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Showing 7081 - 7090 of 18271 results for "Plan"

Praemium appoints head of distribution

ALEX BURKE  |  THURSDAY, 29 SEP 2016
Praemium has appointed a new head of distribution along with two other new hires. Martin Morris joins Praemium from portfolio administration firm Complete Super Solutions, where he was chief executive. Prior to that, he was a managing partner at 3rdphase ...

Aspen Group appoints new CEO

ALEX BURKE  |  THURSDAY, 29 SEP 2016
Property investment manager Aspen Group has appointed a new chief executive. Joel Cann joins Aspen from AMB Capital Partners, where he was the founding managing director; like Aspen, AMB focused on property investment via 360 Capital Property Group ...

Machine learning to revolutionise investing

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2016
Financial advisers are increasingly recognising the benefits of machine learning for investors, according to Man AHL. Encouraged by the rise of big data and evolving technologies, Man says the artificial intelligence solution is developing into a powerful ...

NowInfinity completes restructure

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
Cloud based SMSF documentation platform NowInfinity has completed a "proactive restructure" and partnered with a boutique venture capital firm. The restructure also saw the formal exit of co-founder and director of NowInfinity, Grant Abbott. Abbott ...

Universities must prepare for adviser reforms: FPA

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
The Financial Planning Association of Australia is calling on universities and other education providers to develop new programs ahead of the looming professional standards deadline. In partnership with the Financial Planning Education Council (FPEC) ...

Next wave of super legislation rolls in

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
Attempting to keep superannuation reforms on the move, Treasurer Scott Morrison released more draft legislation yesterday. Among the second tranche of legislation are plans to implement the $1.6 million transfer balance cap, limiting the amount an individual ...

NAB pays $6.5m to resolve advice complaints

KERRIE SYDEE  |  WEDNESDAY, 28 SEP 2016
National Australia Bank revealed it has paid a total of $6.5 million to 251 customers since February 2015 after settling their claims for compensation. In an update on its financial advice response initiative, NAB said the uplift in payments to customers ...

Former YBR chief exec joins K2 board

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2016
K2 Asset Management has announced the appointment of a former YBR chief executive to its board. Matt Lawler resigned as chief executive of wealth management at YBR in July and joins the K2 board as a non-executive director. Lawler brings over 30 years ...

Masterfunds grow despite underperformance of platforms

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2016
... $21.4 billion over the last financial year, according to data from Strategic Insight. The research house, formerly known as Plan for Life, has released its annual analysis of wrap, platform and master trust managed funds, showing that the market has ...

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
The Association of Financial Advisers (AFA) and ANZ Wealth have announced the finalists for the 2016 AFA Rising Star of the Year Award ahead of the upcoming AFA National Conference in Canberra. Launched 11 years ago, the AFA Rising Star of the Year ...