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Showing 6711 - 6720 of 18271 results for "Plan"

Henry Morgan creates new global LIC

ALEX BURKE  |  FRIDAY, 12 MAY 2017
Henry Morgan's investment manager, John Bridgeman, will launch a new global equities listed investment company following the successful oversubscription of another LIC last month. The new LIC, William Kidd Ltd, will be based on a global equities fund ...

No 'Plan B' for Brexit "twist and turns"

BENJAMIN ONG  |  FRIDAY, 12 MAY 2017
... to the United Kingdom's new relationship with the European Union is smooth". It better be for the BOE has reportedly no "Plan B" for Brexit. Perhaps Gov Carney hasn't heard of Mr. Murphy's law.

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
... NGA as the team is led by highly experienced financial planners in Anthony Menico and Jo Tuck, and has an exciting growth plan which we will be able to assist with. We have been working together on this deal for over two years and we are delighted to ...

Government bond issuance to fall 20pct

ALEX DUNNIN  |  WEDNESDAY, 10 MAY 2017
Australia's slowly improving Budget position should enable the Australian Office of Financial Management (AOFM) to reduce its annual borrowings next financial year by about 20%. According to a statement released by the AOFM today, with two months left ...

Advice associations respond to Federal Budget

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
... may place additional cost pressures on consumers. "As a result of tonight's announcement, the FPA encourages planners to plan client reviews carefully, giving priority to those affected immediately or very soon, versus those where the potential impact ...

New data feeds will save advisers time: ANZ

EMMA RAPAPORT  |  WEDNESDAY, 10 MAY 2017
ANZ Wealth is hoping to increase adviser efficiency with the introduction of data feeds from integrated financial planning software IRESS XPLAN to ANZ's OneCare quoting software. The new data feeds will pre-populate OneCare's Illustrator software with ...

Tax breaks delivered to first home buyers

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
First home buyers will be given greater opportunities to own their own home under a new savings plan in the 2017 Federal Budget. From 1 July 2017, first home buyers will be allowed to make voluntary contributions of up to $15,000 per year and $30,000 ...

Downsizing measures present advice opportunities

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial planners will have an easier time preparing for and sustaining clients throughout retirement thanks to new measures for retirees wishing to downsize the family home. It also presents a number of advice opportunities. The Federal Budget proposes ...

SMSFs hit hard by super reform

KARREN VERGARA  |  TUESDAY, 9 MAY 2017
... members, the super reforms legislated in 2016 could throw a hefty spanner into their contributions strategy and overall wealth plan," the firm said. The report rejects the government figure that less than 1% of super account holders have a total balance ...

ESG holds key to adviser client retention

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial advisers that aren't doing more to incorporate ESG concerns into investment portfolios may be left in the dust by millennials. With the new generation of advice clients driving the ESG conversation, Eaton Vance head of Australia Duncan Hodnett ...