17 years of experience across financial planning, practice management and compliance fields. Since joining MLC in 2002, Johnson ...

ASIC reviews One Big Switch, bans adviser

DARREN SNYDER  |  TUESDAY, 30 JUN 2015
A report to the Australian Securities and Investments Commission (ASIC) identifies that One Big Switch contained potentially false and misleading statements in recent insurance campaigns. Appointed by ASIC to review One Big Switch's compliance with ...

Greek crisis drives Australian market down

AAP  |  MONDAY, 29 JUN 2015
The Australian share market has tumbled after talks to resolve the Greek debt crisis broke down. The market opened nearly two per cent down as stocks dropped across the board. "It's not good. Greece is the culprit," CMC Markets chief market analyst ...

Alternative income sources could benefit retirees

ALEX BURKE  |  MONDAY, 29 JUN 2015
Imputation bonds or insurance bonds could be a good alternative to annuities or account based pensions in a context of low rates and new rules for aged care means-testing. Imputation bonds can provide an annuity-like payment stream with greater flexibility ...