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Showing 151 - 160 of 225 results for "Strategic Plan"

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 ...

New head of advice for industry fund

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
The Australian Catholic Superannuation and Retirement Fund welcomed a new head of financial advice. Tim Poole, a former leader within the fund's planning team, has been promoted to the newly restructured financial advice division. Poole joined Australian ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... a solid base to grow the award winning client services of HLB Mann Judd to more people, in accordance with our strategic plan. Our current strong audit, accounting and business advisory services will be complemented by an expanded wealth management offering." ...

NGS cuts ties with CommInsure

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2016
NGS Super has terminated its longstanding partnership with CommInsure, awarding the mandate for its insurance offering to a rival life company. Following an in-depth tender process, the mandate has been secured by TAL; ending NGS's 28 year relationship ...

NAS renews $7 billion mandate

ALEX BURKE  |  WEDNESDAY, 21 SEP 2016
NAB Asset Servicing has secured a $7 billion custody mandate following a review. Equip Super has used NAS as its custody provider for 24 years; NAB executive general manager asset servicing John Comito said he was "excited that Equip Super has chosen ...

Omniwealth acquires mortgage broker

DARREN SNYDER  |  FRIDAY, 2 SEP 2016
... Westminster Finance and Business Solutions was an opportunity to partner with an experienced operator. "As part of our strategic plan we needed our mortgage and finance division to be big enough to handle our forecast growth, and there is no better way ...

PROFILE: Qantas Super chief executive Michael Clancy

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... 2015, Clancy says his 100-day plan was four fold: to listen, to learn, to build relationships, and then develop a strategic plan for the next three to five years. He adds one of the great attributes about Qantas Super, on top of being part of an iconic ...

VicSuper chief wins FEAL award

MARK SMITH  |  THURSDAY, 4 AUG 2016
VicSuper chief executive Michael Dundon has been named the Fund Executive Association Limited (FEAL) Fund Executive of the Year. The 15th annual Fund Executive of the Year award was presented at a FEAL members' dinner at the Sheraton on the Park in ...