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Showing 901 - 910 of 1608 results for "Foundation"

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... 'one-size-fits-all' approach, he said. Getting all the family members on board early in the process is key to providing a solid foundation for the clients' desired outcome. "Each and every circumstance is unique to each individual, which makes a comprehensive ...

SuperConcepts acquires SMSF administrator

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
SuperConcepts acquired a self-managed superannuation fund administration provider in an attempt to expand its market share. MORE Super joins SuperConcepts' growing network comprising AMP SMSF, Ascend, Cavendish, SuperIQ, superMate and yourSMSF. MORE ...

Sunsuper executive joins IFM Investors

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2018
The chief investment operations officer at Sunsuper has joined IFM Investors in a newly created role. Lounarda David has been appointed as chief operations officer to further support IFM's growing investment management business. The role was created ...

SuperConcepts enhances document management system

KARREN VERGARA  |  MONDAY, 12 FEB 2018
SuperConcepts launched a new document management functionality within its self-managed superannuation fund (SMSF) accounting platform, SuperMate. Users can scan or email documents which are then automatically read, categorised and filed via the new ...

Industry fund creates finance role

DARREN SNYDER  |  TUESDAY, 6 FEB 2018
... has recently replaced or upgraded the key applications making up its core business platform, "which provides a strong foundation for the next seven to 10 years." Vision Super recently detailed its use of a behavioural economics program which fights inaction ...

Modern business demands driving adviser education uptake

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... management skills, entrepreneurship, financial management, HR, marketing, CRM and interpersonal engagement sit at the foundation of many of the courses seeing an upswing. For those focused on enhancing their advice knowledge, intergenerational wealth ...

Venture capital firm plants $1.8m seed for Honee

DARREN SNYDER  |  FRIDAY, 2 FEB 2018
One of Australia's largest venture capital firms recently placed significant seed funding in an AI-driven beauty platform showing ambition and drive to expand internationally. Blackbird Ventures, alongside Melbourne and Sydney angel investors, led the ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... use of open architecture, distinguishes us from our peers. Being advice-led attracts new advisers and provides the foundation for our strong flows," IOOF managing director, Christopher Kelaher said. "Our Advice Academy remains fully subscribed and shows ...

TAL enhances adviser learning hub

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
... donates fees to charity. It's raised more than $180,000 for Australian Business and Community Network (ABCN) Scholarship Foundation.

Lead portfolio manager named for new international LIC

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
A former employee of Wilson Asset Management will lead its new listed investment company, WAM Global. Catriona Burns has been appointed lead portfolio manager of WAM's new global equities LIC, commencing mid-February and investing in undervalued international ...