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Showing 7601 - 7610 of 18273 results for "Plan"

Nikko AM selects new reporting tool

DARREN SNYDER  |  FRIDAY, 15 JAN 2016
Nikko Asset Management has appointed a new software supplier for its global reporting requirements and plans to roll out the solution company wide, including in Australia and New Zealand. Vermilion Software announced its appointment with Nikko AM on ...

Younger clients best-served by robo-advice

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Automated asset allocation and risk profiling "changes the dynamic of who advisers can and can't afford to talk to," according to Ignition Wealth chief executive Mark Fordree. Fortree said that he knew of many advice groups who "saw two to three people ...

Limited AFSLs like "part-time surgeons"

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Accountants with limited Australian financial services licences are like "part-time surgeons," according to John Birt, principal of advice M&A broker Radar Results. Birt branded limited AFS licenses "dangerous" and argued that in order for accountants ...

Risk sales plunge in 2015

ALEX BURKE  |  WEDNESDAY, 13 JAN 2016
Annual sales in the risk market dropped by 23.7% in the year to September 2015, according to Plan for Life research. Plan for Life's consolidated report on both group and individual risk lump sum and income insurance inflows revealed that while some ...

Northern Trust wins Mutual Trust custody mandate

DARREN SNYDER  |  TUESDAY, 12 JAN 2016
Multi-family office and wealth management firm Mutual Trust has appointed Northern Trust to provide global custody services for a portfolio of international assets. Mutual Trust chief operating officer wealth management Andrew Wood said the appointment ...

Adviser standards need a tidy

DARREN SNYDER  |  MONDAY, 11 JAN 2016
The Association of Superannuation Funds of Australia (ASFA) believes it is not clear how proposed education and training requirements for financial advisers would apply to robo-advice. ASFA says if financial advice was to be provided online (robo-advice) ...

New role for IOOF executive

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
... Bridges, Consultum and Lonsdale. He stayed on to assist with the integration of Shadforth Financial Group, incorporating Plan B, and Western Pacific over the past 12 months. An IOOF spokesperson said Farrell oversaw a significant improvement of IOOF's ...

Custodian appoints new APAC head

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
Global custodian BNP Paribas Securities Services has announced a new head of Asia-Pacific. The internal appointment sees Philippe BenoA(R)t move in to the APAC role, succeeding Lawrence Au who remains with the bank as executive adviser and begins his ...

Super switches estimated at $35 billion

DARREN SNYDER  |  THURSDAY, 7 JAN 2016
A sample from more than 100,000 Australians with superannuation shows about one-third were prepared to change their super fund without financial advice during the past three years. From the selection of 2002 respondents interviewed as part of the Roy ...

Pillar layoffs unrelated to privatisation

ALEX BURKE  |  FRIDAY, 18 DEC 2015
Pillar Administration has denied that calls for voluntary redundancies are related to the upcoming sale of the company. In fact, Pillar chief executive Peter Brook explained, the superannuation administrator had been planning to reduce employees since ...