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Showing 6171 - 6180 of 18266 results for "Plan"

Staggering annuities can fund retirement shortfall

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
Adopting multiple annuities could mean the difference between living comfortably or facing a massive shortfall in retirement, according to a retirement planning expert. David Babbel, a retirement strategy expert and professor from the University of ...

MLC, ANU boost alternatives strategies

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
MLC and Australian National University will ramp up allocations to alternative assets in 2018, according to latest Preqin research. Preqin highlighted the two Australian firms in its alternative assets outlook report, which surveyed more than 550 institutional ...

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
A blockchain-based private wealth platform that created China's first robo-advice solution appointed an ASX-listed corporate advisory firm for its initial coin offering (ICO). Bankorus, which now advises more than 200,000 high-net-worth investors representing ...

Queensland advice practice goes international

JAMIE WILLIAMSON  |  TUESDAY, 6 MAR 2018
A Queensland-based financial advice business is expanding its operations to the United Arab Emirates. Atlas Wealth Management, a provider of long-distance specialty advice to Australian expats, has established a new outpost in Abu Dhabi. Appointing ...

Acorns launches its own super product

ALEX BURKE  |  MONDAY, 5 MAR 2018
... Acorns Australia's 400,000 users in March. It will be fully integrated into the existing app, and is intended to be a sub-plan of the DIY Master Plan fund issued by Diversa Trustees. Acorns Grow Australia managing director George Lucas said: "We have ...

FOS submission points finger at advisers

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
Financial advisers account for more than one-third of all serious misconduct issues identified by the Financial Ombudsman Service since early 2012. In a submission to the Royal Commission, FOS attributed 39% of serious misconduct identified in the last ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
OneVue is gaining traction among financial advisers, with its functionality trumping that of Colonial First State's FirstWrap, according to the latest platforms analysis from Investment Trends. Of the 19 full-function platforms studied, OneVue re-entered ...

ASIC hits former Westpac, NAB, YBR adviser with permanent ban

ALEX BURKE  |  MONDAY, 5 MAR 2018
ASIC has permanently banned a financial adviser who worked at some of Australia's leading wealth management groups for unethical conduct. Muneer Mahmood Khan, also known under the alias Ivan Khan, was found to have appropriated $185,000 from an elderly ...

Xero appoints former Microsoft Australia chief

ALEX BURKE  |  MONDAY, 5 MAR 2018
Xero has named its new chief executive, succeeding founder Rod Drury. Steve Vamos will take the reins at Xero on April 1. Vamos is the former chief executive of Microsoft Australia and New Zealand as well as Asia-Pacific managing director at Apple. ...

Crypto assets rewrite estate planning

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
Complex cryptocurrency assets are driving financial advisers to reconsider their clients' digital lives and the impact this has on estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as ...