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Showing 5801 - 5810 of 18266 results for "Plan"

Chief economist update: Surplus here we come

BENJAMIN ONG  |  WEDNESDAY, 26 SEP 2018
... so that it wasn't Finance Minister Mathias Cormann telling us, Australians all, that: "We came into government with a plan to deliver stronger growth, more jobs, and to repair the Budget, and what this final budget outcome for 2017/18 demonstrates ...

Aussie fund managers face machine learning challenges

KARREN VERGARA  |  TUESDAY, 25 SEP 2018
... learning is the lack of in-house expertise. Another challenge was the lack of high quality data. The majority of respondents plan to focus on professional development and learning more about machine learning over the next 12 months. Increased competition ...

Family office invests in absolute return fund

KANIKA SOOD  |  MONDAY, 24 SEP 2018
A Singapore-based family office is investing $34 million in an absolute return fund run by a fintech that offers a crowdfunding loan platform for small to medium enterprises. CoAssets is headquartered in Singapore and listed on the ASX (CA8) with a ...

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
Wealth managers who want to retain high-net-worth client assets through generations must engage better with their clients' heirs long before a wealth transfer happens, according to GlobalData. The GlobalData 2018 wealth manager survey asked wealth managers ...

Financial planning needs more women: FPA

HARRISON WORLEY  |  MONDAY, 24 SEP 2018
The Financial Planning Association of Australia (FPA) is calling for greater gender balance in financial planning, citing increased consumer demand for female planners. In a release, the association said the proportion of women in financial planning ...

AFCA membership deadline arrives

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
Financial services firms have until close of business today to register for membership of the Australian Financial Complaints Authority. ASIC has issued a warning to all Australian financial services licensees, superannuation trustees and authorised ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... were subject to ill health. It also removed the ability for Australians to transfer their pension to a retail superannuation plan, and left a few occupational, public sector and employer sponsored schemes in place, he said.

CFSGAM chief executive departs

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
The longstanding chief executive of Colonial First State Global Asset Management has resigned. After 10 years in the role, Mark Lazberger has announced he is leaving the $213 billion business. In the interim, chief operating officer Mark Steinberg will ...

Arnhem portfolio manager departs

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
As the winding down of Arnhem Investment Management rolls on, the portfolio manager of its Global Growth SMA is bowing out. Arnhem partner and portfolio manager Theo Maas has confirmed he is leaving the embattled fund manager, effective today. In a ...

Sargon Capital acquires Decimal

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
... regulatory approval and the repayment of amounts owed under Decimal's research and development (R&D) facility. If all goes to plan, Decimal and Sargon expect the transaction to be finalised in December 2018.