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Showing 6551 - 6560 of 18271 results for "Plan"

Infocus subsidiary adds to multi-manager suite

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
A subsidiary of Infocus Wealth Management expanded its multi-manager suite through an investment in an ESG-aligned Australian equities fund. Alpha Fund Managers, which also recently partnered with Investors Mutual and Folkestone, invested in Australian ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
Financial adviser roles as we know them will cease to exist in coming years as the push towards financial lifestyle coaching rises. A recent adviser 'think tank' hosted by Zurich - comprising four advisers, BT Financial Group head of licensee development ...

Advice at any age will enhance retirement: Sunsuper

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
More than half of Australian adults say they want to spend retirement travelling, yet two thirds don't have a plan for how they will live in retirement, according to Sunsuper. More than 70% believe they will rely on the Age Pension, while 40% don't ...

Former AMP adviser banned for $2.5m fraud

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
A former AMP adviser was permanently banned by ASIC for misappropriating almost $2.5 million of client funds. Over the course of nine years, Hobart-based Daniel Joseph Noonan stole $2,495,117 from 14 clients while operating as an authorised representative ...

Advice key to living the dream

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
Those that feel more fulfilled in life are more likely to have an ongoing relationship with a financial planner, according to new insights from the Financial Planning Association of Australia. New research released by the FPA shows that almost a quarter ...

US$4.1 billion infrastructure debt fundraising secured

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
AMP Capital has reached final close on its Infrastructure Debt Fund III, completing one of the largest fundraisings in the world for an infrastructure debt strategy. The investment manager raised US$2.5 billion for the Debt Fund III (IDF III), an additional ...

Fiducian flags advice acquisitions in report

ALEX BURKE  |  FRIDAY, 18 AUG 2017
As part of its growth strategy, Fiducian highlighted the likely acquisitions of multiple advice businesses over the next 12 months in its annual report. In the 2017 financial year, Fiducian acquired a further $97 million in funds under advice, bringing ...

MyState advice arm grows

JAMIE WILLIAMSON  |  FRIDAY, 18 AUG 2017
The performance of its wealth management division proved to be one of the highlights for MyState last financial year. The Tasmanian financial group's wealth management arm increased its funds under management at the fastest rate in many years, up 8% ...

New ethical advice certification will drive consumer trust

JAMIE WILLIAMSON AND DARREN SNYDER  |  FRIDAY, 18 AUG 2017
A new certification for the provision of value-based, ethical financial advice is now available to individual advisers delivering advice free from conflict or incentive. Launched by Certainty Advice Group, the certification is applicable to advisers ...

Housing affordability depresses confidence: Westpac

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
Aspiring first home buyers remain fearful of their financial futures with new research showing the housing affordability crisis is impacting financial confidence. The survey, commissioned by Westpac, found the majority of first home buyers are not feeling ...