Search Results | Showing 61 - 70 of 106 results for "Barret" |
| | The devil will be in the detail of the new requirements on opt-in according to ANZ Wealth, with a number of issues still to consider. The government yesterday released its amendment to the FOFA legislation relating to the controversial requirement ... |
| | | Six ING Investment Management staff will move over to UBS Global Asset Management from April 1 once the integration of the firm into UBS is complete on March 30. These include Joel Fleming, Australian equities small companies, David Scott and Patrick ... |
| | | ANZ Wealth has warned that Christmas is the "absolute drop dead date" for clarity on FOFA reforms before implementation costs double. Paul Barrett, ANZ general manager advice and distribution, told reporters in Sydney yesterday that time is ticking ... |
| | | ANZ aligned financial planners looking to retire can now avail of a new package aimed at helping them to develop a successful succession plan. The ANZ Wealth succession package gives planners a range of tools including a loan facility for business growth ... |
| | | Former BT and Commonwealth financial planning head, Neil Younger, has been named as head of practice based financial planning for ANZ Wealth. Younger's previous role was general manager for Commonwealth Financial Planning where he reported to then Colonial ... |
| | | Two UBS property funds have been put on hold by Standard & Poor's Fund Services, following managerial changes linked to the acquisition of ING Investment Management. The UBS Global Property Securities Fund and the UBS Property Securities Fund had their ... |
| | | ANZ Wealth has appointed a new head of advice delivery to provide dealership services to its advice businesses. Raelene Seales has been appointed head of advice delivery for ANZ Wealth. In her new role, Seales will establish and lead the Advice Delivery ... |
| | | The FOFA best interest duty proposals will level the playing field with advisers free to compete with super funds for intrafund advice clients, according to Paul Barrett, general manager advice and distribution, ANZ Wealth. The best interest test, as ... |
| | | ANZ Wealth is rolling out phone-based advisers who will contact clients on behalf of advisers to assist in opt-in requirements and scalable advice pressures, with plans to raise planner numbers significantly. ANZ Wealth, which has the third largest ... |
| | | ANZ financial planners will have the option to use a new funding facility from ANZ to expand their businesses or refinance their existing practices, as part of the group's broader recruitment and succession strategy. Just launched, the ANZ Practice ... |
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