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Showing 7481 - 7490 of 18273 results for "Plan"

YBR acquires News Corp platform

ALEX BURKE  |  THURSDAY, 24 MAR 2016
Yellow Brick Road has acquired News Corp's consumer-direct investment service brightday, which runs on the OneVue platform. YBR's statement said the acquisition forms part of its digital plans which included the release of robo-advice tool Guru in 2015. ...

International pension fund creates stewardship group

DARREN SNYDER  |  THURSDAY, 24 MAR 2016
One of the world's largest pension funds has established a "Stewardship Enhancement Group" as part of an obligation it sees to increase understanding of responsible investment principles. Japan's Government Pension Investment Fund (GPIF) recently created ...

NAB appoints ex-Genesys MD

ALEX BURKE  |  THURSDAY, 24 MAR 2016
NAB has appointed the new general manager of NAB Financial Planning. Tim Steele joins NAB from AMP-aligned practices Genesys and ipac, where he was managing director. He was a director of AMP's Horizons academy and created Horizons Financial Group. ...

Planners turning to annuities and outcome funds

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
Financial planners are increasingly turning away from cash and term deposits for their retirement clients while annuities and outcome-orientated funds are becoming more popular destinations for new client money instead, according to the latest retirement ...

Super effectively the same as lotto for younger Australians

ALEX BURKE  |  WEDNESDAY, 23 MAR 2016
Younger Australians have nearly as much faith in winning the lottery as using super to fund their retirement, according to a BT survey. BT's recent Australian Financial Health Index, based on a survey of over 4,000 Australians over 18 and weighted to ...

Platforms rise by $51.4bn in 2015

DARREN SNYDER  |  WEDNESDAY, 23 MAR 2016
The latest platform and wrap analysis from Plan for Life shows overall masterfund business increased by $51.4 billion or 8.3% during 2015, now standing at more than $672 billion. Plan for Life said masterfunds climbed $31.2 billion or 4.9% in the December ...

Qualitas to finance boutique Waterloo apartments

KERRIE SYDEE  |  TUESDAY, 22 MAR 2016
... understand how rare developments like these are in Sydney. I knew we had something special when we set a new record in off the plan square meter rates in Waterloo, selling one of our larger penthouse apartments at an amazing $23,600 per SQM," said Be ...

Republican brands Dodd-Frank "regulatory waterboarding"

MARK SMITH  |  TUESDAY, 22 MAR 2016
... markets," he said. "I can report to you today that we are deep into our planning, and you will soon see our bill." Hensarling's plan would allow banks to obtain "vast regulatory relief" if they are willing to hold higher amounts of capital to guard against ...

Mercer expands financial advice business

MARK SMITH  |  TUESDAY, 22 MAR 2016
Mercer has grown its financial advice business by setting up a new team in Parramatta. The move, which will be completed on 22 March, enables Mercer to be more accessible to customers in Western Sydney and better service its growing Mercer Super Trust ...

July 1 will end the "amateur" SMSF era

ALEX BURKE  |  MONDAY, 21 MAR 2016
New entry and licensing requirements for SMSF auditors and accountants from July 1 will likely result in many funds being wound up, according to industry consultant John Wiseman. Wiseman noted that, as at December 2015, SMSFs represented 30% of the ...