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Showing 6941 - 6950 of 18271 results for "Plan"

Individual risk sales flat for three years

ALEX BURKE  |  FRIDAY, 9 DEC 2016
... the three years to 30 June 2016, research reveals. The Health and Wellness Report, published by Strategic Insight (formerly Plan for Life), highlights that while individual risk sales have barely grown, and in-force business has only grown at a sluggish ...

Link executive joins Moneysoft

JAMIE WILLIAMSON  |  THURSDAY, 8 DEC 2016
Personal financial management software provider Moneysoft appointed a senior Link Group executive to its board. Following a strategic partnership between the two firms, Link's information, digital and data services chief executive Paul Gardiner is now ...

Database unlocks global infrastructure opportunities

KERRIE SYDEE  |  WEDNESDAY, 7 DEC 2016
... "We know that the private sector is demanding clear, updated, and accurate information on projects to help them prepare and plan for their involvement, and we believe the Pipeline will deliver this," he said. GI Hub expect the Pipeline to be further ...

Russell signs deal with top China manager

ALEX BURKE  |  TUESDAY, 6 DEC 2016
Russell Investments has entered into a partnership with China's largest fund manager. China Asset Management (ChinaAMC), which manages nearly $200 billion in assets, will advertise Russell's global multi-asset and multi-sector solutions to its institutional ...

ASIC probe reveals 185 more CBA compo cases

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
KordaMentha Forensic's third report on the varied licence conditions imposed on Commonwealth Financial Planning and Financial Wisdom has revealed compensation has been offered to a further 185 cases. The report was required under the additional conditions ...

Ascot Securities makes key wealth and institutional hires

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
Ascot Securities has strengthened its wealth advisory and institutional teams with six appointments. Joining the wealth advisory side of the business is Sean Sandilands, Timothy Radford and Henry Fung. Sandilands has more than 20 years' experience in ...

Out-dated websites flag regulatory risk

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao. Speaking with Financial Standard, Liao said there ...

Kapstream welcomes new portfolio manager

DARREN SNYDER  |  MONDAY, 5 DEC 2016
Challenger's head of fixed income is joining Janus Capital subsidiary Kapstream as a portfolio manager and head of direct lending. After about 12 years in his role at Challenger, Bob Sahota is moving to Kapstream and will contribute to broad macroeconomic ...

Planning firms need succession rethink

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
Financial planning practices will need to look to other professions for successful licence and ownership arrangements if they wish to have control over the value of their practice. Business strategy consultant at AdviceIQ, Paul Harding-Davis, said the ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
Netwealth has teamed up with a boutique wealth management firm for a private label managed accounts offering. Stanford Brown is the latest group to partner with the managed accounts provider, in what Netwealth joint managing director Matt Heine described ...