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Showing 9761 - 9770 of 18276 results for "Plan"

UK RDR market impacts gathering pace

ALEX DUNNIN  |  FRIDAY, 28 JUN 2013
Four in 10 UK financial advisers believe that, due to the impact of the Retail Distribution Review, within three years they will have closed down, merged or been acquired. The stark results are based on an ongoing survey program by the actionconsulting ...

Fidelity appoints new country head

MARK SMITH  |  THURSDAY, 27 JUN 2013
Fidelity Worldwide Investment has appointed Michael Bargholz as managing director, Australia. He will report to Asia Pacific ex-Japan managing director Mark Talbot and takes up his new position immediately. Bargholz's appointment follows the departure ...

FSC lobbies Rudd for last minute FoFA delay

MARK SMITH  |  THURSDAY, 27 JUN 2013
The Financial Services Council (FSC) has asked new Prime Minister Kevin Rudd for a last-minute delay to the commencement of the Future of Financial Advice (FoFA) and StrongerSuper reforms. Due to begin on July 1, the FSC has lobbied for a 12-month delay ...

Advisers saturate HNW space

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
An increasing number of advisers are turning their attention to servicing high net worth (HNW) clients, a market that is fast becoming overcrowded according to Harris Fraser managing partner Marc Geary "It has been harder and harder to service the HNW ...

Former Everest CEO banned from financial services

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
Former chief executive of Everest Financial Group Jeremy Michael Reid has been banned from the financial services industry for two years. Reid has entered into an enforceable undertaking (EU) with the Australian Securities and Investments Committee ...

Robbie Bennetts takes stake in Beacon

MARK SMITH  |  THURSDAY, 27 JUN 2013
Former Professional Investment Services (PIS) managing director Robbie Bennetts will take a stake in recently formed independent dealer group Beacon Financial Group. He will provide the firm access to tools developed by his consultancy business Robbie ...

Endowment bond product frees SMSFs to add risk

MARK SMITH  |  THURSDAY, 27 JUN 2013
The steady stream of reliable income provided by endowment bonds provides self-funded retirees with the certainty to take greater risk elsewhere in their portfolios, according to Endowment Bond Exchange (EBX) chief executive officer Stephen Duchesne. ...

Rubik launches COIN app

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
Technology provider Rubik Financial has launched an iPad application that allows financial planners to access clients' portfolios directly from COIN software. Advisers can also update the personal details of existing clients, create new client groups ...

Morphic receives Lonsec approval

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
The Morphic Global Opportunities Fund (MGOF) has been awarded an 'Investment Grade' rating from Lonsec. Launched 10 months ago by two former Hunter Hall investment managers, Jack Lowsenstein and Chad Slater, the fund now has $30 million under management ...

Guardian Advice invests in WA planning firm

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
Risk specialist dealer group Guardian Advice has launched its new Practice Equity Model with its first equity investment in West Australian-based financial planning firm Capital Managers. Guardian Advice said the equity partnership with Capital Managers ...