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Showing 1291 - 1300 of 3847 results for "Plans"

Former CFS GAM head in new venture

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
... long-term, sustainable and purposeful allocation of capital." In a recent update and business plan presentation Altiorem revealed plans to bring on student volunteers as contributors, create a mentoring network and a membership system. The targets of ...

Fidelity backs personality tests

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
Fidelity has revealed plans to roll out client personality tests to financial advisers. The international fund manager released its Value of Advice report this week, with research from CoreData, which included insights into the personality types of ...

BlackRock shuts ASX-listed ETF

KANIKA SOOD  |  THURSDAY, 30 JAN 2020
BlackRock has informed investors of its plans to wind up an ASX-listed exchange traded fund following lacklustre demand. The iShares MSCI Taiwan ETF (ITW) started trading in Australia in November 2007 and at the end of last year had $5.65 million in ...

UK regulator fined for pension failure

HARRISON WORLEY  |  TUESDAY, 28 JAN 2020
... are required to contain a "considerable amount of clearly specified and detailed information" for members of UK pension plans. As reported by the Financial Times, an FCA statement on the matter said the pension plan trustee has moved to rectify the failing. ...

Meet the Sydney boutique beating Magellan's returns

KANIKA SOOD  |  FRIDAY, 24 JAN 2020
... "approved" rating from Zenith last year. Arnold is expecting to add another analyst in the coming weeks, but says has no plans to do another global equities strategy.

Netwealth to tap growing HNW demand

HARRISON WORLEY  |  FRIDAY, 24 JAN 2020
... advantage of growing demand among high net-worth and private wealth investors for sophisticated platform offerings, with plans afoot for the launch of a premium product within months. The $28 billion platform is set to launch a new "Premium" offering ...

Boutique shuts doors

KANIKA SOOD  |  FRIDAY, 24 JAN 2020
... institutional investors. Avoca has now decided to close the business, after two key institutional investors indicated their plans to pull money. "Exact timing is being finalised, ensuring the process is conducive to our investors' needs," Bennelong Funds ...

New super fund targets millennials

ELIZABETH MCARTHUR  |  TUESDAY, 21 JAN 2020
... relatively high fees, expensive insurance and big ambitions. Elevate Super launched today, after Financial Standard revealed its plans last week. The group insurer for the fund is Hannover Re and the fund managers mandated so far are Nanuk Asset Management ...

Opt-out super to hit workers: ISA

HARRISON WORLEY  |  TUESDAY, 21 JAN 2020
New Industry Super Australia research claims to show plans to make superannuation optional for low-income workers is nothing more than a tax grab. According to ISA's latest analysis, low-income workers in New South Wales who chose to take their superannuation ...

HUB24 leans into innovation

HARRISON WORLEY  |  TUESDAY, 21 JAN 2020
HUB24 continues to establish itself as a market leader when it comes to its use of technology, with plans afoot for a new innovation lab to help clients improve their practice management outcomes. It has also restructured some of its operations. Announcing ...