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Showing 6461 - 6470 of 18271 results for "Plan"

Interim chief executive leaves listed advice firm

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
The acting chief executive of a listed financial services group will depart at the end of the year. In a statement to the ASX, Spring Financial Group announced that it has accepted the resignation of its chief operating officer and head of advice Frank ...

Family-owned companies beating equity markets across all regions

ALEX BURKE  |  THURSDAY, 5 OCT 2017
Credit Suisse research reveals that cumulatively, family-owned companies have beaten the MSCI AC World Index by 55% over the past decade. Credit Suisse defines family-owned businesses as those where founders or descendants of founders have at least ...

Whitehelm acquires Netherlands asset for pension funds

DARREN SNYDER  |  THURSDAY, 5 OCT 2017
Infrastructure investment manager Whitehelm Capital recently acquired a petroleum tank storage terminal in the Netherlands on behalf of several pension funds. Whitehelm agreed to acquire 90% of the shares in Vopak Terminal Eemshaven - a joint venture ...

Former Centrepoint executive joins Praemium

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
Praemium appointed a former Centrepoint Alliance executive to lead its product and marketing division. Mat Walker will join the investment administration and financial planning technology platform as the new head of product and marketing in November. ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
The Financial Planning Association of Australia (FPA) is today helping celebrate World Financial Planning Day by raising awareness about the importance of investor education and protection. FPA chief executive Dante De Gori said the initiative will ...

Digital assets overlooked in estate planning

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
Research from two Australian universities found that overlooking digital assets in estate planning could have dire implications for business owners. Most Australians (71%) are unaware of what would happen to their digital assets when they pass away ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
Financial planning business owners must consider succession planning as another element of their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that ...

QIC boosts US presence with acquisition

DARREN SNYDER  |  TUESDAY, 3 OCT 2017
QIC is expanding its global real estate operation in the US through the purchase of 10 regional shopping malls on behalf of one of the investment giant's clients. QIC acquired additional interests in its joint venture partner Forest City Enterprises ...

Prime accounts called into question by auditor

ALEX BURKE  |  TUESDAY, 3 OCT 2017
... insufficient audit evidence. William Buck said the basis for its disclaimer of opinion were questions about Prime's employee share plan (ESP), which Prime proposed to modify at an extraordinary general meeting in July. The proposed modifications included ...

Merger leads to fee cuts at Equip Super

ALEX BURKE  |  TUESDAY, 3 OCT 2017
Equip said its merger in July this year has enabled the $14 billion super fund to cut administration fees and drop buy-sell spreads on investment transactions. The merger with the Rio Tinto Staff Superannuation Fund, Equip continued, has provided sufficient ...