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Showing 6911 - 6920 of 18271 results for "Plan"

Robo-advice needs monitoring: IOSCO

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
ASIC and other international regulators are coming to grips with the difficulties of monitoring robo-advice solutions and tools. The latest International Organisation of Securities Commission (IOSCO) report on its Automated Advice Tools Survey finds ...

Top 10 investment stories in 2016

STAFF WRITER  |  THURSDAY, 22 DEC 2016
1. AustralianSuper merges investment options In January AustralianSuper closed three investment options and replaced them with two as part of a streamlining process aiming to keep costs low and refocus the fund's investment efforts. The industry super ...

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Netwealth is entering another private label partnership with a self-licensed planning firm. Securinvest, a boutique financial planning group based in Victoria, will deliver a private label version of Netwealth's managed accounts offering to clients. ...

Elders and AFA partner on education

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Two financial advisers received scholarships from Elders Financial Planning as part of its ongoing commitment to further education. Andrew Furlanetto of Victoria and Les Hayward of Western Australia were awarded the grants, designed to up-skill advisers ...

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
More than a year on from its founding residence at fintech hub Stone & Chalk, thematic trading platform Macrovue accomplished several milestones in 2016. Earlier this month Macrovue teamed with fellow Stone & Chalk resident and model portfolio management ...

ICG acquires major WA wind farm

ALEX BURKE  |  WEDNESDAY, 21 DEC 2016
Infrastructure Capital Group completed a full acquisition of one of Western Australia's largest wind farms. The acquisition of the 55-megawatt, 22-turbine Mumbida Wind Farm brings ICG's Energy Infrastructure Trust to $1.2 billion in assets, representing ...

IOOF shifts senior staff to lead Bridges

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Bridges Financial Services will welcome two recruits in the New Year, both taking on newly-created roles. Joining the Bridges leadership team in the role of head of business support is Kate Anderson, currently head of technical services at IOOF. Anderson ...

Top 10 superannuation stories in 2016

STAFF WRITER  |  WEDNESDAY, 21 DEC 2016
1. QSuper public offer move reshapes competitive landscape The decision to make Queensland government superannuation funds QSuper and LGIAsuper public offer could have far-reaching ramifications for Australia's superannuation sector. When QSuper especially ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
1. No bachelor's degree for existing advisers In April the Federal Government announced existing advisers will not be required to complete a bachelor's degree and will be given a longer time frame to meet new education standards. Government Minister ...

Super headaches from ATO system crash

DARREN SNYDER  |  TUESDAY, 20 DEC 2016
The Australian Taxation Office is working through its worst system outage in recent history, potentially delaying Australians from consolidating or transferring their superannuation before Christmas. The outage began on Monday 12 December, and as of ...