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Showing 8391 - 8400 of 18276 results for "Plan"

Lonsec rolling out cloud-based practice management tool

ALEX BURKE  |  THURSDAY, 15 JAN 2015
Lonsec Stockbroking has partnered with GBST to release Lonsec FrontOffice, a cloud-based practice management software suite. Offered free to clients, FrontOffice is designed to streamline the admin process for advisers by allowing rapid consolidated ...

One third of first home buyers are investors

ALEX DUNNIN  |  THURSDAY, 15 JAN 2015
Contrary to first home buyers being frozen out of the residential property market, evidence is mounting that many of them are just shifting how they access the market. Concerns about first home buyers (FHB) being denied access to the residential property ...

Australian Unity acquires Premium Wealth

ALEX BURKE  |  WEDNESDAY, 14 JAN 2015
Australian Unity Personal Financial Services (Australian Unity) has acquired nearly 97% of Premium Wealth Management. Premium Wealth shareholders almost unanimously accepted the acquisition offer, with the transaction being completed on 22 December. ...

Surging group premiums push insurer inflows up 12.9 pct

ALEX DUNNIN  |  WEDNESDAY, 14 JAN 2015
... group business, which has surged by 24%. The figures are contained in the latest analysis by insurance industry researcher Plan For Life for the 12 months to September 2014. According to the researcher, the top three insurers by premium inflow market ...

Wealth Know How teams with Pro Adviser

HARRY PAGE  |  WEDNESDAY, 14 JAN 2015
Wealth Know How, Australia's fastest growing provider of independent financial videos, has partnered with Pro Adviser to engage and educate consumers through online videos. The partnership will allow Pro Adviser's website to show a cross-section of ...

ASFA outlines spending needs of nonagenarians

MARK SMITH  |  WEDNESDAY, 14 JAN 2015
The Association of Superannuation Funds of Australia (ASFA) has developed a new retirement standard, the ASFA Retirement Standard for Older Retirees, which outlines the expenditure required for Australians aged 90-95 to maintain a comfortable or modest ...

Medcraft backs national adviser exam

MARK SMITH  |  TUESDAY, 13 JAN 2015
Australian Securities and Investments Commission (ASIC) chairman Greg Medcraft has come out in support of a new national exam for financial advisers. Medcraft backed the proposal in an op-ed published in the Australian Financial Review. "I strongly ...

WAM Capital announces $100m share purchase plan

STAFF WRITER  |  MONDAY, 12 JAN 2015
Listed investment company WAM Capital has announced a $100 million share purchase plan (SPP). The SPP will be offered to existing shareholders at the fixed price of $1.90 per share. Shareholders who participate in the offer will be entitled to the 7.0 ...

Advisers looking overseas for growth

ALEX BURKE  |  MONDAY, 12 JAN 2015
Advisers' confidence in the Australian share market to deliver high returns in 2014 has dwindled compared to the same time last year and many are considering growth opportunities in international markets, according to a recent Investment Trends survey. ...

AMP Capital awarded $250m global infrastructure mandate

MARK SMITH  |  WEDNESDAY, 7 JAN 2015
... Capital has received a US$200 million ($248 million) commitment, with additional co-investment rights, from Canadian pension plan Ontario Pension Board (OPB) to invest in its global infrastructure strategy. The global infrastructure strategy was launched ...