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

Search Results

Showing 141 - 150 of 222 results for "Strategic Plan"

JANA wins $30bn public sector mandate

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
... funds under management and number of clients. The asset consulting review formed a key part of the organisation's strategic plan, she said. Townsend added she was pleased with the high quality of tenders from participating firms. "JANA is an organisation ...

Eaton Vance subsidiary appoints COO

ALEX BURKE  |  TUESDAY, 9 JAN 2018
... who will make significant contributions to Calvert's innovative research processes, intellectual capital and our strategic plan for sustained, long-term growth of Calvert's business." Last year, Calvert announced it would be assisting in underwriting ...

APRA unveils proposed RSE reform package

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2017
APRA has announced a raft of proposed changes that will ensure registrable superannuation entities are ultimately delivering the best outcomes for members. The regulator said it is ramping up its scrutiny of the performance and efficiency of RSE's business ...

China industrial profits surge

BENJAMIN ONG  |  THURSDAY, 28 SEP 2017
... people-oriented development thought should be implemented to solve the conspicuous problems faced by the country and a strategic plan should be made for the causes of the Party and the country to promote balanced economic, political, cultural, social ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
A former National Australia Bank executive has joined Equity Trustees as its new general manager of charitable trusts and philanthropy. Jodi Kennedy joins the firm's trustee and wealth services division from NAB where she was head of community engagement ...

Leadership restructure for Grant Samuel

JAMIE WILLIAMSON  |  TUESDAY, 20 JUN 2017
... Charles Levinge will report directly to McIntyre. McKinnon said the restructure is part of the business' long-term strategic plan, ensuring its continued growth and success. "As executive chair I remain committed to the business in a day-to-day capacity. ...

Governance professional joins SMSFA board

EMMA RAPAPORT  |  THURSDAY, 1 JUN 2017
... the financial services sector," Gale said. "She understands the critical importance of the Association's 2016-20 Strategic Plan, with its focus on high professional standards, education for SMSF specialists and trustees, and the need for sound, long-term ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
AZ Next Generation Advisory's acquisition of a Cairns-based financial advice practice brings the firm's total assets under management to about $5 billion. The binding purchase agreement with Menico Tuck Parrish Financial Services (MTPFS), established ...

Advice practices need succession plan: Research

DARREN SNYDER  |  MONDAY, 1 MAY 2017
Financial advice practices remain bullish on business outlook but few hold any long-term strategic plans to capitalise on expected industry growth. A report published by knowITdigital and Business Health shows one-third of advice practices have a long-term ...

Think carefully before internalising investment: PwC

EMMA RAPAPORT  |  THURSDAY, 20 APR 2017
Industry consultant PwC is reaffirming the view that superannuation funds should think carefully before internalising investment management. In its latest paper, Internal Investment Management - Yes or No?, PwC notes while there may be many good reasons ...