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Showing 5651 - 5660 of 18266 results for "Plan"

MYEFO sees bond issuance drop

ALEX DUNNIN  |  TUESDAY, 18 DEC 2018
The Federal Government's revised Budget figures reveal a sharp reduction in the deficit and a 26% reduction in required bond issuance for this financial year. "Treasury bond issuance for the year is now expected to be around $52 billion compared with ...

Advice associations combine for code monitoring

DARREN SNYDER  |  TUESDAY, 18 DEC 2018
A co-operative of financial planning and advice associations have agreed to deliver one code monitoring solution across their respective memberships as part of the wider commitment to lift ethical and professional standards. Signifying a rare moment ...

Link hires former State Street MD

DARREN SNYDER  |  MONDAY, 17 DEC 2018
Link Fund Solutions has welcomed its new head of relationship management and sales. Rebecca Edwards joined recently and will be responsible for continuing and building on the division's strong record of delivering industry-leading client service. ...

Former Paradice managers launch LIT

KANIKA SOOD  |  MONDAY, 17 DEC 2018
A small and mid-cap boutique set up by two former Paradice Investment Management portfolio managers has converted its $440 million strategy to a listed investment trust. Ophir Asset Management's High Conviction Fund has delivered 20.2% per annum ...

Bonds reward equity investors seeking refuge

KARREN VERGARA  |  MONDAY, 17 DEC 2018
Investors who firmly believe that fixed income is a safety net in times of market volatility - and followed through by ditching equities - have been well-rewarded for their efforts. Investors in Australia who switched to bonds at the end of October ...

Markets could delay retirement plans

KANIKA SOOD  |  MONDAY, 17 DEC 2018
More than 420,000 Australian who are due to retire in the next 12 months may have to delay their plans as lackluster share market returns, falling property prices and low interest rates obstruct their wealth. Recent research by Roy Morgan found Aussies ...

Royal Commission sparks risk book sell-off

JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
Financial planners with smaller risk insurance books are looking to offload them now, save waiting for Commissioner Kenneth Hayne's final report. According to Radar Results, there has been a jump in the number of planners looking to sell risk books ...

MLC admin error hits superannuation DB members

KARREN VERGARA  |  FRIDAY, 14 DEC 2018
... "ExxonMobil was immediately notified." Plum acquired ExxonMobil defined benefit members under its existing Exxon Plum Super Sub Plan in 2013. Rainmaker data shows there are about 700 active defined benefit members in the plan. It is understood that access ...

Super admin provider adds chief information officer

JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
The director of Westpac's security risk and culture program has joined an ASX-listed provider of superannuation administration and trustee services. Anne Coull has been appointed chief information officer at OneVue. The group said the appointment reflects ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
The proportion of financial advisers who advise on responsible investing has almost doubled in the past two years, the latest industry survey reveals. The Investment Trends 2018 Adviser Product and Marketing Needs Report, which surveyed 766 Australian ...