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Showing 6641 - 6650 of 18271 results for "Plan"

Investors to benefit from $4tn US infrastructure bill

ALEX BURKE  |  WEDNESDAY, 21 JUN 2017
... diversifying the portfolios of non-US investors," Todd said. The report explained that while Trump has "repeatedly touted his plan to rebuild the nation's neglected infrastructure," these proposals can only supplement the role played by municipal bonds. ...

BlackRock snares share of robo-adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
The world's largest fund manager is now a minority shareholder in a German-British robo-adviser as a means of further addressing the needs of clients and end-customers. Now holding a significant minority holding in online asset management company Scalable ...

AFA executive joins standards board

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
A senior leader of the Association of Financial Advisers has been named vice chairman of an international standards board. AFA general manager, member services, partnerships and campus, Nick Hakes has been appointed to the Asia Pacific Financial Services ...

Location, location, location: the key to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... The $7.6 billion fund should use a different retirement income target than the Public Sector Superannuation accumulation plan (PSSap), which has a significant proportion of Canberra-based members," the report reads. The findings shouldn't be seen as ...

Advisers must seek alternative estate planning options: Austock

EMMA RAPAPORT  |  WEDNESDAY, 21 JUN 2017
Smart estate planning must include alternatives to the will, says Austock Group. In a note to financial advisers, the registered pooled development fund recommends considering an investment bond. The bond provides for an arrangement that is not only ...

Sequoia announces acquisition

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
ASX-listed Sequoia Financial Group announced it will acquire Melbourne-based financial planning and accounting services firm InterPrac. Interprac "will add immediate scale, in particular to the SMSF Administration, Wealth Advisory and Investment Solutions ...

Advisers boost ethical investments

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
A niche group of financial advisers have collectively boosted their ethically screened investments to $1.2 billion over the past year. Ethical Advisers' Co-operative (EAC) chair Terry Pinnell said the jump in funds under advice represents a 10% increase ...

Wealth firm lists on ASX with $7.3m IPO

ALEX BURKE  |  TUESDAY, 20 JUN 2017
A wealth management and chartered accountancy firm is about to list on the ASX following an initial public offering of 7.3 million shares at $1 per share. Kelly+Partners (ASX: KPG) was established in 2006, currently operates 12 offices in Sydney and ...

FSU calls out NAB for lack of standards

JAMIE WILLIAMSON  |  TUESDAY, 20 JUN 2017
Any compliance breaches made by NAB Financial Planning around the incorrect witnessing of Beneficiary Nomination forms prior to 31 May 2017 should not be included in the new conduct background check protocol. That is the view of the Finance Sector Union ...

Leadership restructure for Grant Samuel

JAMIE WILLIAMSON  |  TUESDAY, 20 JUN 2017
... Charles Levinge will report directly to McIntyre. McKinnon said the restructure is part of the business' long-term strategic plan, ensuring its continued growth and success. "As executive chair I remain committed to the business in a day-to-day capacity. ...