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Showing 8021 - 8030 of 18273 results for "Plan"

Milliman seeing shift in bond portfolios

DARREN SNYDER  |  FRIDAY, 19 JUN 2015
Holding high quality bonds in an attempt to generate income and offset volatility and drawdowns in the stock market was an approach that served investors well leading up to the financial crisis. Low yields and interest rates mean bonds now offer less ...

Philo in growth mode after losing key mandate

ALEX BURKE  |  THURSDAY, 18 JUN 2015
Philo Capital is investing in growth after being replaced by State Street Global Advisors (SSGA) to provide portfolio construction services for key client Centric Wealth. Philo had a fixed-term contract with Centric which ended around May. Parent group ...

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
AMP's executive director of financial planning will leave the group to pursue other opportunities in the industry. Steve Helmich will leave AMP in September following a 41 year career with the company. He started as a junior new business clerk in the ...

Treasury extends tax debate

ALEX BURKE  |  WEDNESDAY, 17 JUN 2015
Treasurer Joe Hockey has announced the submissions deadline for the Tax White Paper will be extended by six weeks to July 24. Hockey said that this was because of the "strong public response" to the whitepaper along with "stakeholder interest in the ...

Fat Prophets partners with OneVue

ALEX BURKE  |  TUESDAY, 16 JUN 2015
... relationship with Fat Prophets, as well as the more recent launch of GURU with Yellow Brick Road, is part of a broader growth plan for OneVue and caters for both advised as well as non-advised clients."

AFA, FPA yet to commit to FSC life risk agenda

ALEX BURKE  |  TUESDAY, 16 JUN 2015
Both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have refused to comment on whether a final consensus has been reached on the way forward for risk advice reforms. This follows the report in Financial ...

4 Corners hires ahead of infrastructure fund launch

LAURA MILLAN  |  TUESDAY, 16 JUN 2015
4 Corners Infrastructure has appointed a senior equity analyst to build out the manager's research capabilities ahead of the launch of a global infrastructure fund in the second half of 2015. Mark Jones joins from Goldman Sachs Asset Management, where ...

Australian Unity to list office property fund

DARREN SNYDER  |  TUESDAY, 16 JUN 2015
... economy. Pratt said there is also a mix of single tenanted properties on long-term leasesA and multi-tenanted properties. The plan was subject to approval by the board of directors and fund unit holders. Investors also can withdraw prior to any listing. ...

US fiduciary rule fight not slowing down

ALEX DUNNIN  |  TUESDAY, 16 JUN 2015
... This time around, there is no seller's exception to market one's services or products to a retail customer or even to sell a plan to a small business owner," he said. To reinforce his argument, Bentsen said the practice of retail wealth management groups ...

Challenger and Link partner to offer super annuities

ALEX BURKE  |  MONDAY, 15 JUN 2015
Challenger has partnered with Link Group to offer annuities to industry super fund members. The annuity products will be made available via Link's Australian Administration Services (AAS) business, which includes REST Industry Super, LegalSuper, TWUSuper ...