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Showing 1771 - 1780 of 3847 results for "Plans"

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
AZ Next Generation Advisory has acquired a Perth based financial planning firm and revealed plans to establish a 'Next-Generation Eco-system.' AZ Next Generation Advisory (AZ NGA) has signed a binding sale and purchase agreement to acquire On-Track ...

PIMCO to take RE in-house

ALEX BURKE  |  MONDAY, 31 OCT 2016
PIMCO has obtained a responsible entity license in Australia and plans to internalise RE for its $10 billion managed funds suite. Subject to unitholder approval, PIMCO will then be the RE for the funds available to Australian investors, including the ...

Infrastructure critical for super returns

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
... general government sector and corporations (both public and private)... Industry super funds and their asset managers have plans to invest up to $10 billion dollars over the next five years mainly in Australian public infrastructure projects, representing ...

Succession planning placed on the backburner

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Financial planning and accounting businesses are all too regularly ignoring the need for quality exit and succession plans, according to chief executive of Connect Financial Service Brokers, Paul Tynan. Tynan has observed a growing number of practitioners ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... AFSL, with a small and select group of exceptional practices and I look forward to working with them. Whilst we do have plans for growth, they are very specific as we only want to add a few practices before closing to future growth. It is important to ...

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
... rapidly growing player such as AdviserLogic, this is a very significant appointment that will assist in our existing growth plans, as well as providing deep insight into the development our future planning." Harding-Davis has held a number of key roles ...

AIST wants higher concessional cap for older workers

DARREN SNYDER  |  MONDAY, 10 OCT 2016
... accounts can be used by high wealth individuals - it will be difficult to administer," the AIST statement said. The government plans to tighten rules involving the transfer of super in excess of the $1.6 million cap. Individuals with super balances of ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... the performance of the markets," he said. "This allows investors to be able to forward project their cashflows and make plans, such as paying school fees or travelling, with a high degree of certainty."

New Blue Sky MD shoots for $5bn

ALEX BURKE  |  THURSDAY, 6 OCT 2016
... rapidly build our portfolio towards our target of 10,000 beds," Shand said. He concluded saying that he would outline further plans for Blue Sky at both the AGM in November and the annual investor conference in November/December.

Advisers urged to meet challenges together

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... who ran a successful life insurance business in the 1970s, where, alongside five agents, he sold life insurance, funeral plans and health insurance to customers. "It was simple. Your purpose was to sell insurance cover. Sums insured were not big and ...