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Showing 4621 - 4630 of 18263 results for "Plan"

Managed accounts use broadens

HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
Latest research on financial advisers' use of managed accounts shows their increasing popularity among advisers with lower-balance clients. Once reserved for wealthy clients, managed accounts are proving popular for financial advisers with lower-balance ...

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
Fiducian Financial Services has acquired a financial advice business with $56 million in funds under advice. The unnamed advice business is located in Gippsland, Victoria and will see Fiducian's offices in Sale and Traralgon merge. The acquisition is ...

Why COVID-19 could boost ESG

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
As the world celebrates Earth Day today,the environmentally conscious in the investment industry have said COVID-19 could be the crisis that causes us to take climate change more seriously. Calvert Research president and chief executive John Streur ...

APRA questioned on fund liquidity

ELIZA BAVIN  |  WEDNESDAY, 22 APR 2020
The prudential regulator has been questioned over super fund liquidity concerns by the Senate Economics Committee. Senator Andrew Bragg issued a letter to APRA putting the regulator on notice to answer a number of questions related to super funds. "I ...

Chief economist update: Stimulus measures ease extreme fear

BENJAMIN ONG  |  WEDNESDAY, 22 APR 2020
Tanking oil prices are the latest go-to excuse for the renewed downturn on Wall Street. But more than this, it's added to the challenges facing America's economy and its corporate sector. The US labour market has already deteriorated markedly ...

Janus Henderson AGM to go ahead

ELIZA BAVIN  |  TUESDAY, 21 APR 2020
Janus Henderson has announced its Annual General Meeting will go ahead in Denver, Colorado, as the terms of its governing documents prevent a virtual-only meeting. Still, no shareholders may attend. The global asset manager announced the changes to ...

Five day deadline tough but workable

ELIZABETH MCARTHUR  |  TUESDAY, 21 APR 2020
... authenticate that the person receiving payment is who they say they are." The super sector was not consulted about the government's plan to allow those suffering financially as a result of COVID-19 to access up to $20,000 of their super over the next ...

AIOFP launches fresh campaign, criticises FPA

ELIZABETH MCARTHUR  |  TUESDAY, 21 APR 2020
In launching its latest campaign to retain commissions, the industry body has accused the Financial Planning Association of Australia of taking money from the big banks in return for support. Writing to members, Association of Independently Owned Financial ...

ERS at risk of significant delays: ISA

ELIZA BAVIN  |  TUESDAY, 21 APR 2020
New polling by Industry Super Australia shows close to one million people planning to access their super early don't even qualify to do so, sparking concern that those in genuine need will experience significant delays in getting their hands on ...

Oil tanks

BENJAMIN ONG  |  TUESDAY, 21 APR 2020
Wouldn't it be nice to buy a house in Denmark was what I thought when I read the news that Jyske Bank - the country's third-largest bank - announced in August last year that it would pay home borrowers 0.5% per annum to take out a mortgage. Sweet! And ...