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Showing 7271 - 7280 of 18271 results for "Plan"

AFSL cancelled for Sydney firm

KERRIE SYDEE  |  MONDAY, 4 JUL 2016
ASIC has cancelled the Australian financial services licence (AFSL) of a Sydney based financial planning firm for failing to meet a number of key obligations. ASIC cancelled Etern Wisdom's AFSL on 6 June 2016 after ASIC discovered the firm had failed ...

LGIAsuper and Bravura extend partnership

DARREN SNYDER  |  MONDAY, 4 JUL 2016
Soon-to-be public offer fund LGIAsuper is moving its administration platform to Bravura Solutions' Sonata suite in line with $9.5 billion fund's new digital strategy. LGIAsuper chief executive David Todd said the fund chose Sonata because it will enable ...

EQT appoints new managing director

DARREN SNYDER  |  MONDAY, 4 JUL 2016
Equity Trustees is beginning the financial year with a new managing director as Michael J O'Brien steps in to the lead role. It is an internal appointment for Equity Trustees as O'Brien was previously made executive director of the wealth management ...

AMP Capital urges voters to keep China fund open ahead of EGM

ALEX BURKE  |  FRIDAY, 1 JUL 2016
... unitholders with the option to receive 100% of annual distribution in cash through an adjustment to dividend reinvestment plan rules. The statement added that LIM Advisors is considering "its own interests and not the interests of other unitholders. ...

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
Technology providers can no longer consider their relationships with financial planners secure as more planners look for lower cost and comprehensive solutions, according to Investment Trends. In its thirteenth year, the May 2016 Planner Technology ...

New non-executive director for GBST

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
Global provider of technology to the financial services industry, GBST, has appointed a new independent non-executive director. Experienced company director and chartered accountant, Deborah Page will join the board, as GBST looks to reinforce its renewal ...

Economic Wrap

BENJAMIN ONG  |  FRIDAY, 1 JUL 2016
Australia private sector credit The latest update on Australia's private sector credit provides a first look at the impact of the Reserve Bank of Australia's (RBA) cut in the official cash rate from 2.0% to 1.75% on the 3rd of May. Total private sector ...

Asset manager launches quant platform after acquisition

DARREN SNYDER  |  THURSDAY, 30 JUN 2016
... Cantab Capital Partners with an upfront cash payment of US$217 million ($291 million) and a deferred consideration, with the plan to have the UK multi-strategy systematic manager form the cornerstone of GAM Systematic. GAM chief executive Alexander S. ...

Merger gives Bentleys state-wide presence

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Mid-tier accounting and advisory network, Bentleys, has bolstered its Tasmanian presence following a merger with a Hobart-based accounting and financial planning firm. Effective from 1 July 2016, the merger with Tenuto Financial will position Bentleys ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Currently making its way across the country, the 2016 Financial Planning Association (FPA) National Roadshow is hoping to prepare planners for the increasingly complex future of financial advice. Aimed at supporting advisers, the roadshow includes an ...