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Showing 6221 - 6230 of 18271 results for "Plan"

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
The concept of financial wellness is beginning to drown traditional advice models and a new platform is looking to help save advice practices in need of futureproofing. Your Financial Wellness is an online client engagement platform designed to bridge ...

AMP considers "all alternatives" in life insurance portfolio review

ALEX BURKE  |  THURSDAY, 8 FEB 2018
Following on from its comprehensive reinsurance program for its wealth protection business in 2017, AMP said it is considering "all alternatives" for its life insurance portfolio and is in discussions with "a number of interested parties." The wealth ...

Industry fund appoints Whitehelm as investment consultant

DARREN SNYDER  |  THURSDAY, 8 FEB 2018
Whitehelm Capital's advisory arm is the new investment consultant for a $900 million industry superannuation fund which dedicates itself to education and related sectors. Combined Super appointed Whitehelm Advisers as its new investment consultant in ...

Boutique fund manager adds to distribution team

KARREN VERGARA  |  THURSDAY, 8 FEB 2018
A boutique asset manager is expanding its distribution team after its flagship fund hit the $100 million milestone. Melbourne-based PAN-Tribal Asset Management has hired experienced sales professional Nick Baring to its key accounts team. Baring will ...

JBWere team joins Koda Capital

ALEX BURKE  |  THURSDAY, 8 FEB 2018
A JBWere executive director and two advisers from the same firm will take up new roles as partners at Koda Capital. Former JBWere executive director Frank Macindoe joins Koda's Sydney office. He was previously a partner at Blake Dawson for about 20 ...

Investec unveils succession plan

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
... the 1980s" and said it looks forward to their continued contribution as non-executive directors. As part of the succession plan the firm first flagged in November 2015, Fani Titi and Hendrik du Toit will become joint chief executives effective 1 October ...

SMSFs and instos driving crypto exchange growth

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2018
... Stefanidi described the exchange as robust and scalable, built to meet the demands of institutions. "It's always been the plan to focus more on that side of the business and it's exciting for me to join as this is coming about," he said. Independent ...

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
... fewer than one-in-three (30%) advisers provide aged care to service existing clients. However an overwhelming number (80%) plan to fill the gap by factoring in aged care advice into their practice. Aged Care Steps director Assyat David said advisers ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
Financial planners are significantly preferred over super funds as a source of retirement advice for Australians with account balances over $100,000, according to Investment Trends research. Overall, the research found that Australians are most inclined ...

Australia's super assets fastest growing: WTW

KARREN VERGARA  |  TUESDAY, 6 FEB 2018
... changes in the available investment universe; new investment methods; and how to measure progress and success of a pension plan. There is also the developing issue of true integration of ESG, stewardship and sustainability within overarching investment ...