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Showing 6291 - 6300 of 18271 results for "Plan"

Former Perpetual manager moves to advice firm

EMMA RAPAPORT  |  WEDNESDAY, 10 JAN 2018
A former Perpetual national practice development manager has accepted a position at a regional financial advice firm. Lisa Gamble recently joined Newcastle-based Infinity Wealth and Financial Services as the firm's business manager, with oversight for ...

US advisers shifting to international equities

KARREN VERGARA  |  WEDNESDAY, 10 JAN 2018
... in the recent trend of asset flows from active to passive," he said. By the same token, almost a third (30.4%) of advisers plan to increase allocations to traditional index funds. Actively managed US domiciled equities however, remain attractive with ...

Super fund ESG specialist joins PRI committee

DARREN SNYDER  |  TUESDAY, 9 JAN 2018
... organisations that are stepping down from their roles. The PRI thanked Jesus Arguelles and Sarah Takaki of Ontario Teachers' Pension Plan (co-chairs of the committee in 2017), Matthieu Baret of Idinvest Partners, and John Beil of University of California ...

Industry funds reign supreme: Research

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Industry superannuation funds are set to continue their dominance of the sector, with not-for-profit funds already accounting for about two-thirds of Australia's total superannuation assets. Insights from Rainmaker Information show retail super funds ...

Eaton Vance subsidiary appoints COO

ALEX BURKE  |  TUESDAY, 9 JAN 2018
... who will make significant contributions to Calvert's innovative research processes, intellectual capital and our strategic plan for sustained, long-term growth of Calvert's business." Last year, Calvert announced it would be assisting in underwriting ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Australian same-sex couples can legally marry from today and financial advisers are being reminded of the estate planning challenges this historic occasion may trigger for clients. While the ability to legally wed brings considerable benefits as a result ...

Former Centra Wealth adviser banned

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
A South Australian financial adviser was permanently banned after he was found to be receiving fees for service into his personal bank account. ASIC has banned David Mario Alafaci on the basis that he is not of good fame or character. An authorised ...

DomaCom enters retail super market with new partnership

ALEX BURKE  |  MONDAY, 8 JAN 2018
Fractional property investment manager DomaCom made a successful play for the retail superannuation sector last week after its fund was approved for inclusion by an Australian super trustee. The DomaCom Fund will now be available as an investment option ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
More than 3000 Cbus members have been paired with a Certified Financial Planner under an advice program run in conjunction with the Financial Planning Association. The industry superannuation fund is further encouraging its members to embrace financial ...

Powerwrap, OneVue vets join MGP

JAMIE WILLIAMSON  |  MONDAY, 1 JAN 2018
... acquiring Linear the transition of staff and operations has progressed smoothly. "The first thirty days has pleasingly tracked to plan. The expected synergies to date have been realised, key clients have been engaged and action plans put in place for ...