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Showing 4291 - 4300 of 18263 results for "Plan"

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients. Craig Emanuel and Tim Whybourne have worked together for 10 years, at UBS and more recently, Morgan Stanley Private Wealth Management. ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
Self-managed superannuation (SMSF) trustees are faced with unmet advice needs as costs and confidence in financial advisers stands in the way. The Vanguard Investment Trends Planner Report revealed a 6% increase in the number of SMSF trustees with unmet ...

Super fund deputy chief departs

ELIZA BAVIN  |  THURSDAY, 20 AUG 2020
The deputy chief executive of a $95 billion superannuation fund has left the role to pursue new opportunities. Graeme Arnott left the position as deputy chief executive of First State Super last month.. A First State spokesperson confirmed the news ...

Iress posts mixed half year results

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... an interim dividend of 16 cents per share. The company completed a $150 million institutional raise and its share purchase plan was oversubscribed for a total of $25 million to assist in its acquisition of OneVue. Iress expects the acquisition to be ...

WAM makes proposition plans public

ALLY SELBY  |  WEDNESDAY, 19 AUG 2020
... 31, the fund had $78.71 million in assets under management. In addition to the strategy shift, CIE opened a share purchase plan to retail investors in the hopes of raising $20 million. The shares were offered at 62.5 cents per share. WAM chair and chief ...

CareSuper awards custody mandate

ALLY SELBY  |  WEDNESDAY, 19 AUG 2020
NAB Asset Servicing has lost its custody mandate for CareSuper after more than 20 years with the industry superannuation fund. CareSuper has appointed J.P. Morgan as custodian of the $16 billion fund, having proven itself to be "the most suitable custodian ...

How to make sense of reporting season

ALLY SELBY  |  TUESDAY, 18 AUG 2020
As we reach a third of the way through Australia's reporting season, an advice and stockbroking group has identified three key trends that have so far emerged from the results. Wilsons Advisory noted that many of the companies that have reported thus ...

Challenger boutique managing Nikko strategy

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
... Nikko's broader client base in Japan. Nikko declined to comment on the size of the strategy managed by Ardea. The two don't plan to extend the relationship beyond the fund, Nikko said. "The investment approach is very defensive and provides great diversification ...

Netwealth reports $43.8m in FY20 profits

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
Netwealth swelled underlying net profit after tax by 21.7% in FY20; as it flags increased IT and infrastructure spend for the next year and a new mobile app for clients. The ASX-listed platform business grew total funds under advice by 35% to $31.5 ...

Calls for consent forms, opt-ins to be scrapped

ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
Synchron and Lifespan Financial Planning have thrown their weight behind a radical policy suggestion from the Association of Independently Owned Financial Professionals (AIOFP). The dealer groups put their names to a document by AIOFP executive director ...