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Showing 1191 - 1200 of 1609 results for "Foundation"

EQT adds Dundas Global Equity to mFund

MARK SMITH  |  TUESDAY, 26 AUG 2014
... securities," the head of Equity Trustees' corporate trustee services Harvey Kalman said. Equity Trustees was one of the first foundation members of the service and, together with its investment manager partners, Dundas, PIMCO, EQT, LaSalle and SG Hiscock ...

Giving through PAFs back to pre-crisis level

MARK SMITH  |  MONDAY, 18 AUG 2014
New donations into tax effective Private Ancillary Funds (PAFs), have risen 16% to $354 million in the year to 30 June, surpassing pre-crisis levels, according to the annual JBWere Giving Trends Report. The total number of PAFs is up 13.5% to 1,246 ...

AdviserEdge kicks off with "live build"

ALICE URIBE  |  MONDAY, 18 AUG 2014
Countplus One principal Gavin Latz has won the chance to have his social media presence overhauled in real-time as part of the 2014 AdviserEdge Social Advice Summit conference on the Gold Coast. This year's conference is focusing on practical skill ...

Allan Gray funds to access mFund through OneVue

STAFF WRITER  |  FRIDAY, 15 AUG 2014
... mFund in May to make unlisted managed funds more accessible to direct investors and both OneVue and Allan Gray are foundation members of mFund. OneVue chief operating officer Lisa McCallum said the company will act as Allan Gray's product issuer settlement ...

Digital advice to jumpstart $5.6 trillion land grab

MICHELLE BALTAZAR  |  MONDAY, 11 AUG 2014
... is gaining traction overseas, but is yet to be fully embraced in Australia. For the early adopters, it could be the foundation of a sustainable and exciting growth for their practices. Opportunities abound for financial institutions that heed the call ...

FSC Industry Excellence Award winners announced

MARK SMITH  |  FRIDAY, 8 AUG 2014

AFA Excellence in Education state winners announced

HARRY PAGE  |  FRIDAY, 1 AUG 2014
... winners," he added. Asteron Life Executive general manager, Adviser Distribution, Jordan Hawke said education is a key foundation to the success of the advice industry. According to Hawke, education is good for the individual adviser and helps build ...

AFA unveils main principles of code of conduct

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
... of Financial Advisers (AFA) will prioritise the completion of the organisation's code of conduct after revealing the foundation principles of the document this morning at a roadshow in Sydney. The AFA expected to complete the code of conduct last year ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
... future clients with SMSF establishment or advice needs. Planners should be building these relationships today as a foundation for future growth," she said. Keeping up-to-date with legislative change and competition remain key challenges for SMSF professionals. ...

Packer launches $200 million philanthropic fund

MARK SMITH  |  WEDNESDAY, 23 JUL 2014
... launched a $200 million philanthropic fund to support the arts and Indigenous education for the next 10 years. The Foundation will be funded jointly by the Packer Family Foundation and the Crown Resorts Foundation - which receives funds from Packers ...