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Showing 6601 - 6610 of 18271 results for "Plan"

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... in "advanced discussions" with multiple member firms regarding buyback terms and the rollout of the group's direct equity plan. It is also conducting due diligence regarding prospective acquisitions of advice and accounting firms. "Future acquisitions ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... Recep Peker explained. "Planners envision the next generation of platforms to be feature rich, providing them support with plan production, modelling tools and interactive client review tools." As a result the most widely used platforms, CFS FirstChoice ...

IRESS and MainstreamBPO in super admin deal

KARREN VERGARA  |  THURSDAY, 13 JUL 2017
Fund administrator MainstreamBPO announced it will acquire a portion of IRESS' superannuation administration business. IRESS has agreed to divest its superannuation administration business for customer-owned banks and deploy 14 super fund clients to ...

Bravura inks deal with $4.7bn insurer

ALEX BURKE  |  THURSDAY, 13 JUL 2017
Bravura Solutions' global expansion plans have been given an upgrade with a mandate from one of the UK's largest mutual life insurers. The Scottish Friendly Assurance Society (Scottish Friendly), established in 1862 and with about $4.7 billion in assets ...

Industry fund expands executive team

EMMA RAPAPORT  |  WEDNESDAY, 12 JUL 2017
An industry super fund is focusing on growth and member experience with the appointment of two new executives to its senior leadership team. Former general manager of RACV Insurance, Paul Northey, will join CareSuper as executive manager - relationships ...

Countplus launches scholarship

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2017
ASX-listed financial planning dealer group Countplus launched an annual scholarship program for its senior leaders. Recipients of the Barry Lambert Harvard Business School Scholarship will undertake the 'Leading professional service firms' executive ...

Business conditions return to pre-GFC levels

BENJAMIN ONG  |  WEDNESDAY, 12 JUL 2017
"We continue to be pleasantly surprised by just how upbeat the business sector is, given the context of a fairly beleaguered household sector that has been weighed down by limited wages growth and record levels of debt." These are the printed words ...

Aussie agriculture reaches new highs

EMMA RAPAPORT  |  TUESDAY, 11 JUL 2017
Agriculture Census data from the Australian Bureau of Statistics highlights opportunities for institutional investors as the total value of Australia's agriculture production continues to rise. During 2015-16, the gross value of Australian agriculture ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
Financial services technology provider Midwinter appointed a head of cyber security to assist in launching its new service providing cyber health checks to financial advisers and accountants. Joining from Commonwealth Bank, Edward Li will be responsible ...

MetLife restructures US and UK operations

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
Global life insurer MetLife will cease to write individual insurance policies in the United States, having established a new firm to house its domestic retail life and annuity insurance divisions. MetLife received final regulatory approval from the ...