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Showing 7571 - 7580 of 18273 results for "Plan"

AdviserLogic launches updated platform

ALEX BURKE  |  FRIDAY, 5 FEB 2016
Software provider AdviserLogic has launched AdviserLogic 2.0, the next iteration of its financial planning platform. The primary changes to the software appear to be focused on enhancing user experience, mainly via improving the current user interface. ...

HLB Mann Judd launches estate planning

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
Superannuation funds have been ramping financial advice services but they are not likely to enter the underdeveloped estate planning market in the near future. This is the view of advisory firm HLB Mann Judd Sydney which recently began its own estate ...

Financial Synergy makes big play in big data

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
The latest move in to big data analytics by superannuation software provider Financial Synergy is being touted as one that will help transform the industry in Australia. The firm announced a partnership with NASDAQ-listed software company OpenText yesterday ...

Aviva Investors appoints national account manager

MARK SMITH  |  WEDNESDAY, 3 FEB 2016
Aviva Investors has appointed a financial planning business director to its Australian wealth management business. Karl Linder joins as national account manager for Australasia. Based in Melbourne, he will report to head of business development Brett ...

Netwealth is highest-rated adviser platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
Advisers prefer the netwealth investment platform in terms of full functionality, according to Investment Trends research. Investment Trends' December 2015 Platform Report analysed 506 "key characteristics" of 22 master trust and wrap platforms, which ...

ANZ reduces 146 Oasis staff in Macquarie partnership

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
ANZ and Macquarie have partnered to develop a new wrap platform for ANZ advisers. Under the agreement, Macquarie will take effective stewardship over ANZ subsidiary business Oasis, with ANZ staff being reduced over the next 18 months as administration ...

QIC purchases New York shopping centre

DARREN SNYDER  |  WEDNESDAY, 3 FEB 2016
Giant Australian investment manager QIC has signaled further acquisitions in the US following its joint-venture purchase of Westchester's Ridge Hill retail shopping centre in New York. QIC announced the purchase of a 51% stake in the shopping centre ...

AZ NGA acquires second RI Advice practice

ALEX BURKE  |  TUESDAY, 2 FEB 2016
AZ Next Generation Advisory has acquired its eighth financial advice practice, the second from the RI Advice Group. AZ NGA's latest acquisition is Empowered Financial Partners, established in 1994 as Williamstown Financial Services and manages $134 ...

Support to recycle Queensland assets

DARREN SNYDER  |  TUESDAY, 2 FEB 2016
Queensland opposition leader Lawrence Springborg has received support after flagging his Liberal-National Party (LNP) were again open to discussions on asset recycling in the sunshine state. The Chamber of Commerce and Industry Queensland (CCIQ), which ...

Advisers recommending imputation bonds to sidestep will worries

ALEX BURKE  |  FRIDAY, 29 JAN 2016
Advisers are increasingly recommending that retiree clients use imputation bonds to safely deliver bequests to beneficiaries, according to Austock Life head of IFA product and relationships Richard Atkinson. Imputation bonds differ to traditional entitlements ...