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Showing 13951 - 13960 of 18281 results for "Plan"

Industry backs ASIC 'super snapshot'

MICHAEL HOBBS | TUESDAY, 29 JUL 2008

Super fund industry bodies welcomed the Australian Securities and Investments Commission's (ASIC) consultation paper, declaring it will boost super fund member engagement and improve retirement savings. The consultation paper 101 Superannuation forecasts ...

Count buys $6m stake in Mortgage Choice

RUTH LIEW | MONDAY, 28 JUL 2008

Financial advice firm Count Financial has palmed a $6 million slice of Mortgage Choice as it ups its stake in the mortgage advice space. Count acquired a 4.9 per cent interest in the mortgage broker under the advice of Lehman Brothers, noted a statement ...

Hillross board siphons industry expertise

RUTH LIEW | MONDAY, 28 JUL 2008

Hillross has established a wealth management think tank to mitigate risk, create wealth protection strategies and fine tune the firm's operations in the investment space. Hilross recently unveilled its Technical Advice Board made up of industry experts ...

New Aus Ethical CIO aids expansion strategy

MICHAEL HOBBS | MONDAY, 28 JUL 2008

... addition, Halloran will assist Australian Ethical's push into the institutional sector, said Harding Davis. "It's part of our plan to move into the institutional area and expand our current client base into the mainstream," he said. "There's a pretty ...

NZ rules to target 'simple needs' investors

ALEX DUNNIN | FRIDAY, 25 JUL 2008

While the New Zealand commerce minister has welcomed the creation of nationally recognised qualifications for NZ financial planners, she has also outlined her intentions to separate advice regulation for sophisticated versus unsophisticated investors. ...

Hedge funds turn insto

RUTH LIEW | FRIDAY, 25 JUL 2008

The global hedge fund space is undergoing a period of radical change as large hedge funds become institutionalised, new research shows. According to international strategy consultancy Celent, large hedge funds are undergoing institutionalisation as ...

Tax free pension not without trade-offs

MICHAEL HOBBS | FRIDAY, 25 JUL 2008

Retirees with tax free pension accounts risk missing out on certain super fund payments handed to their dependents, according to a financial planning expert. Rudy Haddad, ING Australia national manager of technical services, sales and marketing, said ...

Finsia launches Career Portal

MICHELLE BALTAZAR | THURSDAY, 24 JUL 2008

The Financial Services Institute of Australasia (Finsia) takes another step towards addressing the country's talent drought when it launched a new service dedicated to those considering a career in financial services. Finsia has launched Career Portal ...

Deloitte pushes for cyber advisers

MICHAEL HOBBS | THURSDAY, 24 JUL 2008

Financial planners who don't exploit online technology could miss out, as technology savvy clients demand faster and more online-based services from them, according to Peter Williams, Deloitte Digital chief executive. Speaking at an IFSA Deloitte Future ...

NZX plugs into SWIFTNet

MICHAEL HOBBS | THURSDAY, 24 JUL 2008

... nine other financial institutions including, Macquarie Adviser Services, JP Morgan Chase Bank and Ausmaq announcing their plan to adopt SWIFTNet Funds in the next 12 to 18 months.

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Mercer Super chief executive steps down

RIDDHIMA TALWANI

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI

Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Rethinking default design in a changing market environment

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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