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Showing 261 - 270 of 589 results for "ACCR"

Principal and CIMB strengthen asset management ties

DARREN SNYDER  |  MONDAY, 15 JAN 2018
US wealth manager Principal will increase its ownership in two Malaysian asset management groups as part of its strategy to bring more investment products to Southeast Asia. Pending regulatory approval, Principal will pay up to $150 million to own 60% ...

Potential windfall to be found in super reforms

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2018
Financial advisers are reminded of significant benefits offered by incoming superannuation reforms, with clients preparing for retirement or searching for their first home in line for the lion's share. NAB director of SMSF and customer behaviour Gemma ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
More than 3000 Cbus members have been paired with a Certified Financial Planner under an advice program run in conjunction with the Financial Planning Association. The industry superannuation fund is further encouraging its members to embrace financial ...

Blue Sky scores major pension fund mandate

ALEX BURKE  |  THURSDAY, 21 DEC 2017
Blue Sky Alternative Investments has entered into an agreement with one of Canada's largest pension investment managers, which oversees about $140 billion in assets. Blue Sky explained that subject to regulatory approval by the Foreign Investment Review ...

New Year, new chair at industry fund

JAMIE WILLIAMSON  |  THURSDAY, 21 DEC 2017
A $4.5 billion industry fund will welcome a new chair and director to its board in the New Year. Described as a building industry stalwart, Wallace Trohear will chair BUSSQ from 1 January 2018, bringing more than 50 years' experience in building and ...

Industry super fund names new chair

EMMA RAPAPORT  |  WEDNESDAY, 20 DEC 2017
An industry super fund with more than $3.5 billion under management will see in the New Year with a new independent chair. Former general counsel of Australian Unity Kirsten Mander joined legalsuper on December 15, replacing David Miles who retired ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast ...

Government expert panel hands down proposed education standards for existing advisers

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2017
Under the proposed standards released today by the Financial Adviser Standards and Ethics Authority, all existing advisers will be required to make a choice between several different education pathways -and some of their current qualifications may fail ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise. According to Australian Unity Trustees, Australia's ageing population ...

PIMCO launches adviser education tool

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
PIMCO has launched a new education platform to provide online resources for advisers about fixed income and global markets. The new PIMCO Market Intelligence platform includes a six-part CPD-accredited course along with case studies, video tutorials ...