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Showing 6761 - 6770 of 18271 results for "Plan"

Stone and Chalk lends voice to start-ups by women

MICHELLE BALTAZAR  |  THURSDAY, 13 APR 2017
... Sydney-based hub has raised more than $100 million and launched 21 start-ups. Following the success of the Tuesday event, they plan to host similar events on a regular basis starting this year.

Wealth management firm expands

EMMA RAPAPORT  |  THURSDAY, 13 APR 2017
Wealth management firm Morgans Financial is expanding its presence in Queensland region of Stanthorpe. The firm, which has more than 60 offices nationwide, will service clients in the local government area of almost 36,000. Morgans Financial director ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
Fintechs are deploying the next generation of financial planning applications and disrupting the traditional advice model, a new study has found. In response to advisers' demand for increased process efficiency and compliance automation, the latest ...

Bennelong fund founder resigns

JAMIE WILLIAMSON  |  WEDNESDAY, 12 APR 2017
The founder of Bennelong's Long Short Equity and Market Neutral funds has retired after 15 years with the firm. Richard Fish will step down as of 1 July 2017, though remain as a director of Bennelong Long Short Equity Management, substantial investor ...

ASIC cancels responsible entity AFSL

EMMA RAPAPORT  |  WEDNESDAY, 12 APR 2017
... external dispute resolution scheme approved by ASIC; lodge its financial reports within the required timeframe; lodge compliance plan audits for the managed investment scheme it operates within the required timeframe; and notify ASIC of significant breaches ...

Accountants expand robo-advice reach

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
Robo-advice is now more accessible for accountants via a new program introduced by digital investment adviser and fund manager Stockspot. Having been beta tested throughout 2016, Stockspot has launched its Partner Program to accountants, providing them ...

BlackRock's Fink commends Aussie infrastructure

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
BlackRock chairman and chief executive Larry Fink has praised Australia's use of private capital in funding infrastructure, and said the US needs to catch up. In his annual letter to shareholders, Fink said the United States trails behind countries ...

LGS reinstates responsible investing restrictions

EMMA RAPAPORT  |  TUESDAY, 11 APR 2017
Industry superannuation fund Local Government Super is strengthening its commitment to responsible and sustainable investing by reinstating its investment restriction on nuclear energy and uranium industries. LGS removed investment restrictions on certain ...

Forager senior analyst to exit

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
Forager Funds Management is seeking an investment analyst to assist in the management of its Australian Shares Fund, following the resignation of a senior analyst. According to an ASX announcement, senior equities analyst Daniel Mueller tendered his ...

Vanguard appoints three distribution heads

ALEX BURKE  |  MONDAY, 10 APR 2017
Vanguard internally appointed three new heads of its distribution team. Matt Willis has become head of institutional, having previously been national sales manager - adviser, regional sales manager - northern, and business development manager. Rebecca ...