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Showing 161 - 170 of 470 results for "LEI"

Fintech exposes SMSFs to global shares

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
Stake has hired a former Macquarie Group and IRESS executive to help self-managed super funds invest directly in the global share market. Matthew Rady joins the fintech as head of business development, responsible for expanding services and developing ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
StatePlus has partnered with a specialist organisation to help mature age workers transition seamlessly and holistically to retirement. The collaboration with Perth-based Life Time Wise, a practice that coaches baby boomers on financial, workforce and ...

Board changes at Crestone

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
Crestone Wealth Management announced a number of board changes that will help steer the firm's expansion in 2018. Leigh Clifford assumes the position of chair, succeeding John McDonald who remains a non-executive director. Clifford joined as a non-executive ...

QIC boosts US presence with acquisition

DARREN SNYDER  |  TUESDAY, 3 OCT 2017
QIC is expanding its global real estate operation in the US through the purchase of 10 regional shopping malls on behalf of one of the investment giant's clients. QIC acquired additional interests in its joint venture partner Forest City Enterprises ...

Physical health inspires financial health

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
Financial advisers looking to attract new business should look to the local golf course with research showing golfers are most likely to seek financial advice. The latest study from AMP reveals golfers (57%) and cricketers (51%) are more inclined to ...

Pre-retirees risk significant shortfalls: MLC

EMMA RAPAPORT  |  TUESDAY, 29 AUG 2017
An alarming number of pre-retirees are at risk of falling short of what is required for a 'comfortable retirement', according to research from MLC. More than half of those aged between 50 and 70 are on course to fall beneath the ASFA standard ($545,000 ...

Heffron acquires superannuation advice specialist

DARREN SNYDER  |  THURSDAY, 10 AUG 2017
Heffron SMSF Solutions acquired a Queensland firm that specialises in providing superannuation education to financial advisers. Joining the New South Wales and Hunter Valley-based SMSF service provider is McPherson Super Consulting - a firm that also ...

CBA advice compensation reaches $29m

ALEX BURKE  |  THURSDAY, 15 JUN 2017
The amount of compensation offered to Commonwealth Bank financial planning customers has reached $29 million, according to the seventh and final Promontory report into the Open Advice Review Program. Of that amount, $22.9 million has been paid so far ...

Liftoff imminent at Spaceship

EMMA RAPAPORT  |  TUESDAY, 14 MAR 2017
The countdown is on at fledgling start-up and technology-focused superannuation product-provider Spaceship, as chief executive Paul Bennetts attempts to convert his waitlist of 22,000 into a $1 billion fund. Touring around multiple start-up hubs this ...

House passes professional standards bill

EMMA RAPAPORT  |  WEDNESDAY, 8 FEB 2017
Federal laws which will affect the future of the financial planning industry passed the House of Representatives last night. The Corporations Amendment (Professional Standards of Financial Advisers) Bill, which was first introduced into Parliament in ...