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Showing 1411 - 1420 of 18255 results for "Plan"

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
Bell Financial Group has today launched Tandem Securities, an end-to-end platform that provides wholesale and institutional clients with trading, clearing, and investment services. Bell Direct chief executive Lee Muco told Financial Standard at the ...

Spaceship expands Voyager suite

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
... portfolios comes as Spaceship Super readies to be transferred to OneSuper this week. Spaceship Super was launched in 2017 as a sub-plan of the Tidswell Master Superannuation Plan. At the time, it had a waitlist of roughly 22,000 members that it hoped ...

Former super fund adviser receives permanent ban

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
A financial adviser, who worked at several major superannuation funds, has been permanently banned after he tried to persuade clients to transfer their retirement savings into a bank account he controlled. Effective May 10, Kudzanai Philip Dzawo of ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
While the US is at the forefront of financial advisers leveraging the best technology available, Australia's advice industry cannot be left behind and should learn from the blueprint it has laid out, investment experts told the Stockbrokers and Investment ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
The Financial Advice Association of Australia (FAAA) has called on the Federal government to better manage costs across the Compensation Scheme of Last Resort (CSLR) and implement a fairer ASIC funding levy for advisers. In its pre-budget submission ...

Rest adds to C-suite with new appointment

ELIZA BAVIN  |  MONDAY, 13 MAY 2024
... past three years and was instrumental in creating Rest's values and behaviours framework, a key enabler of our strategic plan. "I'm honoured and excited to be appointed chief people officer at Rest," Murrell said. "The Rest team is dedicated to making ...

Rahmani takes up post at Magellan

KARREN VERGARA  |  MONDAY, 13 MAY 2024
Sophia Rahmani officially took over as managing director of Magellan Asset Management as of today. As announced in February, Rahmani will step into the role of chief executive in 12 months' time. As managing director, Rahmani oversees all aspects ...

Chalmers makes bold inflation prediction

ELIZA BAVIN  |  MONDAY, 13 MAY 2024
... the government is expecting inflation to fall more quickly is because their modelling takes into account the measures they plan to introduce in the Federal Budget. "That'll be the difference, frankly, between the Reserve Bank's forecasts and our forecasts ...

AFCA finds more Dixon Advisory victims

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
The Australian Financial Complaints Authority (AFCA) added 544 more Dixon Advisory-specific victims to total 2492 complaints at the end of April, which will further exacerbate the costs and levy financial advisers must pay. The Financial Advice Association ...

Senior Cbus investment manager exits

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... markets and portfolio execution, and quantitative solutions teams. His appointment was part of the superannuation fund's plan to internalise its investment structure. "This appointment further strengthens our overall investment capability and continues ...