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Showing 151 - 160 of 3847 results for "Plans"

Equip Super rejigs insurance fees, policy terms

KARREN VERGARA  |  WEDNESDAY, 3 SEP 2025
... members will see their premiums reduce for total and permanent disablement (TPD) cover. This excludes BOC and Rio Tinto plans. The cost of TPD cover will be lower by 2.8%. Defined benefit members with voluntary cover will also see a premium reduction ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... personal values. The report stated that advisers who actively discuss clients' values and incorporate them into financial plans can stand out in a crowded market.

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices, including AMD Chartered Accountants and AH Jackson ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... strong foundation for this, supported by a simplified operating model and a clear focus on execution." Hartley said the group plans to continue reducing costs, further simplify the Master Trust business, continue the roll-out of MLC Retirement Boost ...

Perpetual flags $153.7m impairment

ELIZA BAVIN  |  THURSDAY, 21 AUG 2025
... In its Q4 update in July, Perpetual flagged the continued outflows from the UK-based boutique, saying it was accelerating plans to reinvigorate the business. Perpetual said this reinvigoration would include product rationalisation and identifying new ...

Funds SA pushes for efficiencies with AI targets

JAMIE WILLIAMSON  |  TUESDAY, 19 AUG 2025
Targets around the use of artificial intelligence (AI) will be baked into the performance plans of every staff member at the centralised investment manager. Funds SA is rolling out an AI strategy, aimed at boosting efficiencies and productivity within ...

Iress hunts for new chief, takeover talks progress

KARREN VERGARA  |  MONDAY, 18 AUG 2025
Iress is ramping up its succession plans to replace managing director and chief executive Marcus Price while in the thick of takeover talks with Blackstone and Thoma Bravo. Iress provided an update on Price's future with the company this morning, saying ...

WAM eyes Platinum LIC

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... manage PMC's portfolio using L1 Capital's Global Long Short Investment strategy (GLSF). Under its new management, WAM plans to manage PMC's investment portfolio using the strategy used by WAM Global, also an ASX-listed LIC under WGB. This ...

Elanor rebuffs Lederer's governance concerns

KARREN VERGARA  |  WEDNESDAY, 13 AUG 2025
... assertions made by Lederer in its proposal "in this regard are factually incorrect." Elsewhere, the group is progressing with its plans with Rockworth Capital Partners, which will invest up to $125 million into Elanor. Elanor will also acquire the Firmus ...

Trump signs order to open 401(k)s to private markets

JAMIE WILLIAMSON  |  FRIDAY, 8 AUG 2025
... US President Donald Trump signed an executive order to allow alternative assets, including cryptocurrencies, into 401(k) plans. The order calls for a review of the Department of Labor's guidance on fiduciaries' duties in relation to alternative assets ...