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Showing 8831 - 8840 of 18276 results for "Plan"

CBA boss to be grilled on Senate report

AAP  |  THURSDAY, 3 JUL 2014
Commonwealth Bank (CBA) boss Ian Narev will front the media for the first time since a damning report called for a royal commission to investigate its financial advisers. Narev will face a media conference in Sydney at 1045 AEST on Thursday, a week ...

Inquiry sees spike in demand for legal action against CBA

LAURA MILLAN  |  WEDNESDAY, 2 JUL 2014
Law firms working to start a class action against Commonwealth Bank's (CBA) financial planning businesses have seen a spike in the number of affected consumers willing to join the legal cause. Maurice Blackburn principal John Berrill and Shine Lawyers ...

Former NAB execs follow Hartley to Sunsuper

JAMES FERNYHOUGH  |  WEDNESDAY, 2 JUL 2014
In one of his first moves as Sunsuper chief executive, Scott Hartley has unveiled two new divisions to be headed up by former NAB execs and colleagues. The first division, called the 'Advice & Growth', will be led by former MLC Business Super general ...

TAL nabs ANZ exec for new finance role

LAURA MILLAN  |  WEDNESDAY, 2 JUL 2014
TAL has appointed a top ANZ Wealth executive to the newly-created role of general manager of strategic finance. Edith Pfister was most recently chief risk officer at ANZ Wealth and private bank and her new role brings together responsibility for strategy ...

Australia and New Zealand accountants launch joint brand

LAURA MILLAN  |  WEDNESDAY, 2 JUL 2014
Chartered Accountants Australia and New Zealand has been launched as a joint brand that brings together the Institute of Chartered Accountants Australia (ICAA) and the New Zealand Institute of Chartered Accountants (NZICA). The merger between the two ...

Premium appoints head of network development

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
Premium Wealth Management has appointed former Lonsdale Financial Group Justin Viney as head of network development. Viney's key brief will be to interact with accounting firms seeking to broaden their financial planning offering. He was previously ...

IOOF set to complete SFGA acquisition in August

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
SFG Australia (SFGA) has made public an explanatory memorandum which outlines the details of the acquisition by IOOF Group and sets the implementation date for August 20, 2014. According to the document, the SFGA shareholders' scheme meeting is scheduled ...

Whitehelm Capital appoints chief executive

MARK SMITH  |  TUESDAY, 1 JUL 2014
Whitehelm Capital has appointed Gary Withers from UK fund manager First State Investments as its chief executive officer. The appointment coincides with the merger of Challenger Limited's infrastructure division with Access Capital and the formal commencement ...

Platinum steps up focus on adviser market

MARK SMITH  |  TUESDAY, 1 JUL 2014
The Financial Planning Association (FPA) has revealed that Platinum Asset Management will be its main sponsor for its 2014 Professionals Congress in Adelaide in November. In an interview with Financial Standard in April, Platinum co-founder and managing ...

Infocus and Patron deal puts new group in top ten

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
The financial advice landscape is likely to be shaken up again by a merger between two medium-sized firms that would put the new group among Australia's top ten providers. Infocus Wealth Management and Patron Financial Services are expected to merge ...