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Showing 6771 - 6780 of 18271 results for "Plan"

ESG risk tool launches

KARREN VERGARA  |  MONDAY, 10 APR 2017
MSCI has launched a new interactive tool that assesses environmental, social and governance metrics for 8500 companies globally. The MSCI ESG Metrics helps investors measure a portfolio's ESG risk, particularly where a lack of data can be a significant ...

Advice rated excellent: MLC survey

KARREN VERGARA  |  MONDAY, 10 APR 2017
Not enough Australians are seeking financial advice, but the minority that do (30%) rate it highly, the latest MLC Wealth Sentiment Survey shows. An overwhelming amount (82%) of the participants in the quarterly survey who used a financial planner rated ...

AZ NGA firm procures consultant

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
AZ Next Generation Advisory subsidiary Wise Planners acquired the corporate superannuation consulting business of a North Sydney-based financial advisory firm. The purchase of Northbridge Financial Consulting from Northbridge Financial Solutions brings ...

Employers urged to fund workers' financial advice

KARREN VERGARA  |  FRIDAY, 7 APR 2017
... reported low levels of confidence in their health insurance (33%), life and accident insurance (30%) and retirement savings plan (26%). Only 52% of employers offer life insurance benefits and 48% offer disability insurance, while certain sectors and ...

Philanthropy report offers valuable insights for NFPs: Perpetual

EMMA RAPAPORT  |  FRIDAY, 7 APR 2017
Collective and collaborative giving is on the rise in Australia, with more than a third of philanthropists suggesting they give as a group as well as individually. The latest giving patterns of high-net-worth (HNW) and institutional givers was released ...

MLC Super welcomes new chief executive

EMMA RAPAPORT  |  FRIDAY, 7 APR 2017
... and their retirement," Thorburn said. Lawrance said he was optimistic about the future of MLC Super in helping Australians plan for retirement. "We know that too many Australians don't understand their super and don't feel confident that they can reach ...

Savills IM expands with $90m acquisition

ALEX BURKE  |  THURSDAY, 6 APR 2017
Savills Investment Management broadened its reach with its first acquisition of Australian property assets for the Savills IM Asia Pacific Fund. The assets, Quest East Perth and The Station Oxley in Brisbane, were purchased for about $90 million in ...

New alliance to encourage female planners

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2017
Supporting the growth of women in financial planning, the Financial Planning Association of Australia will work with Financial Executive Women to advance the progression of women in the industry. Announcing the alliance at the 4th annual Financial Executive ...

SSGA expands active managed funds business

MICHELLE BALTAZAR, JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
More than four years and $500 million in assets later, the active managed funds business of State Street Global Advisors Australia is gearing up for the next chapter of its growth. The world of active equities is tough business. There are many competitors ...

Mobile education drives advice professionalism

JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
Financial advisers looking to increase their level of education in the face of the professional standards legislation can now do so through a joint venture between knowITdigital and vocational education provider Monarch Institute. Users of knowITdigital's ...