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Showing 3541 - 3550 of 6605 results for "Future2"

Statewide Super partners on digital advice

JAMIE WILLIAMSON  |  THURSDAY, 13 OCT 2016
Statewide Super is teaming with Decimal to provide digital financial advice to members. The industry fund has signed a three year agreement with the software provider to offer its Eqilize solution to more than 140,000 members as part of an overall expansion ...

MTAA awards $330m mandate

KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
MTAA Super has awarded a $330 million Australian equity mandate to an Australian investment manager. Ausbil Investment Management was awarded the mandate for its Australian Active Equity Strategy. Managed by chief executive Paul Xiradis and his team ...

Strategy Steps sold to knowIT

KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
Financial planning support business Strategy Steps has been sold to software product and services company knowIT to allow for greater digitalisation of the service. Effective from 1 October 2016, the sale of Strategy Steps will let previous owners Louise ...

Perpetual Global Share Fund strengthens defence

MARK SMITH  |  WEDNESDAY, 12 OCT 2016
Perpetual has upped the cash weighting in its Global Share Fund and decreased its exposure to cyclical stocks on concerns the end of the economic cycle is approaching. The fund has increased its cash allocation to 18%, up from a five-and-a-half year ...

Legg Mason, AB funds highly recommended

MARK SMITH  |  WEDNESDAY, 12 OCT 2016
The Legg Mason Martin Currie Equity Income Trust and the AB Managed Volatility Equities Fund have received highly recommended ratings from Lonsec in the research house's latest review. Launched in 2011, the Legg Mason Martin Currie Equity Income Trust ...

Dunsford explains backpedal at EGM

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
Mark Dunsford has explained his decision to withdraw the motion to change the Association of Financial Advisers' (AFA) Constitution at the recent extraordinary general meeting (EGM). The director of Dunsford Financial Planning and leader of the Life ...

BKI makes $4.2m acquisition

ALEX BURKE  |  TUESDAY, 11 OCT 2016
BKI Investment Company is acquiring an unlisted investment company for $4.2 million. In an ASX statement, BKI's board said the acquisition will "benefit existing BKI shareholders by increasing the size of BKI's portfolio in a cost-effective manner." ...

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
AdviserLogic has appointed a new non-executive director who will also contribute to the company's strategic partnership opportunities. Paul Harding-Davis will join the company as a non-executive director and will also actively contribute to sourcing ...

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
Few advisers have a proactive referral strategy but with a few easy steps they can improve their chances of being recommended, according to Scott Charlton, a business coach who specialises in helping accountants and financial planners. Addressing delegates ...

CBA uses virtual reality to revitalise financial education

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
The Commonwealth Bank of Australia has launched a new virtual reality education program aimed at increasing the financial literacy of young Australians. With a recent survey from Zurich revealing Australians to be overconfident when it comes to money ...