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Showing 6981 - 6990 of 18271 results for "Plan"

ASIC bans former AMP adviser

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
A former authorised representative of AMP Financial Planning has received an eight year ban after engaging in misleading conduct. James McCarthy of South Australia has been banned from providing financial services until 14 November 2024. He is the sole ...

SelectingSuper announces super fund of the year

DARREN SNYDER  |  THURSDAY, 17 NOV 2016
UniSuper was crowned the 2016 superannuation fund of the year at the Rainmaker SelectingSuper Awards in Melbourne this morning. Collecting three separate awards, the $55 billion super fund was recognised for its standout performance in delivering value ...

Japanese bank Nomura ups ante in robo-advice

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
Financial advisers and super funds doing their groundwork on best-practice robo-advice should take a closer look at Nomura after the $1.1 trillion banking giant launched its robo-advice service this week. The Asian bank will roll-out 'Nomura Goal-based' ...

Aussie start-up wins $500m impact investing mandate

MICHELLE BALTAZAR  |  WEDNESDAY, 16 NOV 2016
A former senior financial services executive who less than 12 months ago went out on a limb to set up his own business has signed a $500 million investment mandate - with another $500 million in the works. Less than a year since its launch, Sydney-based ...

Property manager launches new fund

DARREN SNYDER  |  WEDNESDAY, 16 NOV 2016
Listed real estate funds manager Folkestone intends to launch a new fund in 2017, aimed at co-financing the development of a hotel at Sydney's Green Square. The Folkestone Green Square Hotel Fund plans to launch in March by raising about $22.5 million ...

Industry fund fights financial exclusion

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
... collectively combat financial exclusion with the fund being one of 12 organisations to commit to a Financial Inclusion Action Plan. The $36 billion industry super fund met with experts and academics from a range of organisations to learn of the experience ...

Adviser Ratings secures referral partnership

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
Adviser Ratings has partnered with Small Business First for an exclusive referral scheme designed to connect Australian small businesses with professional financial advisers. The partnership will leverage Small Business First's reach of 500,000 businesses ...

Alternatives LIC a win for planners

ALEX BURKE  |  MONDAY, 14 NOV 2016
The Blue Sky Alternatives Access Fund as a listed investment company is an ideal vehicle for planners looking to diversify client portfolios, according to fund director Andrew Champion. The LIC, which completed a $47 million capital raise last week ...

VicSuper highlights retirement struggles

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
More than 50% of Australians aged over 55 feel financially underprepared for retirement and 23% feel completely out of depth when thinking about retirement finances. The findings come from a study commissioned by VicSuper, also detailing that two in ...

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
Demand for impact investing is expected to rapidly increase as a growing number of retail and institutional investors search for investments that provide both monetary and social returns. In the last five years there have been 96 reported impact investments ...