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Showing 1431 - 1440 of 18253 results for "Plan"

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
Australian Retirement Trust (ART) has revamped its advice, guidance and education team and created two new leadership roles. ART executive general manager for advice, guidance and education Anne Fuchs said the new team structure will best position the ...

Mercer rolls out new corporate super plan

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
Mercer Super has launched a new corporate superannuation plan for employers of all sizes called Mercer Business Super. Mercer Super chief executive Tim Barber told Financial Standard that historically, Mercer Super Trust's "bread and butter" has been ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
High-net-worth (HNW) investors are the largest market for alternative assets, drawn by the potential for diversified risk-adjusted returns and superior yields in an environment where traditional investments may underperform, according to a report by ...

Poor investment governance costly for asset owners, members: KPMG, Frontier

ANDREW MCKEAN  |  WEDNESDAY, 1 MAY 2024
... of short-term time periods. Interestingly the top challenges nominated by asset owners were establishing a clear mission plan for investments; and having a plan that everyone understands and buys into. "Governance practices which have services us well ...

AustralianSuper announces insurance changes

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
... AustralianSuper said. Members under the age of 25 who have made certain changes to their insurance cover in AustralianSuper plan, GHD Superannuation Plan, Super Options, Personal Plan and Australian Super Select plans with age-based basic cover will ...

Qantas Super boosts ag assets by $200m

KARREN VERGARA  |  WEDNESDAY, 1 MAY 2024
... high quality investment opportunities that offer strong long-term returns. As agriculture specialists GO.FARM has a clear plan to drive productivity gains, responsible agricultural practices and generate returns for investors. We're excited about what ...

Brighter Super to close socially responsible options

JAMIE WILLIAMSON  |  TUESDAY, 30 APR 2024
Brighter Super is shuttering both of its responsible investment options, saying it is in the best interests of members. It comes as the fund streamlines its investment menu to offer just one set of options. Following a review of its investment options ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
This year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access ...

Almost one third fail adviser exam

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Nearly one third (30%) of candidates who sat the latest round of the Financial Advisers Exam failed. A total of 298 candidates sat the 24 th exam, which is mandatory for those who want to practice as a financial adviser. The majority (77%) sat the exam ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... entrepreneurial legacy to continue. However, only two thirds have a proper governance structure to facilitate the succession plan. The strategies in how family offices prepare the next generation vary as the definition of "legacy" also vary. Common among ...