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Showing 7641 - 7650 of 18273 results for "Plan"

TH Real Estate appoints head of research

DARREN SNYDER  |  THURSDAY, 3 DEC 2015
TH Real Estate is continuing to grow its team in Asia-Pacific with the appointment of a new head of research based in the Singapore office. Joining TH Real Estate is Harry Y. Tan, who was previously head of research at Grosvenor Limited for eight years. ...

Northern Trust acquires brokerage firm

LAURA MILLAN  |  THURSDAY, 3 DEC 2015
Northern Trust has acquired a global institutional equity brokerage firm that also offers market research, trading and execution services. The acquisition of Aviate Global will allow Northern Trust to expand its brokerage capabilities in the Europe ...

Hedge funds under cost pressure from brokers

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
... fund managers are also beginning to explore non-traditional financing sources, outside of prime brokers with 13% saying they plan to seek financing from the likes of institutional investors, sovereign wealth funds, custodians and other hedge funds.

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
A global survey shows that Australians are twice as likely to turn to family and friends for financial information as they are to seek advice from a professional. The survey was conducted by global research firm GfK on behalf of the Financial Planning ...

The world of ASFA according to Twitter

MICHELLE BALTAZAR  |  TUESDAY, 1 DEC 2015
A rocket scientist, an Oscar winner and a literary figure walked into a bar. No, wait, a superannuation conference. It was the superannuation conference that launched a thousand tweets. 1,493 to be exact over a three-day period. This may sound miniscule ...

HNW advice group faces licence conditions

LAURA MILLAN  |  TUESDAY, 1 DEC 2015
A financial planning dealer group focusing on high net worth investors is facing having conditions placed on its licence by ASIC following serious breach incidents. Morgans Financial representatives were monitored by ASIC, which identified "a number ...

FPA, AFA should merge to keep advice strong

LAURA MILLAN  |  MONDAY, 30 NOV 2015
An advice business broker and industry commentator has asked the two peak associations representing financial advisers to set aside differences and merge into a single body. Connect Financial Service Brokers chief executive Paul Tynan asked for the ...

Spring FG to expand across Australia

LAURA MILLAN  |  MONDAY, 30 NOV 2015
Spring Financial Group is planning to expand its adviser network across Australia and has set a goal of 80 to 100 franchises in the next five to eight years. An announcement made public shortly after the company's first annual general meeting, following ...

FoFA end marks start of new advice era

LAURA MILLAN  |  MONDAY, 30 NOV 2015
The passing of the last amendments to the Future of Financial Advice (FoFA) legislation puts the controversial bill to bed and marks the start of a new age for financial advisers. Years of policy tinkering and regulatory uncertainty ended last week ...

Fiducian updates planner software

LAURA MILLAN  |  FRIDAY, 27 NOV 2015
Fiducian has updated its software so advisers can track the progress of their client transactions, as well as correspond with them online. The new features include an expansion of the planner's dashboard for more visibility over client accounts. "This ...