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Showing 6231 - 6240 of 18271 results for "Plan"

Modern business demands driving adviser education uptake

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
Financial advisers enrolling in higher education are focused on increasing productivity and boosting the operational efficiency of their practices, according to Mentor Education. The education provider believes increased enrolments in its courses demonstrate ...

Advisers decline further education: Spot poll

KARREN VERGARA  |  MONDAY, 5 FEB 2018
A large cohort of advisers without the necessary educational qualifications will not undertake further study to meet the professionalism deadline, Financial Standard's weekly survey reveals. Two-in-five or 39% of advisers don't intend to undertake tertiary ...

Thomson Reuters sells analytics business to institutional investors

DARREN SNYDER  |  FRIDAY, 2 FEB 2018
... Thomson Reuters' Financial and Risk business. Private equity funds managed by Blackstone, together with the Canada Pension Plan Investment Board (CPPIB) and GIC, have purchased a 55% of the equity in a new corporation to hold the financial and risk business. ...

Venture capital firm plants $1.8m seed for Honee

DARREN SNYDER  |  FRIDAY, 2 FEB 2018
One of Australia's largest venture capital firms recently placed significant seed funding in an AI-driven beauty platform showing ambition and drive to expand internationally. Blackbird Ventures, alongside Melbourne and Sydney angel investors, led the ...

Financial services pay top dollar for compliance, IT skills

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
In the wake of recent financial services and bank scandals, job opportunities in risk management and compliance within the sector are forecast to boom in 2018, Robert Walters' latest salary survey shows. With large-scale remediation projects in banking ...

Natixis IM appoints insto sales director

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
Natixis Investment Managers has made an addition to its institutional sales team. Chris Spinos has been appointed as director of institutional sales, responsible for marketing and selling Natixis' range of affiliate strategies. Based in Sydney, Spinos ...

Older Aussies failing to account for longevity risk

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
... options; superannuation insurance and compulsory saving at retirement. Report author John McCallum said even if people want to plan, there is limited availability of financial products that can assist individuals to efficiently manage the risk of outliving ...

TAL strengthens group life business development team

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
TAL has promoted a member of its group insurance team to a business development leadership role. Lisa Larkin is now national manager of strategic business development, responsible for overseeing all new business activity for the group insurance team. ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
More than 40 financial advisers joined IOOF in the 12 months to 31 December 2017, adding $1.6 billion in funds under advice. In an update provided to the ASX outlining the group's funds under management, administration, advice and supervision, IOOF ...

Former Fidelity consultant joins Legg Mason

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
Legg Mason has appointed a new national business development manager. Scott Bradley joins Legg Mason from Fidelity Investments in the US, where he spent seven years in multiple roles including financial consultant, investment consultant, financial sales ...