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Showing 1061 - 1070 of 18243 results for "Plan"

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... key in meeting client demands in the future. This is behind exchange-traded funds (ETFs), which 79% of wealthy investors plan to allocate to in the future. They also see themselves investing more in ESG-related products (33%) and structured products ...

Platinum exec pay hit with second strike

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... AGM, shareholders also rejected the proposal to grant Peters deferred rights under the company's deferred remuneration plan. They did, however, approve the elections of Rachel Grimes and James Simpson as directors. Last month, 88% of Perpetual shareholders ...

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ...

AMP makes operations, product, strategy hires

MATTHEW WAI  |  TUESDAY, 12 NOV 2024
AMP has added three leadership roles to North's client servicing, investment operations and managed portfolios capabilities. Sharyn Baker has joined as director of operations, working alongside Mike Way who was appointed earlier this year as director ...

Platinum seeks insto managers, new asset classes

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
... that operate in asset classes that it currently does not invest in, a strategy flagged in late August. Elaborating on the plan today, Peters said the latter strategy is different to Pinnacle's business model and Magellan's play, which acquired ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
The Australian Wealth Advisors Group (AWAG) and Teaminvest Private Group (TIP) have partnered to launch the Succession Lending Fund. The fund was designed to address the growing need for succession planning within the accounting and financial planning ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ...

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
Evalesco Financial Services and Principal Edge Financial Services have announced a strategic merger. Evalesco chief executive Jeff Thurecht will lead the combined business as chief executive, alongside director Marshall Brentnall and general manager ...

Head of strategy exits Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 8 NOV 2024
... strategy upon the merger of Sunsuper and QSuper in 2022. As the head of strategy, Andrew Ko wrote ART's long-term strategic plan. For three years, Ko was responsible for strategy development, corporate performance management and execution of initiatives ...

Payton Capital eyes 'extensive growth', hires four

MATTHEW WAI  |  FRIDAY, 8 NOV 2024
The real estate fund manager is extending its footprint, establishing a presence in Perth and adding a second Queensland office. Payton Capital has opened an office in Perth and another in the Gold Coast, also announcing four appointees to take the ...