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Showing 7751 - 7760 of 18273 results for "Plan"

AMP Capital hires infrastructure investment director

MARK SMITH  |  WEDNESDAY, 7 OCT 2015
... infrastructure investment, with a specialist focus on the airports sector. He joins the company from Ontario Teacher's Pension Plan Board where he was general manager, business development based in Santiago, Chile. During his career, he has held senior ...

YBR robo-advice to make Celebrity Apprentice debut

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
... out of Guru due to the incredible value it provides their clients. Eighty per cent of Australians don't have a financial plan because they see it as cost prohibitive and confusing," explained YBR executive chairman and Celebrity Apprentice host Mark ...

Endeavour joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Endeavour Securities has white-labelled OneVue's new LUMINOUS platform. Endeavour, which is owned by the Linchpin Capital Group, will use the platform to support its superannuation fund and investor directed portfolio services. "OneVue is pleased to ...

Managed accounts forum sold out, 2015 adviser survey results revealed

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
... their practices in the next 12 months. Of the 44% who don't provide MAs, 25% expect to do so by next year and another 15% plan to offer them by 2017. However, those who said they won't be offering them at all cited restrictions against managed accounts ...

Adviser Ratings reaches 4,000 planners

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Consumer-driven adviser review website Adviser Ratings has attracted 4,000 planners to manage and maintain their profiles. Adviser Ratings contains a register of 20,000 financial planners, but advisers can elect to "populate their profiles on Adviser ...

NAB enlists Topdocs for CMA service

ALEX BURKE  |  TUESDAY, 6 OCT 2015
NAB has partnered with legal document provider Topdocs to streamline its NAB Cash Manager investment accounts. The partnership enables financial planners to use Topdoc's online portal to establish a NAB CMA at the same time as a SMSF, company or trust ...

Lonsec launches investment solutions division

MARK SMITH  |  TUESDAY, 6 OCT 2015
Lonsec Fiscal has launched a new business division, Lonsec Investment Solutions, which will be led by Lukasz de Pourbaix in the chief investment officer role. The new division will be responsible for building model portfolios for advisers. It has been ...

Platform flows stagnated in FY15

ALEX BURKE  |  FRIDAY, 2 OCT 2015
Fund flows into platforms barely exceeded outflows in the year to June 2015, according to Plan for Life research. FY15 saw $55.6 billion come into the platform sector, but outflows were $55.3 billion, resulting in a positive net flow of $0.3 billion. ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
The Association of Financial Advisers and ANZ Wealth have announced the finalists for its 2015 Rising Star award. Peel Wealth Financial Planning's Katherine Cairns, Mr Insurance's Declan Doolan, Harvest Wealth's Kylie George, AP Financial Solutions' ...

Japan pension fund backs responsible investment

DARREN SNYDER  |  THURSDAY, 1 OCT 2015
... significance of this announcement not just in Japan but worldwide," Reynolds said. The Japanese fund has developed an action plan marking planned activities against each of the six Principles for Responsible Investment, including stating that: "The GPIF ...