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Showing 6431 - 6440 of 18271 results for "Plan"

UBS wins pensions mandate

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2017
UBS Asset Management was awarded an $18 billion passive management mandate from a pool of UK local government pension schemes. The Local Government Pension Schemes ACCESS (A Collaboration of Central, Eastern and Southern Shires) pool - the combined ...

Jobs galore

BENJAMIN ONG  |  FRIDAY, 20 OCT 2017
It's a wonderful set of numbers that came just in the nick of time for the estimated 900 workers who'll be finishing at Holden's car manufacturing plant in Adelaide today. For as that door closes, another opens. The Australian Bureau of Statistics (ABS) ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
Midwinter entered into a strategic partnership for a business platform specialising in the financial services industry. The partnership will involve integrating Midwinter's flagship digital advice platform, AdviceOS, with PractiFI software. PractiFI ...

Wills should be reviewed, not refuted: EQT

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... Updating a will can often mean this problem is avoided." EQT said the top five things to consider when reviewing an estate plan with a client are changes in circumstances, particularly people in their life and their assets; who their nominated executor ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
A global diversified financial services company will launch a series of managed portfolios on HUB24 in the New Year after inking a white label deal with the platform provider. The recently re-branded platform has agreed to deliver a white label platform ...

Equity research firm expands to Australia

KARREN VERGARA  |  WEDNESDAY, 18 OCT 2017
An equity and performance analytics research firm has opened a Melbourne office, and plans to increase its footprint across the Asia Pacific. Style Research provides factor-based equity analytics and portfolio communication tools globally for 300 investment ...

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Elders Financial Planning is continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF. Following the news that IOOF will acquire ANZ Wealth's aligned advice dealer groups ...

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... boosted as if it was on steroids," Babbel said. The strategy is particularly effective if used as part of a layered retirement plan, with income derived from a blend of account-based pensions and annuities, supplemented by the Age Pension. "Investing ...

Class chief flags AMP departure

ALEX BURKE  |  TUESDAY, 17 OCT 2017
At the group's annual general meeting, Class chief executive Kevin Bungard flagged AMP's plans to migrate off the Class Super platform. While no timeframe has been specified, Bungard said this was because of AMP's SuperConcepts business, which functions ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
ANZ will divest OnePath's pension and investments and four aligned dealer groups to IOOF Holdings for $975 million; and it announced several senior internal appointments in retaining its life insurance business. IOOF has agreed to take over ANZ Wealth ...