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Showing 6271 - 6280 of 18271 results for "Plan"

ANZ Wealth tests AI-driven underwriting

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
ANZ Wealth is exploring artificial intelligence opportunities to improve its underwriting processes. The collaboration with the Advanced Analytics Institute at the University of Technology Sydney (UTS AAi) will use machine learning and big data to develop ...

ASIC bans ex-CBA adviser for five years

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
ASIC banned a former Commonwealth Financial Planning adviser from providing financial services for five years. ASIC found Kimberley Holgate advised clients to rollover their existing superannuation account to a new product issued by CBA's subsidiary ...

Lendlease and Canadian pension fund enter $2.6bn investment

DARREN SNYDER  |  WEDNESDAY, 17 JAN 2018
... committing to a $2.6 billion build-to-rent investment partnership in the UK. Lendlease's partnership with the Canada Pension Plan Investment Board (CPPIB) begins with the Australian firm investing $173 million in its $4 billion Elephant Park development ...

Mercer increases Japanese footprint via acquisition

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JAN 2018
... Asset Management, an independently-owned firm focused on providing alternative investment strategies to Japanese pension plan sponsors. In a statement Mercer said the acquisition enhances its abilities to address the growing alternative investment needs ...

Soaring education costs require financial plan: Research

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
... more than $547,414 on their child's education, $72,072 higher than parents from other parts of Australia. Sydney parents who plan to enrol their children in a private school for 13 years incur $61,632 in additional non-tuition costs versus $51,517 in ...

ASIC cancels AFSL, accepts EU

DARREN SNYDER  |  TUESDAY, 16 JAN 2018
ASIC has accepted an enforceable undertaking from a Queensland financial planning business and cancelled its AFSL. The EU also means Breakaway Finance Group's sole director Mark Roberts will remove himself from the industry for at least two years. Following ...

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
ClearView is rolling out a series of enhancements to its life insurance platform with the aim of increasing efficiencies in advice practices. The company's Adviser Quote Underwritinmg and Apply (AQUA) platform now includes integrated electronic quote ...

School holidays require prudent financial planning: Survey

KARREN VERGARA  |  MONDAY, 15 JAN 2018
Parents forked out $1.1 billion over the summer school holidays, leaving many without a budget financially stressed, a new survey shows. Research from the Commonwealth Bank found children tend to ask parents for money eight times more compared to regular ...

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
Recognising the barriers to gender equality in the financial advice industry and taking steps to widen the entry door for women is vital to the positive progression of female advisers and traditional business models. State Street Global Advisors' SPDR ...

The darling buds of inflation

BENJAMIN ONG  |  MONDAY, 15 JAN 2018
... 13,500 employees a bonus and raise the minimum wage of its workforce to $15 an hour after the passage of the Republican tax plan that will cut the bank's corporate tax rate. AT&T said earlier Wednesday that it would pay more than 200,000 U.S. employees ...