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Showing 7051 - 7060 of 18271 results for "Plan"

Strategy Steps sold to knowIT

KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
Financial planning support business Strategy Steps has been sold to software product and services company knowIT to allow for greater digitalisation of the service. Effective from 1 October 2016, the sale of Strategy Steps will let previous owners Louise ...

Magellan flags risk plan for Douglass

MARK SMITH  |  THURSDAY, 13 OCT 2016
... Cairns has publically addressed the risk of anything happening to "key man" Hamish Douglass, reassuring investors that a plan of succession is in place. Addressing shareholders at the investment firm's annual general meeting, Cairns said the board recognises ...

Bank life risk businesses lose market share

MARK SMITH  |  WEDNESDAY, 12 OCT 2016
... in the sale of new premiums, the latest data from Strategic Insight shows. Numbers from the researcher, formerly known as Plan For Life, show the market share of AMP, CommInsure and NAB/MLC all went backwards over the 12 months to 30 June. CommInsure's ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
Financial planning software provider Midwinter is extending its partnership with a financial data company. The renewed partnership with InvestmentLink allows Midwinter to add client-authorised data feeds to the existing 600 feeds in its data source ...

Dunsford explains backpedal at EGM

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
Mark Dunsford has explained his decision to withdraw the motion to change the Association of Financial Advisers' (AFA) Constitution at the recent extraordinary general meeting (EGM). The director of Dunsford Financial Planning and leader of the Life ...

BKI makes $4.2m acquisition

ALEX BURKE  |  TUESDAY, 11 OCT 2016
... charge a performance fee to BKI. BKI explained further: "Millner and Culbert have surrendered all outstanding BKI incentive plan rights, both long-term and short-term." "The externalisation of portfolio management services will be governed by the agreement ...

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
AdviserLogic has appointed a new non-executive director who will also contribute to the company's strategic partnership opportunities. Paul Harding-Davis will join the company as a non-executive director and will also actively contribute to sourcing ...

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
Few advisers have a proactive referral strategy but with a few easy steps they can improve their chances of being recommended, according to Scott Charlton, a business coach who specialises in helping accountants and financial planners. Addressing delegates ...

CBA uses virtual reality to revitalise financial education

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
... of future financial education programs. CBA's investment in Start Smart is a key part of its new corporate responsibility plan, Opportunity Initiatives, which hopes to drive positive change.

AIST wants higher concessional cap for older workers

DARREN SNYDER  |  MONDAY, 10 OCT 2016
The Australian Institute of Superannuation Trustees is urging the federal government to retain the $35,000 concessional cap for older workers. As the AIST finalises its submission to the second tranche of superannuation reforms it argues the existing ...