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Showing 4671 - 4680 of 18263 results for "Plan"

SS&C secures platform mandate

HARRISON WORLEY  |  MONDAY, 6 APR 2020
US investment management software provider SS&C has been awarded a mandate to manage the wealth management platform of a local third-party investment administrator. Xplore Wealth has selected SS&C's global wealth platform (GWP) to underpin the entirety ...

Chant West takes Zenith acquisition to court

KANIKA SOOD  |  MONDAY, 6 APR 2020
Chant West Holdings has filed proceedings in the Supreme Court of New South Wales after Zenith Investment Partners' subsidiary last week pulled out of a planned $12 million purchase of its superannuation business. CW Bidco Pty Limited (the Zenith ...

ASIC cancels slew of AFSLs

JAMIE WILLIAMSON  |  FRIDAY, 3 APR 2020
... SMSFs. "You Super Life assists by consolidating your numerous super accounts and in doing so allows you to put in place a plan 'B' using insurances to guarantee an outcome for your family in cases of unexpected events," its website reads. Your Super ...

YBR national advice lead moves to Interprac

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
Former Yellow Brick Road national advice manager Sharon Walker has moved to Interprac as part of its acquisition of the YBR advice business. Walker moved into the role of practice development manager at Interprac in March. Interprac managing director ...

Industry bodies work to ease regulatory burdens

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
Industry groups want the government to make fast, cheap financial advice possible for those impacted by the COVID-19 downturn - especially when it comes to early access to super. The Regulatory Burden Taskforce - comprised of the Financial Planning ...

Time to step up or face the music

ALLY SELBY  |  THURSDAY, 2 APR 2020
... investment portfolios, almost all aspects of a super fund's operations will be impacted." Prime Minister Scott Morrison's plan to allow Australians impacted by COVID-19 to access up to $20,000 from their super fund, among other hurdles, will ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
Panicked, stressed people are making rash decisions and falling victim to scams as they navigate the economic fallout of COVID-19 - but compliance has left some financial advisers and service providers feeling hamstrung in helping. Meg Heffron, managing ...

Business unusual: COVID-19 threats facing real estate

ALLY SELBY  |  THURSDAY, 2 APR 2020
Gone are the days of 'business as usual' with Australia's capital cities and skyscrapers empty and its employees now working from the comfort (and safety) of their homes. But what impact will this have on our real estate investments? Prior ...

Bigger balances, bigger blow: Elia

JAMIE WILLIAMSON  |  THURSDAY, 2 APR 2020
Speaking to Financial Standard, Hostplus chief executive David Elia has said it's the super funds with higher average account balances that should be worried about the impact of the early release scheme. Hitting back at public commentary suggesting ...

Super fund transfer delayed amid COVID-19

KANIKA SOOD  |  THURSDAY, 2 APR 2020
... potential impacts to members during a fund transfer, the trustees have decide to temporarily postpone the Anglican National Super plan transfer," an AMP spokesperson said. AMP said the postponement is in line with others in the industry, and will ensure ...