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Showing 1251 - 1260 of 18253 results for "Plan"

Vision Super closes property, infrastructure options

JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2024
... option. Finally, offering an update on the merger with Active Super, Vision Super chief executive Stephen Rowe said the funds "plan to have most activities finished before the end of the year." "When we return in the new year, we can then focus on business ...

Global X chief to step down

ANDREW MCKEAN  |  TUESDAY, 6 AUG 2024
... told Financial Standard that the search is centred on the long-term interests of the firm, its employees, and clients. "We plan to share more information in the very near future," the spokesperson said. The spokesperson, however, said the firm was unable ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
Statton Partners will join Wilsons Advisory Private Wealth division, adding the firm's clients, client assets and advisers to the business. The Statton Partners team will be moving into Wilsons Advisory's Sydney offices in the coming months ...

Institutional investors embracing crypto: GDF

MATTHEW WAI  |  FRIDAY, 2 AUG 2024
... all participants (93%) have handled Bitcoin in some shape or form. Meanwhile, 86% of those that have yet to do so said they plan to soon. At the moment, it is custodians that are most likely to be handling it. The study shows 67% of those already handling ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
A new report has identified how financial advice firms can bridge the value gap for prospective clients to get them on their books. Netwealth's 2024 Advisable Australian research, conducted in partnership with The Lab Strategy, found the barriers to ...

Most Australians proactively retire: Research

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
Two-thirds of Australians with guaranteed income streams are proactively retiring with fewer worries and are doing so to enjoy their twilight years, contrary to popular belief, a new study reveals. Research from Macquarie University's School of ...

FEAL names Fund Executive of the Year

MATTHEW WAI  |  FRIDAY, 2 AUG 2024
... choice. Congratulating Farrar on her achievement, FEAL's chair Brian Delaney said Farrar has "embarked on a strategic plan over several years that aimed at expanding the fund and enhancing member services, which led to an increase in both membership ...

GSFM appoints key account manager

JAMIE WILLIAMSON  |  THURSDAY, 1 AUG 2024
Joining from Macquarie, Lewis Bond is now key account manager for NSW and ACT. Bond will oversee financial adviser relationships in the states, bringing five years' experience with Macquarie Group. GSFM head of retail distribution Stephen Fletcher ...

Barings, Rest break ground on $400m investment

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
Barings and Rest have teamed up to start work on a planned $400 million logistics and industrial estate in Sydney's south-west industrial corridor. Access Logistics Park, a 20-hectare industrial site, was jointly purchased in April this year by Barings ...

New shadow assistant treasurer's vision for advice, super

ANDREW MCKEAN  |  WEDNESDAY, 31 JUL 2024
Shadow Assistant Treasurer Luke Howarth has reaffirmed the opposition unreservedly supports Michelle Levy's Quality of Advice Review (QAR) recommendations and wouldn't go back to the drawing board, at an event hosted by the Financial Services ...