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Showing 8761 - 8770 of 18276 results for "Plan"

Macquarie tight-lipped on EU details

LAURA MILLAN  |  FRIDAY, 25 JUL 2014
Macquarie Group said that the Macquarie Private Wealth enforceable undertaking (EU) with the Australian Securities and Investments Commission (ASIC) is "on track," but refused to give more details about the process. An investor presentation made public ...

AustralianSuper awards residential property mandates

JAMES FERNYHOUGH  |  THURSDAY, 24 JUL 2014
AustralianSuper plans to increase its holdings in direct Australian residential property in a new deal with property managers QIC and ISPT. There was no dollar figure attached to the 'mandate' - rather, QIC and ISPT will look for investment opportunities ...

Certitude appoints new regional manager

MARK SMITH  |  THURSDAY, 24 JUL 2014
Global asset manager Certitude Global Investments has appointed Michael Akele to the newly created role of Northern regional manager (NSW/QLD) and New Zealand. Akele was appointed from within the Certitude ranks, previously serving as state manager ...

YBR adopts cloud-based planner software

STAFF WRITER  |  THURSDAY, 24 JUL 2014
Yellow Brick Road (YBR) has migrated all its core business processes to a cloud-based platform to keep pace with technology changes. Software platform NetSuite has replaced all the previous systems, including those in the financial management division ...

ASIC obtains court orders against former Ballast adviser

LAURA MILLAN  |  THURSDAY, 24 JUL 2014
The Federal Court in Perth has issued orders to restrain a former Ballast Financial Management authorised representative from providing financial advice and dealing in financial products. The Australian Securities and Investments Commission (ASIC) obtained ...

CBA whistleblower casts doubts over compensation scheme

LAURA MILLAN  |  THURSDAY, 24 JUL 2014
Former Commonwealth Bank (CBA) planner and whistleblower Jeff Morris has expressed concern over a number of aspects of the bank's Open Advice Review program to compensate victims of bad advice. The adviser, who blew the whistle on cases of advice misconduct ...

Cbus and FPA sign adviser referral deal

LAURA MILLAN  |  WEDNESDAY, 23 JUL 2014
Industry super fund Cbus members will have access to Financial Planning Association (FPA) certified financial planners after the two organisations joined together to launch a referral program. The national referral program which is scheduled to start ...

Market wrap

AAP  |  WEDNESDAY, 23 JUL 2014
The Australian share market has opened higher, buoyed by gains on Wall Street and record production results from BHP Billiton. In the US the Dow Jones finished 0.36 per cent higher after investors welcomed the best existing-home sales figures in eight ...

Govt begins long-awaited retirement income review

JAMES FERNYHOUGH  |  TUESDAY, 22 JUL 2014
... market performance. The release of this discussion paper has been in the pipeline since the Coalition decided to scrap Labor's plan to reform the tax regime for DLAs. At the time the Coalition said it wanted to approach the issue as part of a wider review ...

ASIC puts hold Custom Wealth's AFSL

STAFF WRITER  |  TUESDAY, 22 JUL 2014
Brisbane-based Custom Wealth Solutions has also lost its Australian financial services (AFS) licence for three months. ASIC suspended the group's licence after it entered into receivership on June 11, 2014. The regulator has also permanently banned ...