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Showing 61 - 70 of 187 results for "Strategic Plan"

Regulators alert trustees of new obligations

KARREN VERGARA  |  TUESDAY, 15 DEC 2020
The financial services and superannuation regulators have expressed their expectations to trustees on the new member outcomes, and product design and distribution obligations. In a letter to trustees co-signed by APRA deputy chair Helen Rowell and ASIC ...

Sequoia reveals strategic plans

ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
ASX-listed Sequoia Financial Group has revealed its plans to increase its adviser numbers and licensees to adjust to the shifting landscape of the financial advice industry. At its annual general meeting, Sequoia announced its strategic objective to ...

Fidante signs on new partner

KANIKA SOOD  |  WEDNESDAY, 18 NOV 2020
... that operates out of Singapore, Shanghai and Mumbai."This partnership with Proterra is part of Fidante's broader strategic plan to successfully build our European product set as well as our global distribution footprint," Fidante Partners head of distribution ...

Super advice firm buys robo-adviser

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
Digital superannuation advice provider SuperEd has acquired robo-advice provider Clover. SuperEd provides a number of services such as intra-fund advice for superannuation members and Retirement Essentials which assists Australians applying for the ...

Trustees cutting corners: Rowell

KARREN VERGARA  |  FRIDAY, 2 OCT 2020
The prudential regulator has lambasted superannuation funds for not taking underperformance seriously and failing to compare themselves accurately against their peers. APRA deputy chair Helen Rowell said that many superannuation funds are overlooking ...

Ardea IM announces research partnership

ALLY SELBY  |  TUESDAY, 8 SEP 2020
... our offering to clients and enhance our trade idea generation process," he said. "It is a key component of our strategic plan to prepare Ardea for a strong pipeline of long-term growth opportunities and ensure we maintain our highest standards of alpha ...

How to make sense of reporting season

ALLY SELBY  |  TUESDAY, 18 AUG 2020
As we reach a third of the way through Australia's reporting season, an advice and stockbroking group has identified three key trends that have so far emerged from the results. Wilsons Advisory noted that many of the companies that have reported thus ...

Calls for financial services to include procurement targets

ELIZA BAVIN  |  MONDAY, 3 AUG 2020
First Nations Foundation (FNF) has also called on the financial services industry to aim to include procurement targets in their Reconciliation Action Plan (RAP) development. The Indigenous-led not-for-profit promoting financial literacy made the call ...

FPA confirms redundancies

ELIZABETH MCARTHUR  |  THURSDAY, 28 MAY 2020
... engagement, public policy advocacy and consumer education," FPA chief executive Dante De Gori said. "As our five-year strategic plan was finalised it was natural to look at the team structure. I am personally grateful for everyone's contribution to the ...

ASX-listed brokerage appoints managing director

ALLY SELBY  |  MONDAY, 18 MAY 2020
An ASX-listed share trading platform has appointed a managing director. Robert Edgley has been appointed as the managing director of SelfWealth, after serving as a non-executive director and acting chief executive since November 26 last year. Edgley ...