Search Results | Showing 91 - 100 of 1168 results for %22FF Planning Solutions%22 |
| | | ... Perry. More than half (54%) of APAC investors plan to increase portfolio liquidity over the next 12 months, with 79% planning to increase allocations to private markets over the next five years. This number is even higher for APAC insurers, 90% of whom ... |
| | | | ... delivery of custodial SMS alongside its proprietary non-custodial service. The second objective is to provide financial planning practice clients with the first fully integrated end-to-end solution. This will enable advisers to deliver advice seamlessly ... |
| | | | The Council of Australian Life Insurers has welcomed the former policy head of the Financial Planning Association of Australia to its leadership ranks. Ben Marshan will join CALI on March 27 as director of policy and industry affairs, following an announcement ... |
| | | | ... its platform on March 21 and other platforms will follow. Morningstar head of institutional portfolio management and solutions Jody Fitzgerald said the portfolios use both active and passive strategies where appropriate. "Within each asset class, we ... |
| | | | ... Sustainability along with FS Super - The Journal of Superannuation Management and FS Advice - The Australian Journal of Financial Planning, as well as the broader Australian business community will have a say in recognising the breadth and diversity ... |
| | | | ... "trashing" some of the key FoFA reforms. "We should focus our advocacy attention on achieving a package of obvious quick win solutions, that will deliver material improvements for financial advice clients," he said. "Who could possibly disagree with ... |
| | | | ... pitching to corporate customers like larger licensees and superannuation funds. The report notes a rapid increase in advice planning software providers for Australian financial advisers, including many global players driven by a desire for scale. Finura ... |
| | | | ... 12 months, Australian chief financial officers have seen increased responsibilities in identifying strategy and future planning (80%), digital transformation (80%) and diversity, equity, and inclusion (DEI) initiatives (78%). Almost all chief financial ... |
| | | | Melinda Huggins is the new executive general manager of TelstraSuper's financial planning arm. Huggins brings over 30 years of experience in leadership, change management and financial services, with previous senior roles at Perpetual, Macquarie Bank ... |
| | | | ... manager is undertaking a review of its offerings globally, having last year confirmed to Investment Week that it was planning to merge or terminate at least 100 funds. In December, the local Absolute Return Global Bond Strategies Fund was also shuttered. ... |
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