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Showing 1841 - 1850 of 18261 results for "Plan"

Largest pension funds see drop in assets: Research

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
The top 300 pension funds in the world, including 16 local super funds, have seen their assets drop for the first time since 2018. According to the Global Top 300 Pensions Funds report, conducted by Willis Towers Watson (WTW) and the Thinking Ahead ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... that it has initiated an acquisition strategy to bring in advice firms that share similar values - under an equity ownership plan. It believes this expansion will allow it to reach thousands more Australians at a time when the advice gap is widening. ...

AIST, ISA detail advocacy body to come of merger

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
... marketing campaigns on the body's behalf. The news follows AIST and ISA confirming the merger last month. On announcing the plan, AIST and ISA said the merged entity would represent profit-to-member superannuation funds and champion super fund member ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
NowInfinity, part of Class, has added new features to its SMSF trust deed. The new product features enhance its current SMSF deed and consolidate its position as the industry benchmark for SMSF documentation. Further, the deed will act as the cornerstone ...

NGS Super to debut retirement income product

KARREN VERGARA  |  MONDAY, 11 SEP 2023
NGS Super is set to launch a new retirement product this November in a bid to help decumulation phase members retire with confidence. NGS Super chief executive Natalie Previtera told Financial Standard that the $14.2 billion superannuation fund will ...

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
The highly anticipated legislation that recognises veteran financial advisers as professionals and exempts them from undertaking further qualifications has passed both houses of parliament. The Labor government passed Treasury Laws Amendment (2023 Measures ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
Spark Financial has partnered with two fintechs in a bid to help its financial advisers drive client growth. Oko Adviser, a sustainability investing platform that uses advance analytics to source aligned solutions and avoid greenwashing among ETFs ...

Australian Retirement Trust hunts new chief executive

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
Having successfully seen through the merger that created Australian Retirement Trust as well as several others that have swelled the fund to $260 billion, chief executive Bernard Reilly is set to leave. Reilly has notified the ART board of his intention ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
Hybrid advice provider Life Sherpa is partnering with OpenInvest to offer a low-cost managed investment portfolio solution for clients with low balances. With a minimum investment of $5000, the offering comprises four diversified portfolios with a range ...

Macquarie flags asset management challenges

CASSANDRA BALDINI  |  THURSDAY, 7 SEP 2023
... from $3.029 million in FY22. Providing a regulatory update, Macquarie said it's been working with APRA on a remediation plan that strengthens its governance, culture, structure, and enumeration to ensure full and ongoing compliance with prudential ...