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Showing 6181 - 6190 of 18268 results for "Plan"

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 ...

Private equity firm sells Bravura stake

ALEX BURKE  |  FRIDAY, 2 MAR 2018
... supports a large network of Australia's funeral directors through the provision of funds management for pre-paid funeral plan products and funeral bonds. Foresters recently embarked on a new phase of innovation and growth, and will use Garradin to enhance ...

Equipsuper appoints head of risk

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
Equipsuper made an internal promotion to appoint a head of risk and combine the fund's legal and compliance functions. Tahlia Parrish will take on the role Paul Synhur vacated to become head of member advisory in February. Parrish joined the $14 billion ...

Super funds embrace crowdsourced cybersecurity

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
Two of Australia's biggest industry superannuation funds have backed a San Francisco-based crowdsourced cybersecurity startup, taking part in a $33 million capital raise. Hostplus and First State Super have invested in Bugcrowd, a security platform ...

Former Millennium 3 adviser banned

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
A former Millennium 3 and Lonsdale Financial Group financial adviser was banned for seven years for personally using client funds. Glenn William Connor was banned by ASIC after it found that he had used clients' assets as security for a margin loan ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
Philanthropy is becoming part of the conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna ...

Former FPA chief steps down from board

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
The former chief executive of the Financial Planning Association of Australia has farewelled the industry body, stepping down from the board to make way for a new director. Completing his term as a board director yesterday, Mark Rantall was FPA chief ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
Sequoia Financial Group's advice business delivered strong revenue in the six months to December thanks to two acquisitions and a restructure of its operations. Sequoia Wealth Group saw revenue jump 39% to $3.9 million, while adviser numbers rose 15% ...

IMA provider signs white label deal

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
A leading provider of individually managed accounts is creating a bespoke solution for a Perth financial planning business. Lawrence Wealth has inked a deal with Implemented Portfolios to white label its individually managed account offering - the second ...