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Showing 881 - 890 of 5502 results for "September 2015"

Global institute launches free expat advice resources

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
A global institute is opening its membership and resources for free to financial advisers who want to service Australian expatriates. The Global Financial Planning Institute (GFPI), which was established in September 2019, provides educational resources ...

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
A former ANZ and Infocus Securities financial adviser has been banned for eight years after ASIC found evidence of forgery and falsifying documents. Lisa Lee, a Sydney-based former adviser, falsely witnessed binding nomination of beneficiary forms for ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ...

Milford hires from Macquarie

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
New Zealand-based investment firm Milford Asset Management has appointed a head of wholesale distribution and more as it expands its team. Murray Pell has been appointed head of wholesale distribution, joining from Macquarie Bank where he was responsible ...

Former Australian Unity adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 29 APR 2021
A former authorised representative of Australian Unity Personal Financial Services was handed a five-year ban for telling clients MySuper options are more expensive and to opt out of the products. Christopher Chan will serve a five-year ban for writing ...

Deborah Ralston to advise Allianz Retire+

KANIKA SOOD  |  THURSDAY, 29 APR 2021
Retirement Income Review panel member Deborah Ralston has joined an advisory panel set up by Allianz Retire+, which will also include Nicolette Rubinsztein. Allianz Retire+ has offered its retirement income products, Future Safe to the retail market ...

Go, iron ore, go

BENJAMIN ONG  |  WEDNESDAY, 28 APR 2021
Just a wittle more, a wittle more... Yes Virginia, just another US$12.71 per tonne (6.6%) and the spot price of iron ore will be line ball with the all-time high of US$191.70 a tonne it set way back a decade earlier (February 2011). For sure, there ...

Standard Life Aberdeen rebrands to Abrdn

KARREN VERGARA  |  TUESDAY, 27 APR 2021
Standard Life Aberdeen is changing its name to Abrdn in a bid to revamp the company with a modern edge. Standard Life Aberdeen plc will become Abrdn plc, the firm announced overnight. Abrdn, which is still pronounced "Aberdeen", reflects a modern brand ...

ERS spending revealed

ELIZABETH MCARTHUR  |  WEDNESDAY, 21 APR 2021
The Australian Bureau of Statistics has revealed what people who accessed their super early due to financial hardship caused by COVID-19 spent the money on. The ABS found that 29% of people who accessed their super in the early release of super program ...

State Street the largest institutional manager

KANIKA SOOD  |  MONDAY, 19 APR 2021
State Street Global Advisors took out first place in R ainmaker's latest rankings of local institutional investment managers by total assets to December end. State Street ended 2020 with $175.3 billion in institutional funds under management sourced ...