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Showing 5411 - 5420 of 18266 results for "Plan"

Global equities boutique opens Australian office

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2019
... and differentiated portfolios in global equities." "Opening an office in Australia has long formed a part of our business plan; Australian and New Zealand investors share our belief in high-conviction, active portfolios and look out over a similar time ...

Spaceship searches for new chief

KARREN VERGARA  |  TUESDAY, 21 MAY 2019
... on accelerating our rapid growth." Spaceship launched in 2017 under Tidswell Financial Services' Master Superannuation Plan with the aim of engaging millennials. Atlassian co-founder Mike Cannon-Brookes and AirTree Ventures partner Daniel Petre also ...

Financial advice valued beyond returns

KARREN VERGARA  |  TUESDAY, 21 MAY 2019
... secure than those without an adviser. "Our research found that investors who pay for financial advice valued the financial plan and the trusted relationship they built with their adviser, which made them feel more secure, compared to the respondents ...

Industry responds to election outcome

ELIZABETH MCARTHUR  |  MONDAY, 20 MAY 2019
... 'Howard battlers' - the great mass of tradies and aspirational workers who live in outer urban areas - turned on Labor over its plan to cut loopholes for franking credits and negative gearing," The AIC said in a statement. It summarised the most important ...

NAB sells fund administration business

HARRISON WORLEY  |  MONDAY, 20 MAY 2019
A German group has picked up NAB's managed funds services business, Ausmaq. Deutsche Borse has acquired the specialist managed funds and term deposit administrator through its international central securities depository subsidiary, Clearstream. ...

YBR overhauls wealth arm

KARREN VERGARA  |  FRIDAY, 17 MAY 2019
Yellow Brick Road is restructuring its wealth business that will result in job cuts under the supervision of chair Mark Bouris. Its chief executive will also step down. YBR's board announced overnight it will commence to dispose, outsource or restructure ...

ANZ changes advice model, cuts Prime Access

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
... how that's done. "Our new service will give customers complete control of when and how they want to review their financial plan," ANZ managing director private banking and advice, Mike Norfolk said. Prime Access was introduced in 2003. In 2015 ANZ launched ...

Financial advisers weigh in on factor investing

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
No longer the domain of institutional investors, factor investing has become ubiquitous in financial advisers' investment strategies - and many do not recognise its influence. Main Street Financial Solutions principal and private client adviser Charles ...

Time ticks by on FASEA approvals

HARRISON WORLEY  |  THURSDAY, 16 MAY 2019
The Financial Adviser Standards and Ethics Authority has been forced to admit it will miss its own deadline for the approval of several graduate diplomas and bridging courses submitted for accreditation. According to FASEA, 14 graduate diplomas and ...

Advisers forgo charitable conversations: Poll

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
Many financial advisers intend to incorporate charitable giving in the advice process, but the majority still do not broach the topic with clients, a Financial Standard survey shows. More than half (54%) of the financial advisers polled do not have ...