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Showing 5451 - 5460 of 18266 results for "Plan"

IRESS appoints managing director

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 MAY 2019
... outcomes for our clients and continued strong growth for IRESS." Prior to joining IRESS, Quin-Conroy was chief executive of PLAN Australia and head of broker services for Advantedge Financial Services. He was also director at LIXI Limited and Main Break ...

Former Labor senator joins Sargon

HARRISON WORLEY  |  TUESDAY, 30 APR 2019
... parliament focusing on both superannuation and technology. "The intersection of technology and financial services is where I plan to focus in this next stage of my career," Conroy said. "Sargon is an exciting, homegrown fintech company. It's independent ...

Super startup to relaunch

HARRISON WORLEY  |  TUESDAY, 30 APR 2019
... fund designed for women." According to a product disclosure statement available on FairVine's website, the fund is a sub-plan of Aracon Superannuation Fund, which was acquired by Managed Accounts Holdings - now Xplore Wealth - late last year. FairVine ...

CountPlus acquires stake in advice firm

KARREN VERGARA  |  TUESDAY, 30 APR 2019
CountPlus has acquired a stake in a financial advice firm as Prime Financial Group offloads its minority interest. CountPlus acquired a 20% interest in Rundles Financial Planning, as well as a 40% stake in accounting firm Rundles Prime. Total consideration ...

Design and distribution law set to impact property funds

ELIZABETH MCARTHUR  |  MONDAY, 29 APR 2019
... must determine the target market for financial products on offer and make this known to the public. They must also develop a plan to review target market determinations and specify distribution information. Healy said: "The target market determination ...

Future Fund crosses $150 billion

KANIKA SOOD  |  MONDAY, 29 APR 2019
The sovereign wealth fund has crossed $150 billion in assets after a strong quarter, as it readies to pitch in to the next Federal budget. The Future Fund returned 5% over the quarter to March end, taking its decade-long performance to 10.4% - 3.9% ...

Investment manager appoints global chief

HARRISON WORLEY  |  FRIDAY, 26 APR 2019
A global real estate investment manager has appointed a new chief executive. Savills Investment Management named Alex Jeffrey as its new chief executive, as the firm embarks on the next stage of its global growth. Set to join the firm later this year ...

AFCA changes could impact PI cover cost: FPA

HARRISON WORLEY  |  TUESDAY, 23 APR 2019
The Financial Planning Association of Australia is urging AFCA immediately consider and investigate the potential impact of its proposed legacy claims rule on professional indemnity insurance, with fears the cost of PI cover may rise. The FPA is concerned ...

Chief economist update: China is back on track

BENJAMIN ONG  |  TUESDAY, 23 APR 2019
"Spring is the time of plans and projects." - Leo Tolstoy, Anna Karenina. So it is with China. Recent economic indicators have turned up in time for spring. China deserves to be congratulated. It's watered and fertilised the economy with enough ...

First State Super integrates advice, overhauls leadership

ELIZABETH MCARTHUR  |  THURSDAY, 18 APR 2019
First State Super has fully integrated its financial advice business, StatePlus. In doing so, the fund has gained a deputy chief executive. In a move aimed at making financial advice accessible for all its members, the $70 billion fund has brought its ...