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Showing 1551 - 1560 of 3847 results for "Plans"

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... needs of digital clients by offering a personal financial management site or application, delivering non-generic financial plans, and communicating via sophisticated technology, the paper said. At a recent Advice Intelligence roundtable, FPA head of ...

Victorian super funds discuss merger plans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
Two Victorian industry superannuation funds are in talks to merge, highlighting the benefits of scale to about 120,000 members. Prime Super and Combined Super have signed a memorandum of understanding, announcing the two funds are in advanced merger ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... Flint told shareholders that after "a period of restructuring, it is now time for HSBC to get back into growth mode." Flint plans to ramp up growth strategies across Asia, namely strengthening the Hong Kong operation and investing in wealth, which includes ...

Global regulation hub launched for asset managers

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... Austria, Finland, Germany, Ireland, Italy, Liechtenstein, Luxembourg, Malta, Portugal, Spain, Sweden, and the UK. Zeidler plans to release further jurisdictions in batches over the coming months, including Australia. The firm's goal is to cover 45 jurisdictions ...

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
... Shaw and Partners, an investment and wealth management firm with $15 billion in assets under advice, has scrapped current plans for its potential managed accounts partnership with an ASX-listed provider. In its most recent business update, Managed Accounts ...

CBA restructures executive leadership

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
Commonwealth Bank made a raft of changes to its executive lineup following the announcement of plans to demerge its wealth management business. Current chief risk officer David Cohen has been promoted to deputy chief executive, charged with leading ...

Super startup returns to drawing board

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
Female-focused superannuation startup Human Super confirmed its launch plans are on hold as well as the departure of its chief executive after eight months in the role. Human Super interim chair Jeremy Levy told Financial Standard the venture is still ...

Priestley resigns from ASX, Future Fund boards

KANIKA SOOD  |  TUESDAY, 19 JUN 2018
... was chosen to replace Steven Harker who had finished a five-year term. Neither the ASX nor the Future Fund has announced plans for Priestley's replacements on their respective boards.

Pension fund becomes green lender

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... in eligible green assets that position the fund for continued success." The green bond will form part of CPPIB's broader plans to invest about $4 billion into renewable energies as a means of positioning itself for the anticipated global transition to ...

Chapmans passes on blockchain investment

KANIKA SOOD  |  MONDAY, 4 JUN 2018
... wishes to confirm that it will not proceed with the fourth and final US$1m tranche based on Securrency not proceeding with plans to list on the TSX Venture Exchange (TSX) to Chapman's satisfaction," Chapmans said in company filings today. Chapmans ...