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Showing 1641 - 1650 of 3847 results for "Plans"

US recommends asset manager stress tests be removed

DARREN SNYDER  |  FRIDAY, 27 OCT 2017
... recommendations included an increase in consumer choice by allowing annuities as investment options for employer-sponsored retirement plans; and promoting infrastructure investment by insurers through appropriately calibrated capital requirements. US ...

Broker popularity on the rise: Research

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... of investors remain bullish on residential real estate, with 70% believing it is a good time to invest. Only 14% have put plans to invest on hold in the wake of proposals to ban negative gearing and reduce capital gains tax exemptions. "The optimism ...

Genetics will test life insurance sector

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... Australians are able to obtain some cover without disclosing any medical information through superannuation group insurance plans or direct products. Given that Australia's current position was established after a major public inquiry in 2003, Chen said ...

Super lump sums increase poverty risks: Report

KARREN VERGARA  |  WEDNESDAY, 25 OCT 2017
... annuities, lifelong income that individuals receive, "is not very common in private schemes in Australia and few pension plans have mandatory survivor schemes in place." It recommended that at minimum, superannuation should be taken as an annuity to ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... see one of our financial planners for advice, during the early discussions, we often uncover other concerns around their plans for all this new leisure time which can, with life expectancies increasing, last longer than people expected," he said. StatePlus' ...

UBS wins pensions mandate

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2017
... years," he said. The UK government introduced measures in February 2016 encouraging LGPS funds to work together to develop plans to "pool investments to significantly reduce costs, while maintaining investment performance." The $18 billion mandate is ...

Wills should be reviewed, not refuted: EQT

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers must ensure clients' estate plans are being regularly reviewed to avoid the potential diminishment of assets as a result of costly family drama when they're gone, Equity Trustees said. The asset management and estate planning experts ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... administration solutions to all clients irrespective of their size, risk appetite or investment objectives. Further, Euroz plans to launch a series of managed portfolios on HUB24 in early 2018. Euroz Securities executive director and head of private ...

Equity research firm expands to Australia

KARREN VERGARA  |  WEDNESDAY, 18 OCT 2017
An equity and performance analytics research firm has opened a Melbourne office, and plans to increase its footprint across the Asia Pacific. Style Research provides factor-based equity analytics and portfolio communication tools globally for 300 investment ...

Class chief flags AMP departure

ALEX BURKE  |  TUESDAY, 17 OCT 2017
At the group's annual general meeting, Class chief executive Kevin Bungard flagged AMP's plans to migrate off the Class Super platform. While no timeframe has been specified, Bungard said this was because of AMP's SuperConcepts business, which functions ...