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Showing 1331 - 1340 of 2357 results for "Stage"

IOOF behind HUB24 buyout offer

LAURA MILLAN | WEDNESDAY, 14 OCT 2015

... company behind the indicative, non-binding and conditional buyout proposal was IOOF. "Discussions with HUB24 are at an early stage and there is no certainty that the approach will lead to a transaction," IOOF said in a statement. "IOOF has an extensive ...

FPA helps advisers with life insurance

DARREN SNYDER | WEDNESDAY, 14 OCT 2015

The Financial Planning Association of Australia (FPA) has launched a guide helping its members identify and address common omissions and errors in providing life insurance advice. The FPA's comprehensive Life Insurance Advice guide had input from members ...

AMP trials tech-based advice solution

MARK SMITH | MONDAY, 12 OCT 2015

... that an initial 'goals exploration meeting' will cost $150, though this fee is waived if the client continues to the next stage. The firm advertises that it cheapest 'basic' package costs $900 in the first year and $300 per year thereafter. The most ...

GFC drove advisers to managed accounts

ALEX BURKE | THURSDAY, 8 OCT 2015

... rather than reactive" in times of market volatility. "We had a house view before the GFC that we needed to determine at what stage you had to write up a full statement of advice. We knew the market was heating up but it's difficult to act on that under ...

CBA's advice review compensates 19 clients

LAURA MILLAN | WEDNESDAY, 30 SEP 2015

... bank had 8,835 cases registered to the program as of 31 August 2015. Of these cases, 1,285 have progressed to Assessment Stage or beyond and 686 have been issued an assessment outcome. The bank ruled that in 623 cases (91% of the total assessment outcomes ...

Super fund boss: We're not IT companies

DARREN SNYDER | WEDNESDAY, 30 SEP 2015

... going to go today is not where it will probably end up. "Nokia thought they had the best mobile phones in the world at one stage and how many Nokia phones are in the room now? That's something we've got to keep focused on. Of course the current generation ...

OneVue launches new advice platform

ALEX BURKE | TUESDAY, 29 SEP 2015

... with them. "Younger people are not adviser-led, but at some point, often specifically at the strategic asset allocation stage, they need an adviser," McKeage continued.

Super funds cautious about administration

DARREN SNYDER | TUESDAY, 29 SEP 2015

... be a bit more of that as funds get bigger," Cuffe said. "The evolution is a bit like the investment side too. You reach a stage where you say 'we can do this ourselves for the same or a fixed cost' and it's just a normal evolution."

FEATURE: Inflation plus investing

LAURA MILLAN | FRIDAY, 25 SEP 2015

... its superannuation membership into different groups and designed different portfolios to cater for the needs of each life stage. "One of the key things is that we are managing the need to provide a retirement income for members when they retire," chief ...

PROFILE: BlackRock head of corporate governance Pru Bennett

ALEX BURKE | TUESDAY, 22 SEP 2015

... company became CGI Glass Lewis. "It was still very early days in the history of corporate governance," she says. "At that stage, institutional shareholders didn't really vote. Voting levels were less than 30%; now it's up to about 60%." Far from compromising ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI

Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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