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Showing 1711 - 1720 of 3847 results for "Plans"

Tech industry opens niche markets for advisers

MICHELLE BALTAZAR  |  TUESDAY, 30 MAY 2017
... across traditionally non-tech sectors. On the other side of the equation, financial advisers should review their financial plans for clients in the mining, printing, agriculture, construction and healthcare industries. According to the report, the first ...

AMP continues goals-based advice focus

DARREN SNYDER  |  THURSDAY, 25 MAY 2017
... increasing contributions in the advice and SMSF businesses "while continuing to invest in product and platform development." AMP plans to build and integrate a goals-based advice operating system across face-to-face, phone, digital and corporate superannuation ...

Property investment manager broadens regional presence

EMMA RAPAPORT  |  TUESDAY, 23 MAY 2017
... serves a global client base with clients from North American, European, Middle Eastern and Asia-Pacific institutions, pension plans, foundations and corporations and individual investors. Headquartered in Chicago, the firm has additional offices in Los ...

InvestmentLink launches goals-based advice platform

ALEX BURKE  |  TUESDAY, 23 MAY 2017
... design skills, and advisers can begin inviting clients to use the platform immediately. "We have a scaled offering, from free plans to packages to suit larger groups. CashDeck is pre-populated with a series of emails that clients receive. So it's very ...

Colonial First State upgrades managed accounts offering

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... administers more than $6 billion in managed account structures on its FirstWrap platform, and confirmed earlier this year its plans to expand its offering to the FirstChoice platform which recently reached $80 billion in funds under management. CFS executive ...

Aussie hedge fund eyes US expansion

ALEX BURKE  |  FRIDAY, 19 MAY 2017
... make the most of that opportunity and build a client base with a hands-on approach." As part of the firm's local growth plans, NWQ has also appointed former Man Investments Australian director Tim Banfield as managing director of distribution. Horton ...

Financial stress rising in Australia

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... In terms of demographics, millennials appear to be the most financial prepared as 49% state they always or often create plans to reach financial goals, while only 39% of Generation X respondents said the same. However, 18% of millennials admit to often ...

SSGA ramps tech exposure post-Trump

ALEX BURKE  |  THURSDAY, 18 MAY 2017
... detailed, once they are, the administration has upwards of 500 staffers who will work primarily to push forward Trump's plans for better healthcare, lower taxes and deregulation," Engel said. "If they can help achieve compromises, equities may continue ...

Boutique fund joins Bennelong suite

JAMIE WILLIAMSON  |  TUESDAY, 16 MAY 2017
... MacLeod said. The Wheelhouse Global Equity Income Fund is now available for sophisticated and institutional investors, with plans to extend the offering to the retail market at a later date.

Victorian DB liabilities hit $44bn

ALEX DUNNIN  |  WEDNESDAY, 3 MAY 2017
... slow transition compared to other Australian states or territories, to defined contribution accumulation superannuation plans which now consume 71% of Victorian state government annual superannuation net cash flows. Victoria's gently improving unfunded ...