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Showing 7371 - 7380 of 18273 results for "Plan"

Class partners with Findex in fintech deal

KERRIE SYDEE  |  THURSDAY, 12 MAY 2016
Findex has signed a contract with Class to provide cloud-based SMSF software services. The deal is expected to see over 8,000 SMSFs loaded onto Class over the next two years. Findex hopes the partnership will accelerate growth plans and extend its position ...

LGS appoints head of advice

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
Local Government Super (LGS) has appointed former NGS Super head of financial planning to the role of head of advice. Andrew Dunkerley has over 20 years' experience in financial services, including senior roles at NGS Super and Industry Fund Services. ...

PIMCO Income fund launched in Australia

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
PIMCO has launched its actively managed fixed income fund, PIMCO Income, in Australia. The fund aims to deliver a competitive and consistent level of monthly income distributions without compromising total return. As a secondary objective, it also aims ...

Contango announces multi-asset tech partnership

ALEX BURKE  |  WEDNESDAY, 11 MAY 2016
Contango Asset Management has announced a partnership with a financial information provider to develop multi-asset strategies. Bloomberg will provide its buy-side order management system (AIM), portfolio attribution and risk system (PORT), broker-neutral ...

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
A former Guardian Advice practice has joined non-institutionally owned dealer group, Fortnum Financial Advisers. Griffin Financial Services joined the group following Guardian's decision to exit financial planning in late 2015. The Sydney-based practice ...

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
The Association of Financial Advisers (AFA) is now taking nominations for its annual Adviser of the Year and Practice of the Year Awards. In its fourteenth year, the AFA Adviser of the Year Award recognises an individual who is excelling in the delivery ...

ASIC levies up 150pct

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
The federal government has released a discussion paper outlining proposed financial institutions supervisory levies for the 2016-17 financial year, citing a 150% increase in the total levies funding required for ASIC. The proposed levies reveal that ...

Focus Financial expands into Australia

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
Focus Financial Partners, a leading international partnership of independent fiduciary wealth management firms, has partnered with Melbourne based, MW Lomax, the first Australian firm to join the Focus network. The partnership represents a significant ...

Foreign direct investors turning to Australia for growth

ALEX BURKE  |  MONDAY, 9 MAY 2016
... (after falling to 10 last year). According to the report, this is due to the Government's recent $1.1 billion innovation plan to support start-ups and research and Australia's expected 0.5% increase in economic growth in 2016. Having said this, the increase ...

FPA appoints new education head

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
The Financial Planning Association of Australia has appointed a new head of education. Shaun Weston-Cole will take on the role, replacing Howard Cook, who has transitioned into the role of FPA head of academic relations. In the role Weston-Cole will ...