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Showing 6471 - 6480 of 18271 results for "Plan"

Global $1.2tn manager buys Australian firm

ALEX BURKE  |  TUESDAY, 3 OCT 2017
An international asset manager with more than $1.2 trillion in assets is boosting its Australian presence with its first major local acquisition. Natixis Global Asset Management purchased 40% of Investors Mutual (IML) for $120 million from Pacific Current ...

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
Leaving an inheritance for children is no longer a priority for retirees although seeking out financial advice to help navigate retirement is of high importance. Latest research from Challenger and National Seniors Australia shows 3% of over-50s intend ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
The total number of registered financial advisers increased by 10% in the 12 months to March 2017, and non-institutionally-aligned dealer groups captured more than 70% of this growth, according to Rainmaker research. While institutionally-aligned licensees ...

Intergenerational business succession failing: Report

KARREN VERGARA  |  FRIDAY, 29 SEP 2017
... a report by PwC Australia found. But of the 38% that want the next generation to take over, 83% do not have a succession plan in place, according to PwC's Once in a Lifetime report. A separate study by UBS and Campden Research recently found family offices ...

Former Financial Wisdom adviser banned

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
A former authorised representative of Financial Wisdom has been permanently banned from providing financial services. Koresh Daniel Houghton was found to have engaged in misleading, deceptive and dishonest conduct and failed to act in his clients' best ...

UK regulator increases support for new starters

JAMIE WILLIAMSON  |  FRIDAY, 29 SEP 2017
As part of its crusade to increase competition in the UK's asset management sector, the Financial Conduct Authority will establish a hub to assist new entrants to the industry. Speaking at an investment conference in Europe, FCA executive director of ...

Trump-flation returns

BENJAMIN ONG  |  FRIDAY, 29 SEP 2017
... reports that: "The Committee for a Responsible Federal Budget, a Washington-based policy group, estimated on Wednesday the plan contained about $5.8 trillion of total tax cuts over a decade and would have a net cost of $2.2 trillion through 2027." That's ...

Regulatory costs unsustainable: FPA

KARREN VERGARA  |  THURSDAY, 28 SEP 2017
The Financial Planning Association of Australia believes increased red tape across the advice industry will not only reduce competition but see consumers bear the brunt of additional compliance costs. In its submission to the Productivity Commission's ...

ASIC adds life insurance to school curriculums

KARREN VERGARA AND JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... education sector to develop resources for primary, secondary and tertiary levels, as highlighted in its 2017-18 Corporate Plan. This includes developing learning modules and webinars aligned to the Australian Professional Standards for Teachers workforce. ...

Security top of mind for investors seeking advice

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... importance. Dimensional co-chief executive and head of global financial services Dave Butler said while returns matter, having a plan and remaining disciplined are just as important for long-term investment success. More than half of the respondents ...