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Showing 91 - 100 of 225 results for "Strategic Plan"

CountPlus acquires tech solution

ELIZABETH MCARTHUR  |  MONDAY, 31 MAY 2021
... CountPlus said the acquisition will enhance the range of services available to its member firms and is aligned with its strategic plan to deliver services that speed up the advice process. Wealth Axis managing director Mikel Guyetsky will remain in his ...

Hostplus eyes Intrust merger

KANIKA SOOD, ELIZABETH MCARTHUR  |  FRIDAY, 21 MAY 2021
... membership that is close to both its key industries, and in a state it has eyed for a long time. Hostplus' strategic plan for FY18 to FY20 presented to its board identified Queensland as a core market for growing funds under management. The board ...

Raw truth on merger process: Panel

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 MAY 2021
... Super is "open for business" when it comes to the possibility of merging with more funds. "It is absolutely in our strategic plan to do more but what we've undertaken is a very, very big merger and we need to settle for a little while," Turner said. ...

Natixis IM appoints chief executive

ANNABELLE DICKSON  |  FRIDAY, 9 APR 2021
... asset managers and new areas of expertise," Namias said. Namias added that the firm is preparing to launch its new strategic plan for the period up to 2020 and Ryan's appointment will boost the asset and wealth management business and ESG strategy. ...

Mason Stevens bolsters Melbourne team

ANNABELLE DICKSON  |  WEDNESDAY, 31 MAR 2021
Mason Stevens is continuing to build out its Melbourne office with the appointment of a sales director from Challenger. David Johnson, who will be based in Melbourne, spent over four years at Challenger as state manager for Victoria and as a senior ...

Admin fees could balloon from BFID

KARREN VERGARA  |  TUESDAY, 16 MAR 2021
The new best financial interests duty (BFID) could see members pay higher administration fees as the record-keeping obligations ramp up, superannuation funds and industry experts warn. The reforms, which are part of the Your Future Your Super legislation ...

Sequoia completes acquisitions

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
Seqouia Financial Group's subsidiary Docs Centre has completed the acquisition of corporate registry firm Panthercorp from Easton Investments and finalised a purchase of assets. The integrated financial services company funded the $1.7 million purchase ...

Boards suffer from disconnect between risk, strategy

ELIZA BAVIN  |  WEDNESDAY, 20 JAN 2021
New research from Deloitte has found there is a disconnect between boards' risk appetite and effective strategic planning, which it said is threatening companies' ability to take on risk. The report, Refocus on Risk to Thrive, was based on interviews ...

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 ...