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Showing 1471 - 1480 of 3847 results for "Plans"

Actuaries Institute welcomes retirement income reforms

JAMIE WILLIAMSON  |  TUESDAY, 19 FEB 2019
... passage of legislative changes, Actuaries Institute Retirement Strategy Group convenor Andrew Boal said the institute welcomes plans to prioritise the development of a retirement income covenant, and that all superannuation funds should develop a retirement ...

BTFG restructure sees corporate super lead exit

JAMIE WILLIAMSON  |  FRIDAY, 15 FEB 2019
... the workplace super team, Englund was managing director of Securitor for about five years. The spokesperson said Englund plans to spend more time with his family and look to provide consultancy services to mid-large scale financial advice businesses. ...

Westpac mulls sale of in-house planners

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... spokesperson added. In the past two years, three major banks­ - ANZ, Commonwealth Bank and National Australia Bank - announced plans to divest wealth management arms. In November last year, Westpac chief executive Brian Hartzer also said the economics ...

Cardena Private Wealth names managing director

KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
... advisory firm and working as a consultant for the past three years. Djani will spearhead the firm's strategic growth plans and work closely with its financial advisers and staff to support client engagement activities, manage alliance relationships ...

HNWs to embrace alternatives in 2019: Fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
A boutique investment firm plans to allocate much of the $175 million it raised in 2018 to alternatives, anticipating family offices and private wealth advisers will increasingly do the same. Spire Capital raised $175 million in aggregate for three ...

Federation Asset Management appoints Equity Trustees

HARRISON WORLEY  |  THURSDAY, 31 JAN 2019
... said the appointment would allow the asset manager to focus its efforts on the things that matter. "As a new firm, with plans to invest in innovative growth areas, they need to put all their focus into building the investment strategy and the business ...

Formica finds new CEO role

DARREN SNYDER  |  WEDNESDAY, 30 JAN 2019
... likely occur over the next two years. However, after identifying Formica as a potential successor, the board accelerated its plans. In 2018, Formica resigned from Janus Henderson after the group's board thought it was more appropriate to have Dick Weil ...

New rules for UK retirement income products

JAMIE WILLIAMSON  |  TUESDAY, 29 JAN 2019
... years; a fund for those wishing to purchase an annuity; one for those seeing long-term income; and a fund for those with no plans to access the money for at least five years. A review by the FCA found many consumers are focused only on taking their tax-free ...

QIC signs US investment partnership

KANIKA SOOD  |  TUESDAY, 29 JAN 2019
... infrastructure partner Trent Carmichael told Financial Standard in an emailed response. The Brisbane-based investment giant plans to invest in major technology upgrades and in integrating mobile technologies into the parking services, designed to enhance ...

Franklin Templeton appoints head of retail

HARRISON WORLEY  |  FRIDAY, 25 JAN 2019
... expectations." Late last year the firm appointed Vivian Sun as a senior director of institutional business, and flagged its plans to expand its institutional retail advisory distribution teams. Damianakis' career spans more than 20 years, and includes ...