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Showing 1111 - 1120 of 18243 results for "Plan"

Consultant hires investment solution head

MATTHEW WAI  |  THURSDAY, 17 OCT 2024
... enhance our investment solutions and deliver exceptional value to our clients." The announcement follows Genium's continuous plan to expand its team, having hired two executives from Morningstar earlier in the year to bolster its research division. "We're ...

Australia's retirement system slides down rankings

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... exception," Knox said. "Greater encouragement of retirement income streams will give aging Australians more confidence to plan, spend, and in turn, improve their wellbeing in their golden years." "A focus on retirement income is the most significant ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... Australians have wealth goals, but the number who use a financial adviser remains low. "It's so important to pre-empt and plan for future challenges, whether they're related to government policy issues, legislative changes, using the right tools and ...

EBC expands local offerings to HNWIs, instos

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
UK wealth management and brokerage firm EBC Financial Group (EBC) has scored a new AFS Licence (AFSL) and is ready to take on institutional investors and Australia's growing high-net-worth population. London-based EBC provides financial brokerage, asset ...

Nest plans retirement income play

JAMIE WILLIAMSON  |  TUESDAY, 15 OCT 2024
Nest, the UK's largest defined contribution workplace pension scheme by members, will work with WTW and Hymans Robertson to develop a retirement offering. It's estimated that in the coming years one in three UK workers will have pension savings with ...

HUB24 share price, FUA skyrocket

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
HUB24's funds under administration (FUA) hit $113 billion at the end of September while its share price jumped 400% in the last five years. Inflows and the current bull market continue to bolster the platforms business. It recorded net inflows of $4 ...

Super Members Council names deputy chief

JAMIE WILLIAMSON  |  MONDAY, 14 OCT 2024
... chief executive, Brumby will work closely with chief executive Misha Schubert to deliver on the lobby group's priorities and plan for the business. "Georgia's appointment as deputy chief executive recognises her leadership role at SMC that advocates ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
One of the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals ...

IFM Investors loses top executive

ELIZABETH FRY  |  FRIDAY, 11 OCT 2024
IFM Investors' high-profile chief operating officer Lounarda David has quit the pension-owned infrastructure and private equity specialist. David plans to take a short break before deciding what to do next - probably until after the Christmas holiday ...

ASIC cancels fewer AFSLs in FY24

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
ASIC cancelled or suspended 239 AFS licences (AFSLs) in the 2024 financial year, which is 9% lower than the prior period. Report 797 Licensing and professional registration activities, which tracks licensing and professional registration activities ...