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Showing 7011 - 7020 of 18271 results for "Plan"

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
Consultum Financial Advisers recognised excellence in financial advice by revealing its 2016 award winners. Announced at the company's annual conference in Vietnam, Adviser of the Year was awarded to Anthony D'Alessandro of Victorian based Required ...

APRA marks New Year priorities

JAMIE WILLIAMSON  |  TUESDAY, 1 NOV 2016
Despite the current Australian financial system appearing healthy there remains areas of vulnerability, according to the latest annual report from APRA. The report outlines risks in the housing market, the funding profile of the banking system, poor ...

Boutique adviser names key hires

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Profile Financial Services has made two senior appointments from NAB Asset Management and William Buck. Joining Profile as head of investments is Jerome Bodisco. He brings extensive experience across a range of asset classes and managers and has a strong ...

The changing role of ETF model portfolios

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
In a world where markets are volatile and returns are low, the choice of investment products and underlying asset allocation has never been more important in achieving client goals. According to head of SPDR ETFs at State Street Global Advisors (SSGA) ...

AMP looks to advisers of the future

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
A record number of university students participated in this year's AMP University Challenge, pointing to a growing interest in financial planning as a career. More than 180 students from universities around Australia participated in teams or as individuals ...

Raising rates on soybeans

BENJAMIN ONG  |  MONDAY, 31 OCT 2016
The US economy just recorded its fastest rate of expansion since the third quarter of 2014 and at a seasonally adjusted annualised rate of 2.9%, the September quarter's scorecard is more than double the previous period's 1.4% increase and also better ...

PIMCO to take RE in-house

ALEX BURKE  |  MONDAY, 31 OCT 2016
PIMCO has obtained a responsible entity license in Australia and plans to internalise RE for its $10 billion managed funds suite. Subject to unitholder approval, PIMCO will then be the RE for the funds available to Australian investors, including the ...

IRESS partners with UK wealth firm

ALEX BURKE  |  FRIDAY, 28 OCT 2016
IRESS has entered a long-term strategic partnership with a $46 billion wealth management firm in the UK. The technology firm has developed a wealth platform for Tilney Bestinvest, which manages assets for private clients, charities and financial advisers. ...

CBA responds to systemic advice failures

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
The Commonwealth Bank of Australia will repay more than 65% of the $154 million in required compensation estimated by ASIC. In response to ASIC's report 'Financial advice: Fees for no service', CBA has confirmed it will be refunding $105 million in ...

Infrastructure critical for super returns

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
Industry Super Funds have called on state and federal governments to be more active in developing partnerships to create infrastructure investment pipelines that will in turn boost economic growth and diversify member investments. New research from ...