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Showing 6311 - 6320 of 18271 results for "Plan"

US investment giant buys La Trobe Financial

JAMIE WILLIAMSON  |  MONDAY, 18 DEC 2017
... opportunities at this important time in the cycle, means we look forward to a strong and productive partnership." O'Neill said they plan to tap into Blackstone's platform to expand their investment and lending programs globally. Currently La Trobe has ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast ...

What do you want to see in Financial Standard?

STAFF WRITER  |  THURSDAY, 14 DEC 2017
Next year, Financial Standard plans to improve its news coverage based on the outcome of an annual readership survey released this morning: Readership Survey. While the survey is open until January 19 next year, here are some of the initial findings ...

Listed advice firm loses major shareholder

ALEX BURKE  |  THURSDAY, 14 DEC 2017
A listed financial planning and broking firm with over $40 billion in funds under advice told the ASX that a major shareholder and global financial services group has sold down its stake in the company. UBS owned 15.8% of Bell Financial Group; Bell ...

Government expert panel hands down proposed education standards for existing advisers

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2017
... with that requirement and we recognise the importance of providing early guidance to existing advisers, to assist them to plan for their education and compliance goals over the next six years." A consultation framework is expected to be released early ...

Three is the magic number

BENJAMIN ONG  |  THURSDAY, 14 DEC 2017
... projection). The Fed maintained its core PCE price index at 1.9% next year and 2.0% in 2019. There was no mention of Trump's tax plan in the FOMC statement but in the transcript of her press conference, Yellen said that, "While changes in tax policy ...

APRA unveils proposed RSE reform package

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2017
APRA has announced a raft of proposed changes that will ensure registrable superannuation entities are ultimately delivering the best outcomes for members. The regulator said it is ramping up its scrutiny of the performance and efficiency of RSE's business ...

Boutique wealth manager hires banking executive

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
A Bank of Melbourne executive has joined a boutique wealth manager to oversee its Victorian business. Koda Capital will welcome Jonathan Ayers as managing partner of Victoria, commencing in the role in 2018. Ayers joined Bank of Melbourne in 2011, leading ...

Elders enables greater access to advice in central NSW

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
Two financial planners in New South Wales' central west are joining forces to launch a new financial advice business. Claire Russell, formerly of Ausure, will partner with Siebury adviser Geoff Siegert to launch Central West Financial Planning in Bathurst ...

ANZ sells life insurance business for $2.85 billion

ALEX BURKE  |  TUESDAY, 12 DEC 2017
ANZ has sold its life insurance business for $2.85 billion in a move that will make the purchaser Australia's largest retail life insurer. Completing what the bank described as a "simplification" of its wealth division, ANZ sold the business to Zurich. ...