Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1361 - 1370 of 18257 results for "Plan"

Emissions data demand drives tech growth

ROSE MARY PETRASS  |  TUESDAY, 4 JUN 2024
... when allocators and fund managers need to develop transition-management plans. "You cannot build a transition management plan based on estimates." To ensure confidentiality of sensitive information, the tech is based on PCAF-aligned output through a ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... the values that each of our businesses held dear, centred on marrying deeply personal relationships with integrity. As we plan to expand further, we will be looking to partner with and acquire other firms that share these values and our aspirations," ...

HESTA pushes for expediated advice reforms

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
HESTA has reported a "real shift" in how its members want to engage with their superannuation, leading it to urge the government to release tranche two of the Quality of Advice Review reforms. The $89 billion industry fund noted a strong demand for ...

Generation Development Group to take over Lonsec

KARREN VERGARA  |  MONDAY, 3 JUN 2024
Lonsec Holdings will have a new parent company as Generation Development Group (GDG) is due to acquire the remaining stake in the research and ratings house. GDG will scoop up an additional 61.9% stake in Lonsec valued at $197.4 million. About $155.4 ...

Equip Super names chief experience officer

KARREN VERGARA  |  MONDAY, 3 JUN 2024
Equip Super appointed its inaugural chief experience officer (CXO), previously at legalsuper. Carrie Norman joins Equip on June 11. She most recently spent more than three years at legalsuper where she was chief member officer and an executive of member ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
SWA Financial Planning's Nathan Purnell has won the latest Gwen Fletcher Memorial Award. Purnell, a financial adviser at the Wollongong-based firm, won the nod for the first semester of 2024. Purnell has been with SWA since February 2017 and appointed ...

Brookfield bids for majority stake in Neoen

ANDREW MCKEAN  |  FRIDAY, 31 MAY 2024
Brookfield and its institutional partners have lobbed a bid to acquire a 53% majority stake in French renewable energy company Neoen from current owners, including Impala, the investment vehicle of French entrepreneur Jacques Veyrat and his family ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
A former Viridian Advisory financial adviser has stepped out to launch a new venture, Freshwater Wealth, which caters to high-net-worth individuals. Sydney-based founder and partner Roger Perrett set up Freshwater Wealth, which is licensed by Centrepoint ...

Forged documents see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 30 MAY 2024
A former Capstone Financial Planning adviser who forged clients' signatures to steal from them is now permanently banned. Christopher Nairn was found by ASIC to have falsified numerous documents by forging client signatures to gain access to and misappropriate ...

Super fund engagement peaks among members with $250k+ balances: Report

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
An Investment Trends report has identified a clear inflection point for member engagement with superannuation funds. The 2024 Super Member Engagement report, based on a survey of 10,886 respondents, provided an analysis of member attitudes, satisfaction ...