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Showing 951 - 960 of 4061 results for "Financial planning"

First State Super integrates advice, overhauls leadership

ELIZABETH MCARTHUR  |  THURSDAY, 18 APR 2019
... result StatePlus general manager of business development and marketing James Panaretos and general manager of financial planning Andrew Vogt will depart. Panaretos joined StatePlus in 2014 and Vogt has been with the fund since 2011. "James and Andrew ...

NAB remediation bill hits $1.1bn

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2019
... provisions include non-compliant advice provided to its wealth customers; adviser service fees charged by NAB Financial Planning salaried advisers; and adviser service fees charged by NAB Advice Partnerships advisers. In fact, misconduct within its wealth ...

New role for former ClearView executive

HARRISON WORLEY  |  WEDNESDAY, 17 APR 2019
... head of dealer group services at ClearView Wealth joined a firm helping accountants looking to expand into financial planning. Crescere Partners appointed Andrew O'Riordan as operations manager as the firm grows to meet the increasing demand for accountants ...

Industry welcomes tax cuts and surplus

KARREN VERGARA  |  TUESDAY, 16 APR 2019
... opportunity to improve the universality of super, noting women receive on average 40% less super than men. The Financial Planning Association of Australia said the Budget was "balanced" and one "for all Australians." The Governance Institute was pleased ...

Westpac appoints acting advice GM

JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
Westpac has appointed an acting general manager of advice to lead the transition of its financial planning business to Viridian Advisory. National head of BT Group Licensees Ashley Stewart will take on the role of acting general manager of advice from ...

FPA shuffles CRC leadership

HARRISON WORLEY  |  FRIDAY, 12 APR 2019
The Financial Planning Association of Australia has welcomed a new chair to lead its Conduct Review Commission. The FPA has shuffled the leadership of its Conduct Review Commission, with former deputy chair Dale Boucher appointed chair at the beginning ...

L1 eyes $70m for UK property fund

KANIKA SOOD  |  THURSDAY, 11 APR 2019
... Capital's latest UK residential property fund is expecting to raise between $60 million and $70 million as financial planning groups and rich investors hunt opportunities for attractive yields. The fund is targeting a distribution yield of 6-7%. ...

Financial adviser salaries revealed

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
... Authority's legislated requirements, these career aspirants will be expected to have tertiary qualifications in financial planning or a related degree. Paraplanners and client service officers with Xplan experience will be highly regarded. Meanwhile ...

CBA, ASIC move to resolve AFSL conditions

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
ASIC has released the final compliance report on the conditions it placed on Commonwealth Financial Planning and Financial Wisdom in 2014. Commonwealth Bank has paid a further $2.3 million to 232 clients advised by five of its advisers, according to ...

Dealer group acquires bank advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2019
An IOOF-owned dealer group has acquired Bendigo and Adelaide Bank's financial planning business. Bridges Financial Services has entered into a strategic partnership with the bank that will see Bridges take ownership of Bendigo and Adelaide Bank's ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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