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Showing 5391 - 5400 of 18266 results for "Plan"

Spitfire acquires adviser platform, names chief

ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
Spitfire has acquired a financial adviser platform with $2 billion in funds under management. It also appointed its inaugural chief executive and a chief product officer from BT Financial Group. Spitfire completed the acquisition of platform and wrap ...

The case for tax deductible advice

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
A growing community of like-minded financial advisers is adding its voice to calls for advice to be deemed tax deductible, as advice businesses grapple with the pressures of increased education standards and the Royal Commission. XY Adviser, along with ...

Chief economist update: US recession in the offing

BENJAMIN ONG  |  MONDAY, 3 JUN 2019
"On June 10th, the United States will impose a 5% Tariff on all goods coming into our Country from Mexico, until such time as illegal migrants coming through Mexico, and into our Country, STOP. The Tariff will gradually increase until the Illegal Immigration ...

Sunsuper chief executive departs

KARREN VERGARA  |  FRIDAY, 31 MAY 2019
... one million members. Under his watch, Sunsuper merged with AustSafe Super, Kinetic Super and the IAG & NRMA Superannuation Plan. It recently added CBH Super, the Perth-based corporate super fund to CBH Group. It now manages more than $66 billion for ...

FPA moves to improve adviser mental health

ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
The Financial Planning Association of Australia (FPA) has launched a free health and wellbeing program providing confidential support from psychologists and counsellors to its members. The FPA Wellbeing program comes amid unprecedented changes in the ...

Super funds can spearhead infrastructure: Expert

HARRISON WORLEY  |  WEDNESDAY, 29 MAY 2019
A Financial Services Council panel discussion today considered the possibility of superannuation funds taking a greater role in building Australia's infrastructure. Asked how the financial services industry was shaping up in the current economic ...

Investment firm plans delisting

KANIKA SOOD  |  WEDNESDAY, 29 MAY 2019
An investment firm focused on private equity style transactions has decided to delist from the ASX. Oceania Capital Partners (ASX: OCP) said it wants to delist through an off-market equal access share buyback, subject to shareholder approval at the ...

Bank appoints new chair

KANIKA SOOD  |  WEDNESDAY, 29 MAY 2019
Bank of Queensland has announced a new chairman elect, with the incumbent set to retire after six years in the role. Roger Davis will retire as chair following BOQ's full year results in October 2019 and will leave the board. BOQ has appointed Patrick ...

Financial tech firm refocuses strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 MAY 2019
An ASX-listed financial planning technology company will reconfigure its strategy following an unsuccessful pilot partnership with Commonwealth Financial Planning. Intiger will refocus its strategy on developing and marketing its BOOM software after ...

ASIC names new default super fund

JAMIE WILLIAMSON  |  TUESDAY, 28 MAY 2019
... Commonwealth Superannuation Scheme (CSS), Public Sector Superannuation Scheme (PSS) or the Public Sector Superannuation accumulation plan (PSSap). No details of the agreement were disclosed. Historic data indicates 134 new ASIC employees joined the default ...