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Showing 4071 - 4080 of 18263 results for "Plan"

HUB24 partners with wealth platform

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
... investing in features that will help our mutual partners thrive into the future." The partnership follows HUB24's $60 million plan to acquire Xplore Wealth through a scheme of arrangement that will be funded by a combination of cash and HUB24 scrip consideration ...

Chief economist update: Letter V going viral in Australia

BENJAMIN ONG  |  WEDNESDAY, 11 NOV 2020
... response and recovery support, including $25 billion under the COVID-19 Response Package and $74 billion under the JobMaker Plan".... and the state of Victoria was still in lockdown and some inter-state borders were closed. It could only get better from ...

Super funds overlook digital engagement

KARREN VERGARA  |  TUESDAY, 10 NOV 2020
Superannuation funds are missing an opportunity to engage with younger members, who are increasingly becoming dissatisfied with their providers, via digital engagement. The inaugural Superannuation Stealth Survey conducted by SS&C Technologies Holdings ...

CountPlus divests member firm

ANNABELLE DICKSON  |  TUESDAY, 10 NOV 2020
CountPlus has disposed its majority interest in a member firm to a fellow member firm after a review found it could not add strategic value. The ASX-listed advice and accounting group has sold its 61.28% interest in Specialised Business Solutions to ...

Chief economist update: V for vaccine

BENJAMIN ONG  |  TUESDAY, 10 NOV 2020
... Monday, I will name a group of leading scientists and experts as transition advisers to help take the Biden-Harris COVID plan and convert it into an action blueprint that starts on January 20th, 2021. That plan will be built on a bedrock of science. ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
Off-platform assets are increasingly taking up more of financial advisers' time as many express frustration with the lack of solutions available that can house all of their clients' assets. According to joint research by Praemium and Investment Trends ...

Chief economist update: Biden cooks Donald's duck

BENJAMIN ONG  |  MONDAY, 9 NOV 2020
... Monday, I will name a group of leading scientists and experts as transition advisers to help take the Biden-Harris COVID plan and convert it into an action blueprint that starts on January 20th, 2021. That plan will be built on a bedrock of science. ...

Three advisers banned for non-financial crimes

ELIZABETH MCARTHUR  |  FRIDAY, 6 NOV 2020
The UK's Financial Conduct Authority (FCA) has banned three people from working in financial services due to sex offences they had committed. The FCA's decision to ban the three individuals comes after Megan Butler, executive director of supervision ...

Ord Minnett acquires E.L. & C. Baillieu

ELIZA BAVIN  |  FRIDAY, 6 NOV 2020
Ord Minnett has acquired E.L. & C. Baillieu for an undisclosed amount in what it describes as "a highly welcomed strategic move". Announced yesterday, Ord Minnett said the acquisition will strengthen it as one of Australia's largest, independent private ...

FASEA urged to clarify in-house product conflicts

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
The Institute of Managed Accounts Professionals (IMAP) has written to FASEA again, arguing that its latest guidance on the Code of Ethics leaves much to be desired. IMAP's main issue is with Standard 3, which seeks to eliminate conflicts of interest ...