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Showing 1621 - 1630 of 3847 results for "Plans"

Former Fidante-aligned boutique targeted by UK regulator

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2017
... standards." According to the FCA, the sharing usually occurred on a mutual basis and allowed the firms to know the other's plans during the IPO or placing process when they should have actually been competing for shares. While they are provisional findings ...

Industry rolls out anti-sexual harassment ETF

KARREN VERGARA  |  THURSDAY, 30 NOV 2017
... Powell will manage the fund. As a non-profit organisation, it is aiming to maximise social impact with market returns and plans to launch a suite of ETFs in the areas of affordable healthcare and housing, the arts and veterans' affairs. "We are committed ...

DomaCom unitholders approve new trustee

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2017
... executive Arthur Naoumidis said. DomaCom signaled its intentions to enter the reverse mortgage lending market in July, outlining plans for a senior equity release product, describing it as "a mechanism for elderly Australians to realise part of the value ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
... with dementia who have either never made a will or whose circumstances have changed to a degree where their existing estate plans are no longer appropriate. Australian Unity Trustees wills and estates accredited specialist Anna Hacker explained that ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... needs of digital clients typically offer a personal financial management site or application; deliver non-generic financial plans; and communicate via sophisticated technology. By way of example, client engagement fintech Astute Wheel creates synergies ...

Xero founder sells $94.5m in shares to fund philanthropy

ALEX BURKE  |  FRIDAY, 17 NOV 2017
... drive additional liquidity in Xero shares." "Personally, the transaction will provide an important foundation for my future plans to pursue a range of philanthropic and social endeavours," he added. Drury reaffirmed his commitment to Xero, describing ...

KPMG appoints wealth management strategy lead

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
... and Class Portfolio in its business advisory group. The news comes after Class chief executive Kevin Bungard flagged AMP's plans to migrate off the platform at the group's annual general meeting in October. While no timeframe has been specified, Bungard ...

Cryptocurrency interest underwhelming: Poll

KARREN VERGARA  |  MONDAY, 13 NOV 2017
... of people have no interest in using or investing in virtual currency. An overwhelming number of respondents (63%) have no plans to trade in cryptocurrency such as bitcoin and ethereum. A small number (17%) however, are curious about digital currency ...

Xero consolidates stock exchange listings

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... stand-by debt facility with ANZ and the Bank of New Zealand to improve its overall liquidity position. There are no current plans to draw down on the facility, Xero said. "Our team's disciplined execution of our global growth strategy is delivering scale ...

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
... acknowledgment speech, chief executive Jonathan Hoyle ( Profile: Blood, Sweat and Tears of Joy ) gave an update on how it plans to grow the business in the years ahead. First, the group plans to attract and nurture talent through its 'Pathway to Partnership' ...