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

Search Results

Showing 121 - 130 of 225 results for "Strategic Plan"

Financial advice firm grows

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
... Whittaker Macnaught has acquired Warren McHattan Financial Services in Parramatta, putting into motion a broader strategic plan called EWM4.0. "We have thought about the advice business we would design if we were a 2019 start-up and we are on schedule ...

Ariel Investments promotes president

KARREN VERGARA  |  MONDAY, 22 JUL 2019
Ariel Investments has promoted its long-serving president to co-chief executive as part of its succession plan. Mellody Hobson is now president and co-chief executive of the Chicago-based fund manager. Since taking on the new title in July, Hobson is ...

APRA sticks to rigid member outcomes deadline

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
The prudential regulator has set high expectations for trustees to meet the inaugural annual outcomes assessment, which is less than six months away. While consultation for prudential standard Strategic Planning and Member Outcomes (SPS 515) is underway ...

Associations raise member outcomes concern

KARREN VERGARA  |  FRIDAY, 21 JUN 2019
Superannuation industry associations are voicing their concerns over the proposed member outcomes framework, worried there is a disconnect between the law and APRA's expectations. APRA is busy working through submissions for Prudential Standard ...

New leadership for fund manager

ELIZABETH MCARTHUR  |  FRIDAY, 21 JUN 2019
A $6 billion ASX listed fund manager announced the appointment of a new chief executive and head of funds management. Centuria Capital announced Jason Huljich will step into a joint chief executive role alongside John McBain, who remains in a full-time ...

APRA amends member outcomes standard

KARREN VERGARA  |  THURSDAY, 2 MAY 2019
APRA has revised its member outcomes framework to complement the new Bill that passed in April and is now seeking consultation. Following the passage of Treasury Laws Amendment (Improving Accountability and Member Outcomes in Superannuation Measures ...

Superannuation fund names innovation, transformation lead

KARREN VERGARA  |  THURSDAY, 18 APR 2019
A $50 billion superannuation fund has appointed an innovation and transformation lead and finalised its leadership restructure. Jeremy Hubbard joins as group executive of innovation and transformation, responsible for executing Rest's business strategy ...

Industry fund adds board directors

ELIZABETH MCARTHUR  |  MONDAY, 8 APR 2019
A $14.5 billion industry superannuation fund has added two new members to its board of directors, which now only comprises 10 seats. CareSuper has welcomed Linda Scott and Robert Potter, following the retirements of long-serving directors Cate Wood ...

APRA warns trustees on expectations

ELIZABETH MCARTHUR  |  THURSDAY, 28 MAR 2019
In a letter to trustees APRA has clearly outlined expectations following the Royal Commission. The letter, from APRA deputy chairwoman Helen Rowell, said that the Royal Commission was a pivotal point for the financial services sector - including the ...

Multi-affiliate revamps, changes name

ELIZABETH MCARTHUR  |  THURSDAY, 28 MAR 2019
... ability to access the best solutions for clients from around the world, he said. McIntyre added: "Our long-term strategic plan is based on developing enduring partnerships with clients and partners, both locally and internationally, to offer investments ...