Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 171 - 180 of 532 results for "PLUM"

Cbus partners for phone-based advice

ALEX BURKE  |  THURSDAY, 27 OCT 2016
Cbus has partnered with a leading digital advice firm to create a new "advice over the phone" service. Midwinter will deliver the service from October 31; the company is currently rolling out its cloud-based advice platform, AdviceOS, for Cbus to use ...

Midwinter makes strategic appointment

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
Financial services technology provider Midwinter hired a head of institutional growth as part of the company's aim to pursue partnerships in the superannuation and institutional space. Salvador Saiz joined Midwinter as a SME and superannuation fund ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
Financial planning software provider Midwinter is extending its partnership with a financial data company. The renewed partnership with InvestmentLink allows Midwinter to add client-authorised data feeds to the existing 600 feeds in its data source ...

Former Russell CEO joins MLC trustee board

DARREN SNYDER  |  THURSDAY, 29 SEP 2016
... South Africa, before working for McKinsey & Co. In his role at NULIS, Schoenheimer is also a member of the MLC Masterkey and Plum Superannuation Fund investment committees and the Super Wrap and Investor Directed Portfolio Service (IDPS) committee. The ...

ASIC compensation plummets despite surveillance success

ALEX BURKE  |  MONDAY, 8 AUG 2016
The amount of consumer compensation ASIC secured decreased by 91% in the six months to June 30, 2016, despite increased surveillance outcomes almost across the board. ASIC's latest enforcement report shows that the regulator secured $13.4 million in ...

Brexit won't impact Australia greatly: Treasurer

DARREN SNYDER  |  FRIDAY, 22 JUL 2016
The body representing Australia's top four financial authorities says the country is well placed to manage the economic and financial repercussions of Brexit. The Council of Financial Regulators (CFR) presented a report to the federal government earlier ...

Economic Wrap

ALEX DUNNIN  |  THURSDAY, 21 JUL 2016
Australia and NZ streamline trade deal Australia and New Zealand have signed a deal to streamline customs processing between the two nations. The Australian Department of Immigration and Border Protection and New Zealand Customs Service (NZ Customs) ...

NAB merger creates largest retail super fund

ALEX BURKE  |  THURSDAY, 14 JUL 2016
... super funds into one, creating the largest retail fund in the country. The new MLC Super Fund comprises MLC MasterKey and Plum superannuation offerings, and represents roughly $70 billion in funds under management - this makes it the second-largest super ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
Midwinter and SuiteBox, the mobile office solution for advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners. The partnership will allow advisers using Midwinter's AdviceOS ...

Lump sum withdrawals to fall to 4% by 2025: Rice Warner

KERRIE SYDEE  |  TUESDAY, 29 MAR 2016
Only 10% of retirement assets were taken as a full lump sum in 2013-14 according to research by Rice Warner, destabilising the view that many retirees rapidly spend their super and fall back on a full Age Pension. Used to support its 2016 pre-budget ...