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Showing 1 - 10 of 78 results for %22Kaplan%22

EQT winds up Mirae Asia equity fund

CHLOE WALKER  |  FRIDAY, 9 FEB 2024
... distributions, if any, and the details of the final proceeds," Beasley said. In November, EQT shuttered a fund offered by Kaplan Funds Management, noting its purpose could "no longer be accomplished." The KFM Income Fund was Kaplan Funds Management's ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... the offering, AMP has partnered with a variety of service providers, including Frollo, law firm Holley Nethercote, and Kaplan Professional. "Advice at AMP has evolved in the past few years and whilst during that time we have been internally focussed ...

Income fund shuttered by Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
Equity Trustees has moved to terminate a fund offered by Kaplan Funds Management, saying its purpose can no longer be accomplished. Investors were made aware earlier this month that the KFM Income Fund is set to be closed, with Equity Trustees citing ...

Allianz Retire+ welcomes head of technical services

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... product development, regulatory change, operations, and sales functions at institutions including AMP, BT Financial Group, Kaplan Professional Australia, AXA, and AIA. Most recently, she served at MLC Life head of technical services, research, and regulatory ...

The untold story of adviser education

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
On day two of the Association of Financial Advisers' Thrive Conference, Kaplan Professional chief executive Brian Knight said there's plenty of statements being thrown around about education, often without a lot of data behind them. However ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021. Over 3000 advisers have graduated from Kaplan's postgraduate financial planning qualifications since ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
... qualification, particularly when they might already be close." Students studying at university or other educational providers like Kaplan have a set duration to finish their qualifications - that is four years for a graduate diploma and five years for ...

Pella Funds Management adds to advisory board

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... said. Alliston's appointment brings Pella's advisory board to three accomplished professionals and includes Professor Greg Kaplan and Dr Ian Woods. Kaplan is a professor of economics at the University of Chicago, co-director of the e61 Institute, an ...

MLC Life expands retail distribution leadership

JAMIE WILLIAMSON  |  TUESDAY, 9 NOV 2021
... several senior financial services roles, including having served as AMP Financial Advice's technical advice manager and Kaplan's head of professional development. MLC Life's general manager of retail distribution partnerships Michael Downey said he is ...

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
... course, but I was surprised and delighted to win this award," she said. Buda completed a Master of Financial Planning at Kaplan Professional and took the master's integration pathway into the CFP Certification Program. "I always intended on doing the ...
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