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Showing 4191 - 4200 of 18263 results for "Plan"

Advisers shift to ETFs from active managers: VanEck

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
... portfolio costs, with most respondents (58%) motivated by this." Neiron said the survey also revealed the majority of advisers plan to increase their use of smart beta strategies in 2021 in response to concerns over actively managed funds. "The underperformance ...

Remembering Susan Ryan

JAMIE WILLIAMSON  |  MONDAY, 28 SEP 2020
... Corporate Governance Council from 2003 to 2007. Ryan also held the role of independent chair at IAG & NRMA Superannuation Plan until 2011. ACSI chief executive Louise Davidson said she is terribly saddened by Ryan's death, saying Australia has lost ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Aberdeen Standard Investments has added two financial planning firms to its separately managed accounts (SMA) service. Futuro Financial Services and Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset ...

Group risk inflows fall 15%

ALLY SELBY  |  MONDAY, 28 SEP 2020
New research from actuary Plan For Life has found that overall group risk premium inflows fell 15% over the 12 months to June, with fresh legislation to blame. This includes the 'Protecting Your Super' legislation, which came into effect on 1 July 2019 ...

AstuteWheel integrates with Xplan

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... Software and populates in Xplan. Advisers can use all of AstuteWheel's tools and calculators live with the client and then the plan is created in Xplan. In addition, clients already setup in Xplan can be exported to AstuteWheel ready for reviews. "The ...

SMSF changes unlikely to mushroom new funds

KANIKA SOOD  |  FRIDAY, 25 SEP 2020
Allowing more members in SMSFs is unlikely to spur their establishment rates, according to a submission by University of Sydney's Susan Thorp. Earlier this month, a bill to increase the maximum number of SMSF members from four to six was reintroduced ...

FCA reviews regulation of foreign financial services firms

KARREN VERGARA  |  FRIDAY, 25 SEP 2020
The Financial Conduct Authority is reassessing how it should authorise and supervise foreign firms providing financial services in the UK as the Brexit transition period ends. The FCA announced it launched the consultation process in anticipating an ...

Chief economist update: UK's winter of discontent

BENJAMIN ONG  |  FRIDAY, 25 SEP 2020
... wasted. Not only that, it's gonna cost more. UK Chancellor of the Exchequer Rishi Sunak has been forced to top up his "A Plan for Jobs" package announced in early July with the unveiling of a six-month "Winter Economic Plan". Chancellor Sunak is ...

NowInfinity founders join boutique

KARREN VERGARA  |  THURSDAY, 24 SEP 2020
The founders of NowInfinity have joined a boutique firm that specialises in helping businesses with their succession plans. Amreeta Abbott and Vitalii Symon have joined Succession Plus, a business succession advisory firm with offices nationwide, New ...

Microcap manipulators caught out

ANNABELLE DICKSON  |  THURSDAY, 24 SEP 2020
A ring of microcap share manipulators have had their assets frozen by the Securities and Exchange Commission after procuring US$9 million in illegal profits by defrauding retail investors. The SEC alleged in a complaint that between 2013 and 2017 Ongkaruck ...