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Showing 5241 - 5250 of 18266 results for "Plan"

Midwinter acquired by Bravura

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
Bravura Solutions has acquired financial planning software provider Midwinter for $50 million. For a total consideration of $50 million, Bravura has entered into an agreement to acquire Midwinter Financial Services, one of the leading providers of financial ...

FPA offers postgrad course discounts

HARRISON WORLEY  |  THURSDAY, 22 AUG 2019
Members of the Financial Planning Association of Australia will be eligible for discounted postgraduate course fees through a series of higher education institutions. The FPA is hoping to make it easier for members to meet the FASEA education requirements ...

ASIC to review end of grandfathering

ELIZABETH MCARTHUR  |  WEDNESDAY, 21 AUG 2019
ASIC will review the progress of transition away from grandfathered conflicted remuneration arrangements for financial advisers. Announced today, the review follows the government's commitment to end the practice by January 2021. ASIC said it will review ...

Sean Fenton back with Sage Capital

KANIKA SOOD  |  WEDNESDAY, 21 AUG 2019
The well-known fund manager is back with two Aussie equities strategies totaling $3 billion in capacity at his new boutique, after resigning from the Tribeca Alpha Plus fund earlier in the year. Sage Capital, led by former Tribeca portfolio manager ...

UniSuper scolds Aussie equity fundies

KANIKA SOOD  |  WEDNESDAY, 21 AUG 2019
... income, Aussie property and cash are managed in-house. Pearce then said the in-housing of investments hasn't been a grand plan, but has been shaped by the investment talent that comes on the market. "We probably put on half a dozen staff in the last ...

Complex retirement system requires simplicity: Report

KARREN VERGARA  |  WEDNESDAY, 21 AUG 2019
A new report is putting forth key reforms needed to make superannuation fairer and more efficient ahead of the Federal Government's review of the retirement income system. The Actuaries Institute outlined a number of reforms needed to help fix the ...

Cashwerkz hires distribution lead from Perpetual

ELIZABETH MCARTHUR  |  TUESDAY, 20 AUG 2019
Cashwerkz appointed a senior adviser from Perpetual Private to the role of head of advised distribution. Paul Burbidge steps into the Cashwerkz position after five years at Perpetual. A spokesperson from Cashwerkz said: "In this role Paul will lead ...

Super fund launches adviser portal

ELIZABETH MCARTHUR  |  TUESDAY, 20 AUG 2019
A $3.9 billion superannuation fund has launched a new digital portal to better support financial advisers. WA Super has rolled out the new capability, saying the portal will allow advisers to view clients' details in real time. WA Super said so ...

Chief economist update: Tweeting Trump versus totalitarian Xi

BENJAMIN ONG  |  TUESDAY, 20 AUG 2019
US president Donald Trump is envious of Chinese president Xi Jinping. Perhaps it's P-envy (I don't have to spell the word, my head will be summarily chopped off), but US President Trump admitted as much about a year and half ago and before he ...

Frydenberg flags new advice disciplinary system

HARRISON WORLEY  |  MONDAY, 19 AUG 2019
... Government's commitments to the Royal Commission." Frydenberg said the government anticipated giving effect to the implementation plan would take up 75% of Treasury's legislative agenda over the next year. For context, the Treasury legislative ...