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Showing 1041 - 1050 of 3847 results for "Plans"

ACCC gives IOOF go ahead

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... nature of most of the relevant markets and strong constraints from remaining competitors," Ridgeway said. IOOF announced its plans in August to acquire 100% of MLC Wealth comprising its financial advice, platforms and asset management business for $1.44 ...

COVID-19 lockdown swells financial stress

ANNABELLE DICKSON  |  MONDAY, 14 DEC 2020
... stress caused by COVID as a motivator to take action to review their financial circumstances, put goals in place and make plans for the future," Owen said. "We know these actions can give people a greater sense of control, and significantly improve financial ...

Investec to close Aussie business

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
... team. The corporate advisory business will continue as an affiliate in Investec's network. Secondly, Investec Australia plans to fully transition the loan book (and associated investment portfolio) to the UK operations. Lastly, it is in advanced ...

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
The former head of advice for Shadforth has moved to Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was ...

New trustee for Student Super, NEOS Super

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
Two Tidswell Master Super plans, Student Super and NEOS Super Plan, will move trustees on December 18. Diversa Trustees will be the trustee of each fund from that point on. Diversa is part of the same group as Tidswell. Tidswell, Diversa and CCSL were ...

AMP Capital APAC managing director exits

JAMIE WILLIAMSON  |  FRIDAY, 4 DEC 2020
... wellbeing of our clients. This is something I will continue to be passionate about," Keary wrote in a LinkedIn post. He plans to take time out to focus on the PhD he is studying, focused on how the financial planning industry must adapt to changing customer ...

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... Management has entered into an agreement to acquire US-based asset and wealth manager Waddell & Reed Financial, Inc with further plans to offload part of the business to an advisory firm. The transaction values Waddell & Reed Financial at $25 per share ...

Coolabah to manage Contango fund

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... initial offer runs from today to December 18. It will list on the exchange via Chi-X. Contango Asset Management said it plans to grow the fund organically in the advised and self-directed markets. Late last year Pinnacle Investment Management bought ...

Pinnacle executive director steps back

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... the partnered boutique's boards on which he currently sits. In the transition, he will no longer be eligible for incentive plans, and will take home a fixed remuneration of $195,000 per year. He will also repay by 2020 the PNI-extended loans to participate ...

Funds' net-zero ambitions collide with Santos

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 DEC 2020
... shareholder expectations." Santos' public commitment to achieve net-zero is also out of step with the company's plans to expand gas and oil projects across Australia and Timor Sea. A planned $3.6 billion Santos gas field in Narrabri was approved ...