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Showing 7071 - 7080 of 18271 results for "Plan"

New Blue Sky MD shoots for $5bn

ALEX BURKE  |  THURSDAY, 6 OCT 2016
The new Blue Sky managing director believes there is "no reason why we won't grow to least $5 billion in fee-earning assets under management in the next three years." In what could be described as Robert Shand's "mission statement," he told an ASX update ...

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
GCA Financial's Erin Truscott has been named this year's AFA Rising Star in a ceremony at the industry association's annual conference in the nation's capital. The AFA Rising Star of the Year Award, which is supported by ANZ Wealth, was launched in ...

Advisers urged to meet challenges together

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
Senior figures at the AFA have urged delegates at this year's conference to meet the challenges posed by legislation with the collaborative, can-do attitude that has always defined the association's annual meeting. AFA chief executive Brad Fox, new ...

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
In the evermore complex world of financial advice, trying to be a jack-of-all-trades could be hurting your business. That's according to 2015 AFA Adviser of the Year David Reed, who told delegates at this year's annual conference that he had gone from ...

More poor customer outcomes expected: Narev

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
Commonwealth Bank chief executive Ian Narev anticipates there will be more cases of poor customer outcomes as an independent review of the bank continues. Narev told the ongoing parliamentary committee in Canberra yesterday that while CBA has implemented ...

La Trobe Financial launches retail platform

DARREN SNYDER  |  WEDNESDAY, 5 OCT 2016
... access. "It allows investors to enjoy competitive investment rates, view investment transactions, set up a regular savings plan, view account balances and manage interest distribution flows on a 24/7 basis," Andrews said. Retail investors can currently ...

AMP launches new advice business

ALEX BURKE  |  WEDNESDAY, 5 OCT 2016
AMP is launching a new financial advice business with 11 branded practices throughout Australia. Appropriately named AMP Advice, the new business is integrating face-to-face adviser experiences with new technologies designed to make "goals-based advice ...

Super guarantee of 12pct a mistake

KERRIE SYDEE  |  TUESDAY, 4 OCT 2016
Assuming that saving for retirement is synonymous with superannuation is a mistake according to the Grattan Institute. In its latest research paper the institute claims the assumption is also a trigger behind misguided plans to increase superannuation ...

Passive investors probably not Marxist parasites: MSCI

ALEX BURKE  |  FRIDAY, 30 SEP 2016
MSCI head of Research Remy Briand has countered a recent paper from AllianceBernstein which suggested passive investing is "worse than Marxism." The original paper, spearheaded by Bernstein Investment Research and Management head of global quantitative ...

VFMC CIO steps down, CFO departs

DARREN SNYDER  |  FRIDAY, 30 SEP 2016
Victorian Funds Management Corporation will farewell its chief investment officer and chief financial officer in the coming months. After leading the VFMC investment strategy for eight years, Justin Pascoe is stepping down as CIO to spend more time ...