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

Search Results

Showing 1991 - 2000 of 18261 results for "Plan"

Asset managers ride the storm: Research

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
While recent volatility has undoubtedly rattled the investment management landscape, it hasn't deterred asset managers from their future plans, according to a recent global study. The study, conducted by Coalition Greenwich in partnership with Northern ...

FSCP hands down second order, audits adviser

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2023
The Financial Services and Credit Panel has ordered an audit of a financial adviser who carelessly recommended a client switch superannuation funds. Releasing its second determination since it launched, the FSCP said the unnamed adviser, only referred ...

Family office manager names first chief executive

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
Alvia Asset Partners has welcomed its very first chief executive in Nathan Robertson, as it implements a growth initiative aimed at servicing other areas of the industry. Robertson brings over two decades of experience in financial services, most recently ...

Ontario Teachers' appoints head of APAC

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
Ontario Teachers' Pension Plan (OTPP) has named Bruce Crane as its new executive managing director and head of Asia Pacific, succeeding Ben Chan. Crane takes over from Chan who retired earlier this month and will report to chief investment officer ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
Financial advice practices Crosby Dalwood and Warnecke & Co (Warnecke) will merge and rebrand as Count Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians ...

The boomer boom is over: AUSIEX

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... become more active in understanding and discussing the changes that are now taking place and engage across the value chain to plan and execute change." Salis added: "Participants need to accelerate their preparations for change because the boomer boom ...

More pension funds, insurers impacted by MOVEit mass-hack

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2023
... CalPERS, CalSTRS uses PBI to ensure payments are not sent after a member has passed away. PBI also locates missing pension plan participants and missing beneficiaries and relatives. It is used by thousands of companies worldwide. CalSTRS did not disclose ...

Jones lifts adviser levy freeze, updates funding model

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
The federal government will lift the financial adviser levy freeze as it unveils recommendations that make minor changes to the industry funding model following a review. Assistant treasurer and minister for financial services Stephen Jones yesterday ...

Anti-hawking laws could dampen super fund advice: Academic

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
An academic has raised concerns about the impact anti-hawking laws will have on superannuation funds' ability to provide financial advice amid the federal government's proposal to open advice to other channels. Anthony Asher, an associate professor ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
An overwhelming number of investors believe ChatGPT will provide accurate financial advice, flagging they will lean on artificial intelligence as their trusted adviser in the future. According to the Investor Index study of 1100 UK investors with a ...