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Showing 1331 - 1340 of 3847 results for "Plans"

New career move for ex-SuperConcepts head

ELIZABETH MCARTHUR  |  THURSDAY, 14 NOV 2019
... industry today and we look forward to the contributions his experience and leadership will bring to our firms bold future plans." Commenting on his appointment, Doulgeridis said: "I am excited to be working for Australia's leading SMSF Administration ...

ASIC to survey whistleblower policies

ELIZA BAVIN  |  THURSDAY, 14 NOV 2019
ASIC plans to survey whistleblower policies of a sample of companies next year. The regulator said it plans to review the selected companies compliance with the legal requirements outlined in the new whistleblower protection laws. This comes as ASIC ...

Trustee firm expands into fund administration

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2019
A trustee services and financial technology provider is continuing its rapid growth trajectory, unveiling plans for a full stack superannuation administration service to launch in early 2020. Sargon is expanding its offering, with plans to launch a ...

Link Group enters UK market

ELIZA BAVIN  |  WEDNESDAY, 13 NOV 2019
... Pensions chief executive Andrew Evans said the strategic partnership with Link significantly strengthens its global expansion plans while giving Link access to the UK retirement market. "Link Group has been at the forefront of administration in a very ...

CBA wealth boss to exit

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... focusing on implementing Royal Commission recommendations and remediating clients. It sold Count Financial, and announced plans to shut down Financial Wisdom in July. Also in July, Colonial First State was taken out of NewCo and reported to CBA's ...

Pengana to acquire stake in US firm

ELIZA BAVIN  |  THURSDAY, 7 NOV 2019
... into the US and working with Lizard founder Leah Zell is a major advantage and said they are ideal partners. "Our growth plans are based on the organisational and cultural alignment between Pengana and Lizard, the strength and experience of the Lizard ...

Sunsuper, QSuper confirm merger talks

HARRISON WORLEY  |  TUESDAY, 5 NOV 2019
... as the nation's largest super fund. In a joint statement, the $70 billion Sunsuper and $113 billion QSuper revealed plans to create a $183 billion super fund giant, with "preliminary, non-binding discussions" underway between the two. QSuper chair ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... interface," Wickham said. The company will integrate AdviserLogic's capabilities into its own products for advisers. It plans to keep all three applications. Gara will lead AdviserLogic's product development pipeline. Two projects that AdviserLogic ...

Platform hints at aggressive expansion

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... Michael Wright are out and he has hinted at an expansion plan for all of the firm's businesses, including adding more sub-plans to its superannuation offering. Xplore's quarterly results for September reported group funds under administration ...

AFCA delivers $185m in compensation

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... regional centres. The AFCA Financial Fairness Roadshow has been a success, according to Locke, who said the Roadshow has plans to tour the rest of Australia in 2020.