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Showing 7771 - 7780 of 18273 results for "Plan"

La Trobe makes swathe of new hires

MARK SMITH  |  TUESDAY, 29 SEP 2015
Credit specialist La Trobe Financial has appointed 25 new staff and expanded to a second floor at its Collins Street headquarters in Melbourne. Fourteen of the 25 new hires, are experienced senior credit analysts and their appointments grow the company's ...

Prime Super launches new brand

STAFF WRITER  |  TUESDAY, 29 SEP 2015
Prime Super has re-launched its brand with a new logo and tagline. The move follows a merger with the Health Industry Plan in 2014. The $3 billion industry super fund's new tagline is "surprisingly straightforward" and the old logo featuring green rolling ...

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
The Financial Planning Association of Australia and Challenger have awarded five UNSW scholarships for FPA members to study retirement planning. The scholarship winners are KeyPlay Financial Services' Anthony White, MyState Wealth Management's Philip ...

Equipsuper invests in fintech, robo-advice firm

LAURA MILLAN  |  MONDAY, 28 SEP 2015
Equipsuper has invested in a fintech startup that will develop the fund's digital advice and investment platform. Clover is a Melbourne-based financial technology company that offers an automated investment service. The platform adopts a goals-based ...

Treysta moves $200 million funds under advice into managed accounts

MICHELLE BALTAZAR  |  MONDAY, 28 SEP 2015
The next generation of financial advisers are in an enviable position to offer investment solutions that have long eluded their predecessors. Mark Nagle, executive director at Treysta Financial Life Management, explains how managed accounts have transformed ...

Aussie fintechs sell to grow

DARREN SNYDER  |  FRIDAY, 25 SEP 2015
... necessarily worry about the good times, they worry about what the bad times could look like. So you need to work out what plan B is and you give people the ability to do that," Hellyer said. "If you can learn to drive a car, you can learn to manage your ...

Industry funds challenged by lack of in-house advice

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
Industry superannuation funds lack the strong in-house advice services that have been proven essential to retain members in their retirement phase. Research by Tria Investment Partners shows that there is a strong correlation between the scale of a ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
... clients." AZ NGA's statement concluded saying that the FLP acquisition is "in line with [the company's] long-term business plan to continue to acquire high-calibre businesses," noting that further advice firms had been "shortlisted." The next deal is ...

AMP offers Adviser Academy course via Griffith

ALEX BURKE  |  THURSDAY, 24 SEP 2015
AMP has redesigned its Horizons adviser education program and is now offering its Adviser Academy course through Griffith University. Changes in the redesign of the course include: raising entry standards to a degree equivalent, provisioning for graduates ...

FSI and tax response "close to completion": Morrison

LAURA MILLAN  |  THURSDAY, 24 SEP 2015
Treasurer Scott Morrison confirmed that the government's response to the Financial System Inquiry (FSI) is "proceeding and close to completion," despite the recent Liberal spill and cabinet reshuffle. Morrison addressed the media along with Finance ...