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Showing 161 - 170 of 274 results for "Aspiration"

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
AZ Next Generation Advisory's acquisition of a Cairns-based financial advice practice brings the firm's total assets under management to about $5 billion. The binding purchase agreement with Menico Tuck Parrish Financial Services (MTPFS), established ...

Industry super attacks SMSFs

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
Industry Super Australia says growth in the SMSF sector is a result of members having low levels of financial literacy. Citing a 2016 working paper from CIFR, ISA chief economist Stephen Anthony said the 5.5% increase in SMSF membership in 2015 was ...

Advisers embrace new education regime

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
Financial advisers have wasted no time in readying themselves for the future following the passing of the professional standards legislation earlier this month. Mentor Education saw an immediate surge in enrolments in its programs after the Corporations ...

Australian Ethical aiding tech VC sector

JAMIE WILLIAMSON  |  TUESDAY, 14 FEB 2017
Increasing its exposure to Australia's technology start-up realm, Australian Ethical invested in a Sydney-based venture capital fund. The $1.84 billion superannuation fund has contributed a significant investment to Right Click Capital's Growth Fund ...

Retirement needs higher purpose: ASFA CEO

DARREN SNYDER  |  WEDNESDAY, 1 FEB 2017
Association of Superannuation Funds of Australia chief executive Martin Fahy believes the definition of retirement needs to move away from recreation and pursue a higher purpose. The newly-minted leader told a media event in Sydney yesterday that the ...

AMP Capital expands US distribution team

ALEX BURKE  |  THURSDAY, 19 JAN 2017
AMP Capital appointed three institutional directors as part of its US expansion. As institutional director - unlisted, Americas, Julia Szlakowski will manage distribution for AMP Capital's infrastructure debt and equity strategies; she joins AMP Capital ...

ASFA slams Grattan as 'out of touch'

EMMA RAPAPORT  |  MONDAY, 16 JAN 2017
The Association of Superannuation Funds of Australia (ASFA) has labeled the Grattan Institute as 'out of touch' following its claims that the age pension and rent assistance would provide an adequate retirement for Australians. In a statement, ASFA ...

Climate calling

DARREN SNYDER  |  MONDAY, 9 JAN 2017
... Australian superannuation funds about the development and implementation of sustainable investment strategies. The continued aspiration is welcome, but Cheang believes proper execution and realisation still has ways to go. Principal for responsible investment ...

Advisers must be tribal: Stackpool

JAMIE WILLIAMSON  |  THURSDAY, 5 JAN 2017
Australia is facing a rising financial epidemic and advisers must do more to help combat it. Certainty Advice Group managing director and founder Jim Stackpool believes Australians are suffering with growing insecurities around their finances and advisers ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
1. No bachelor's degree for existing advisers In April the Federal Government announced existing advisers will not be required to complete a bachelor's degree and will be given a longer time frame to meet new education standards. Government Minister ...