Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1001 - 1010 of 18241 results for "Plan"

Wellington client exec departs

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
One of the world's largest privately held asset managers has farewelled a senior executive who has been with the firm for two decades. Charles Davies has retired from the $1.2 trillion investment manager where he was a relationship manager in the ...

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
The Financial Advice Association Australia (FAAA) has made a submission to the Senate Economics Committee inquiry into wealth management companies, highlighting financial advisers' concerns around the Compensation Scheme of Last Resort (CSLR). Specifically ...

ASFA names former ABC presenter as strategy chief

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
The Association of Superannuation Funds of Australia (ASFA) appointed Madeleine Morris to the newly created position of chief strategy, corporate affairs and experience officer. Morris has been working with ASFA since February this year as a strategy ...

Engage Financial launches practice management firm

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2024
... management, consulting, and sales enablement. "At Engage Practice Management, we help professional service firms do more than just plan-we help them crystallise their vision, get everyone on the same page and rowing in the same direction," Ridley said. ...

UniSuper names product head

ELIZABETH FRY  |  TUESDAY, 10 DEC 2024
... challenge, and he is deeply grateful for the opportunity to contribute to the fund's success. "As I take time to reset and plan for the next chapter, I'm excited about the future and the new opportunities. I look forward to continuing to make ...

Funds are 'getting back to basics', says report

ANDREW MCKEAN  |  TUESDAY, 10 DEC 2024
... infrastructure remained the most sought-after asset, with nearly 60% of respondents aiming to increase allocations, while over 40% plan to shift towards private credit or private equity in the next year or two. A quarter of surveyed funds, meanwhile ...

Settlement reached in Caddick class action

ELIZA BAVIN  |  MONDAY, 9 DEC 2024
A settlement has been reached in the class action filed in the Federal Court against auditors for SMSFs run by Melissa Caddick. The class action - led by Melbourne-based law firm Mackay Chapman - was filed on behalf of 21 original group members. Just ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
South Australian financial adviser Bruce Davis has been banned for seven years by ASIC. Davis, who was the sole director and responsible manager of Wise Investment Advisers, has been barred from providing financial services, controlling an entity that ...

NEOS updates medical definitions, labels

KARREN VERGARA  |  FRIDAY, 6 DEC 2024
... deficit and persisting neurological abnormalities). "These updated definitions will be immediately passed back to existing plan holders at no cost from the effective date. This means that at time of claim, we'll assess your client's claim against ...

HESTA names general manager of retirement

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
HESTA has named a general manager of retirement as 14% of its members get ready to retire in the next five years. Shannon O'Shea has been appointed to the role. She was previously general manager, new business and growth enablement, a position she ...