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Showing 9551 - 9560 of 18276 results for "Plan"

ASIC accepts enforceable undertaking from WealthSure

LAURA MILLAN  |  MONDAY, 2 SEP 2013
WealthSure, WealthSure Financial Services and the former chief executive of both companies, Darren Pawski, will be put into an enforceable undertaking (EU) until 2018. The Australian Securities and Investments Commission (ASIC) has accepted an EU from ...

Kenyon Partners renames to Connect Financial

LAURA MILLAN  |  MONDAY, 2 SEP 2013
Kenyon Partners has changed its name to Connect Financial Service Brokers in a move to better reflect the company's role after a change of ownership. Vinvest Investments purchased Kenyon Partners in 2012. The company was originally founded by Alan Kenyon ...

ASIC concerned over "pockets" of poor SMSF advice

LAURA MILLAN  |  MONDAY, 2 SEP 2013
The Australian Securities and Investments Commission (ASIC) has found "concerning pockets of poor advice" which involve recommendations that self-managed super fund (SMSF) investors gear into real property. ASIC's commissioner Greg Tanzer said that ...

September morn' or September mourn?

BENJAMIN ONG  |  MONDAY, 2 SEP 2013
"So, are you going to tighten by Labor Day?" Tonight we're going back to the future.A Going back to that fateful day on the 22nd of May -- when Texas Republican and head of the Joint Economics Committee Kevin Brady posed this question upon US Federal ...

Prime targets investment in accounting firms

MARK SMITH  |  FRIDAY, 30 AUG 2013
Prime Financial Group's growth plans centre on taking non-controlling equity stakes in accounting firms as well as recruiting them. The wealth management group has targeted growth beyond what it can achieve organically for the next financial year. Prime ...

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
Managed discretionary accounts (MDA) could be a key area for financial planners wanting to add value to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the ...

AMP adds four NZ advice firms to network

MARK SMITH  |  FRIDAY, 30 AUG 2013
AMP has grown its presence in New Zealand, with four kiwi financial planning practises joining its AdviceFirst network. Majority-owned by the AMP Group, AdviceFirst has recently completed acquisitions of John Grogan Insurances Ltd, Advice 4 U, Bob Edwards ...

IFS to triple adviser numbers in 3 years

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
Industry Fund Services (IFS) which provides advice services to industry superannuation funds expects to triple its financial planner headcount in the next three years. IFS chief executive Bill Danaher told Financial Standard that advice is a key issue ...

Deutsche Bank dismisses mining fears

MARK SMITH  |  FRIDAY, 30 AUG 2013
Mining companies are poised for reasonable growth next year provided commodity prices don't take a nose dive, according to Deutsche Bank strategist Tim Baker. Speaking at a reporting season round-up lunch in Sydney, he said that recent weakness in the ...

In estate planning, beware of remarried clients

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
Clients who have a second, third or even fourth marriage are the most complicated to deal with when it comes to estate planning and this is something advisers should take into consideration. When working on the wills of this kind of clients, advisers ...