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Showing 5631 - 5640 of 18266 results for "Plan"

Superannuation a mystery to students: survey

KANIKA SOOD  |  THURSDAY, 10 JAN 2019
... addressing the methodology. Student Super Professional Super is one of the seven divisions of the Tidswell Master Superannuation plan, which also serves as the trustee for Spaceship Super. SSPS had $1.3 million in assets under management in 2018. A super ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
HUB24 has signed on two national advice businesses, as its total funds under management crossed the $10 billion mark. Brisbane-based licensee AdviceIQ Partners brings 31 registered planners to HUB24's platform. The licensee has added 10 planners ...

TAL and Zurich lead inflows, CommInsure lags: Strategic Insights

KARREN VERGARA  |  WEDNESDAY, 9 JAN 2019
... Insights provides research on the managed funds, retirement and life insurance market, founded by Simon Solomon in 1988 as Plan For Life. The group grew from an actuarial consultancy to a research house and in 2010 was acquired by Asset International. ...

BlackRock and Microsoft develop retirement platform

HARRISON WORLEY  |  TUESDAY, 8 JAN 2019
BlackRock will partner with the global technology giant to develop a new retirement platform. Noting the responsibility for retirement planning now rests with millions of Americans, Microsoft has partnered with BlackRock, and the two global giants intend ...

ASIC to examine super fund and employer connections

HARRISON WORLEY  |  TUESDAY, 8 JAN 2019
... After difficult appearances at the Royal Commission, AMP lost a $250 million mandate to manage the Anglican National Super plan, which houses retirement savings for employees of the Anglican Diocese of Sydney. ASIC's new investigation may draw upon a ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
A national financial advice licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access ...

AustralianSuper members exposed to security breach

KARREN VERGARA  |  TUESDAY, 1 JAN 2019
The accounts of about 11,000 AustralianSuper members have been the target of a security breach. Australia's largest superannuation fund, with about 2.2 million members, said it has detected the "unauthorised access," which occurred earlier this ...

Where UniSuper sees market opportunities

KANIKA SOOD  |  MONDAY, 31 DEC 2018
... $250 million Aussie small cap mandate to Lennox Capital. Pearce says 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 ...

FASEA releases professional year standard

HARRISON WORLEY  |  FRIDAY, 21 DEC 2018
... requirements to become a financial adviser or planner from 2019. The standards authority confirmed the professional year plan would be required to develop competencies in technical competence, client care and practice and regulatory compliance and consumer ...

Spriggy wins 2018 Best Fintech Startup Award: StartCon

MICHELLE BALTAZAR  |  THURSDAY, 20 DEC 2018
A fintech business aimed at helping children develop good money habits won a major award at the 2018 Australasian Startup Awards. Spriggy was set up in 2015 by founders Alex Badran and Mario Hasanakos. Their main product is a pre-paid debit card for ...