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Showing 81 - 90 of 240 results for "Planning for"

Count Financial targets growth with new hire

ANNABELLE DICKSON | WEDNESDAY, 25 NOV 2020

... advisers and practices within NAB's self-employed licensees. Prior to joining NAB, Carlton was head of financial planning for Victoria and Tasmania at AMP and was responsible for the performance of 180 advice practices. Count Financial chief advice officer ...

Super funds overlook digital engagement

KARREN VERGARA | TUESDAY, 10 NOV 2020

... majority (90%) want to be contacted electronically, while one third (38%) want to engage with their super fund about planning for their retirement. Of the 208 participants, many expressed their frustration about being kept in the dark about fees and ...

New chair at Platinum Asset Management

KANIKA SOOD | TUESDAY, 18 AUG 2020

... Group. He is currently also the chair of local wealth manager First Samuel. "An important discipline in any company is planning for the transition at both management and board levels. It is a testament to the founders of Platinum that a strong succession ...

CFA Institute reveals new exam regime

ALLY SELBY | WEDNESDAY, 5 AUG 2020

... Institute to provide smaller group sizes, better social distancing, easier scheduling and less uncertainty about planning for its candidates, it said. "Moving to computer-based testing provides us with operational flexibility to quickly and reliably ...

Year-long delay for super merger

KANIKA SOOD | TUESDAY, 26 MAY 2020

... all of the plan's service providers as well as Sunsuper. The disruption due to the pandemic will inevitably affect planning for the SFT and it is possible that the re-scheduled transfer date of 14 November may have to change," it said in the document ...

Adviser banned for five years

ELIZA BAVIN | TUESDAY, 26 MAY 2020

... which is owned by National Australia Bank, from January 2012 to November 2012. He was then licensed by AMP Financial Planning for one month from December 2012 to January 2013. He was with Chubb Insurance Australia from January 2013 to June 2013, followed ...

Challenger launches new retirement tool

HARRISON WORLEY | FRIDAY, 15 MAY 2020

... vision to create financial security in retirement is engaging and educating older Australians about retirement income. Planning for retirement can be complex with a range of risks and options to consider. We wanted to create a tool for retirees that ...

Advisers split on COVID-19 opportunity

HARRISON WORLEY | TUESDAY, 12 MAY 2020

... characterised by worry and anxiety, most advisers are saying they have this pandemic in perspective, are active and planning for the months ahead. "The path to professionalism for advice has been gaining momentum and these survey findings highlight good ...

Government delays RC implementation timeline

HARRISON WORLEY | MONDAY, 11 MAY 2020

... will be extended by six months. Treasurer Josh Frydenberg said the deferral would allow the industry to focus on "planning for the recovery and supporting their customers". "This announcement today balances the need to implement the recommendations of ...

Mayfair 101 reveals new sub-division, hires chief

ELIZABETH MCARTHUR | TUESDAY, 5 MAY 2020

... experiential tourism and reinvigorate the Far North Queensland economy," Handy said. "Mayfair 101's vision and planning for the Mayfair Tourism brand and Mission Beach is exceptional and will bring significant economic benefit to the region." Mayfair ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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