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Showing 4191 - 4200 of 6514 results for "Jul"

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
Midwinter has integrated all its planning tools into the Advice Operating System (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement ...

Abenomics strengthens investment ties with Japan

MARK SMITH  |  WEDNESDAY, 29 MAY 2013
The dramatic lift in confidence arising from Japanese Prime Minister Shinzo Abe's aggressive stimulus measures has created opportunities for investment to flow between Australia and Japan in both directions, according to Nikko Asset Management chairman ...

Government to update More Super calculator

JAMES FERNYHOUGH  |  WEDNESDAY, 29 MAY 2013
The federal government plans to update the More Super calculator to take into account increases to the Super Guarantee (SG) which will come into effect on 1 July. The More Super calculator allows users to find out how much super they will have accumulated ...

Li gets what Li likes

BENJAMIN ONG  |  WEDNESDAY, 29 MAY 2013
Nothing beats a three-day long weekend break to put things back into perspective it seems. Wall Streeters returned from the "Memorial Day" holiday with a bounce in their steps sending America's benchmark indices on a rebound. The Dow closed 0.7% up ...

New chairman appointed at BOQ

ALICE URIBE  |  TUESDAY, 28 MAY 2013
Current Bank of Queensland director Roger Davis will take over the role of chairman, after the retirement of incumbent Neil Summerson. Summerson announced at the annual general meeting in December 2012 that he intended to step aside in 2013. He will ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
More than a third of financial advisers say they do not yet have software which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter ...

EQT gives more time to The Trust Company

LAURA MILLAN  |  MONDAY, 27 MAY 2013
Equity Trustees (EQT) is giving The Trust Company shareholders more time to consider its offer, which will now close on July 31, 2013. In a letter to The Trust Company shareholders, EQT asked them to ignore the Perpetual offer to buy 100% of the shares. ...

MySuper puts focus on active tax management investing

MARK SMITH  |  THURSDAY, 23 MAY 2013

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER  |  WEDNESDAY, 22 MAY 2013
BT Financial Group has updated its Wrap Desktop and AdviserNET to assist advisers prepare for their Future of Financial Advice (FoFA) obligations. "Advisers now have administrative support for most of their obligations around fee disclosure statements ...

Yuan to float free, in our dreams

BENJAMIN ONG  |  WEDNESDAY, 22 MAY 2013