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Showing 651 - 660 of 1376 results for "Stage 2"

Industry fund replaces asset consultant

JAMIE WILLIAMSON  |  FRIDAY, 20 JUL 2018
An $8.5 billion industry superannuation fund has appointed a new investment consultant. The Australian Catholic Superannuation and Retirement Fund ended its five-year relationship with Willis Towers Watson, appointing Frontier Advisors effective immediately. ...

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
In its largest transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...

Dover exit renews self-licensing calls

ALEX BURKE  |  MONDAY, 25 JUN 2018
The collapse of Dover Financial Advisers has left more than 400 advisers with a narrow 30-day window to sign on with a new licensee, renewing calls for a more straightforward self-licensing regime. It's unclear at this stage where those 400 advisers ...

Cbus aims to reduce costs through internalisation

ALEX BURKE  |  WEDNESDAY, 20 JUN 2018
In a speech at the Master Builders Australia National Leaders Summit in Canberra, Cbus chief investment officer Kristian Fok said his fund aims to manage at least 35% of its assets internally by 2022, thereby reducing costs by about 18 basis points. ...

China A-shares to shake up EM funds

KARREN VERGARA AND DARREN SNYDER  |  WEDNESDAY, 13 JUN 2018
The recent inclusion of 226 China A-shares to several MSCI indexes is opening a floodgate of foreign capital to the Chinese equity market and at the very least disrupting the $2.6 trillion which tracks the MSCI Emerging Markets Index. Phased in over ...

FASEA begins work on adviser exam

JAMIE WILLIAMSON  |  TUESDAY, 12 JUN 2018
The Financial Adviser Standards and Ethics Authority commenced a consultation process of sorts to assist with its design of the industry exam which all new and existing advisers will be required to pass. FASEA is seeking expressions of interest from ...

Investa mulls Blackstone deal, possible insto partnership

JAMIE WILLIAMSON  |  WEDNESDAY, 30 MAY 2018
Investa Wholesale Funds Management has responded to Blackstone's offer to acquire the Investa Office Fund. On Monday, Investa Listed Funds Management - RE for the office fund - announced Blackstone had submitted an all-cash proposal to acquire IOF ...

Chief economist update: "Quitaly"

BENJAMIN ONG  |  WEDNESDAY, 30 MAY 2018
Move over China and North Korea, you too Iran and Israel, a new old crisis has come back to town...and it could be bigger. While the financial market world still haven't seen the end game of US President Donald Trump's protectionist trade policies ...

Industry fund promotes internally to drive growth

HARRISON WORLEY  |  TUESDAY, 29 MAY 2018
An industry super fund with more than $44 billion in funds under management has appointed a group executive of people, technology and enablement. Cbus has promoted current group executive for member experience, Michelle Boucher, into the new role. Cbus ...