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Showing 7321 - 7330 of 18271 results for "Plan"

Super gap concerns plaguing over 50s

KERRIE SYDEE  |  FRIDAY, 3 JUN 2016
... savings. "Our research found that over 40% of Australians have never used a financial planner and don't have a financial plan, so there is more work to be done to ensure that Australians are adequately prepared for their later years," said Bourguignon. ...

Adviser Intelligence secures multi-million funding deal

ALEX BURKE  |  THURSDAY, 2 JUN 2016
Cloud-based financial planning software company Adviser Intelligence has announced a multi-million-dollar private funding and partnership arrangement with an investment technology firm. The partnership and funding deal with Avocado Consulting will allow ...

New chair and director for SuiteBox

KERRIE SYDEE  |  THURSDAY, 2 JUN 2016
SuiteBox, the mobile office solutions for advisers, has announced the appointment of a new chairman and director. Former AIG Life Australia boss David Whyte has been appointed chairman, with Craig Anderson appointed as a director of the board. A chartered ...

VFMC appoints risk manager from AIA

ALEX BURKE  |  WEDNESDAY, 1 JUN 2016
The Victorian Funds Management Corporation has appointed an investment compliance and risk manager from AIA Australia. Adam Swanwick held the role of compliance manager at AIA from March 2013. Prior to that, he was a senior compliance manager at Financial ...

Perpetual launches Native Title Trust

KERRIE SYDEE  |  WEDNESDAY, 1 JUN 2016
... flexibility to meet communities' differing needs." The launch of the trust coincides with Perpetual's second Reconciliation Action Plan (RAP), the 2016-2019 'Stretch' RAP, which will build on Perpetual's first 'Reflect' RAP introduced in 2013. "The Stretch ...

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
SMSF accountants say their understanding of investment products is low and are calling on fund managers and brokers to service them with further education and support tools. This is one of several key findings in a survey of more than 1100 SMSF accountants ...

HUB24 FUA up 84pc

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
HUB24 has reached $3 billion in funds under administration (FUA), heralding 84% growth in the past 12 months. The announcement follows three quarters of strong gross inflows for HUB24 in the 2016 financial year, with the platform having the sixth highest ...

Self-employed missing super savings

DARREN SNYDER  |  TUESDAY, 31 MAY 2016
Self-employed Australians are among those most in need of financial advice with new research showing about one-quarter does not have superannuation. About 10% of Australia's workforce is self-employed and although it is not compulsory for them to make ...

Award-winning adviser joins APESB

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
The Accounting Professional and Ethical Standards Board (APESB) has announced the appointment of a new director, and it now sees the board have equal gender representation for the first time. Business owner and principal at Quantum Financial, Claire ...

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 ("investors") ...