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Showing 9771 - 9780 of 18276 results for "Plan"

Class Super beats BGL to launch automated property valuator

JAMES FERNYHOUGH  |  WEDNESDAY, 26 JUN 2013
Self-managed super fund (SMSF) software provider Class Super has teamed up with property valuator RP Data to launch an automated property valuations service for SMSFs, ahead of BGL's planned launch of a similar service in two weeks. Class Super chief ...

AFA Adviser of the Year hands back AFSL, joins Affinia

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
Adviser Troy Edmondson has handed back his Australian financial services licence (AFSL) and is going to joining Affinia because compliance obligations were taking him away from his clients, he said. Edmondson has handed back the licence of Queensland-based ...

Centrepoint set to complete full AAP acquisition

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
Centrepoint Alliance Limited is set to complete a full acquisition of Associated Advisory Practices Group (AAP) and Associated Advisory Practices Group Number 2 (AAP2). Centrepoint currently owns 55% of AAP, which has over 160 independently owned boutique ...

Whittaker Macnaught advisers to operate under Financial Wisdom

LAURA MILLAN  |  TUESDAY, 25 JUN 2013
Former Whittaker Macnaught advisers will operate under Commonwealth Bank-owned Financial Wisdom Australian Financial Services Licence (AFSL). Commonwealth Bank Wealth Management Advice said that this was the last step of its decision to close the Whittaker ...

Guardian Advice monetises new medical service for advisers

MARK SMITH  |  TUESDAY, 25 JUN 2013
Risk specialist dealer group Guardian Advice has launched a medical and pathology service, in partnership with Health Predictions, for advisers to easily refer clients and get a share of the profits. When medical and pathology testing is needed as part ...

BNP Paribas launches dealing services in Australia

LAURA MILLAN, MARK SMITH  |  TUESDAY, 25 JUN 2013
Global custodian BNP Paribas Securities Services (BNP Paribas) has targeted super funds with in-house investment capabilities with the expansion of its global dealing services solution to include the Australian market. The custodian has launched the ...

Accountants eye full AFS licence

LAURA MILLAN  |  MONDAY, 24 JUN 2013
The accountant community is showing interest on getting a full Australian financial services (AFS) licence rather than a limited one, Count Financial (Count) chief executive David Lane told Financial Standard. Count has been in talks with over one hundred ...

ASIC proposes stricter training requirements for advisers

LAURA MILLAN  |  MONDAY, 24 JUN 2013
The Australian Securities and Investments Commission (ASIC) has proposed an increase in the knowledge and skill requirements for financial planners. The regulator has released a consultation paper on training standards for planners who provide financial ...

Hunter Hall founder targets instos and SMSFs

MARK SMITH  |  MONDAY, 24 JUN 2013
Parker Asset Management has re-launched in Australia as Altair Asset Management to reflect a broadening of its business beyond family office and private wealth investment to include institutional and retail clients. Philip Parker, who co-founded Hunter ...

Environmental trends a boost for Impax

MARK SMITH  |  MONDAY, 24 JUN 2013
Global energy and environmental trends mean the demand for 'resource efficiency' investments will only increase in the years ahead, according to Impax Asset Management chief executive Ian Simm. 'Resource efficiency' or 'resource optimisation' are terms ...