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Showing 2181 - 2190 of 18263 results for "Plan"

ASX chief churn increases: Analyst

CASSANDRA BALDINI  |  MONDAY, 27 MAR 2023
... in chief execs can occur for various reasons; there are stories of new leadership coming in with a detailed transformation plan and a clear pathway for execution." She said A2Milk is a good case study, taken over by chief executive David Bortolussi at ...

Former AMP adviser pleads guilty to dishonest conduct

KARREN VERGARA  |  MONDAY, 27 MAR 2023
A former AMP representative, who falsified information when providing superannuation and insurance advice, has pleaded guilty to three charges of dishonest conduct and is due to be sentenced. David Fong, who operated Fong Financial Planners, pleaded ...

February exam records 67% pass rate

KARREN VERGARA  |  MONDAY, 27 MAR 2023
More than two thirds of the financial advisers that sat the mandatory exam passed the latest round. Releasing the latest results, ASIC announced that of the 192 candidates who sat the February exam, 128 passed. Sixty percent of them sat it for the first ...

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... which underpins BT Panorama Super. Effective April, all BT Panorama Super members will be transferred to Asgard Independence Plan Division Two. The merger with Mercer is expected to have been completed at the same time. BT Panorama Super will remain ...

Rest switches up recruitment focus

ELIZABETH FRY  |  FRIDAY, 24 MAR 2023
Andrew Lill, the chief investment officer of $70 billion super fund Rest, says the role of a CIO is changing and not just because investment heads have to respond quickly to more volatile markets. Increasingly, investment chiefs must consider a range ...

Global alternatives manager lands down under

ELIZABETH FRY  |  FRIDAY, 24 MAR 2023
... estate - plans to grow by targeting the deployment of Australian capital into global alternative markets. "In Australia, we plan to increase our focus on family offices, the wholesale and retail markets, and local superannuation funds offering both specialised ...

Government targets ASX dominance

ANDREW MCKEAN  |  FRIDAY, 24 MAR 2023
... providers of clearing and settlement services. Treasurer Jim Chalmers said the legislative changes were part of a larger plan to strengthen Australia's financial system. "The changes seek to provide any emerging competitors with fair, transparent ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
Financial advice group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to ...

Australian investors pivot portfolios

CASSANDRA BALDINI  |  THURSDAY, 23 MAR 2023
... may have previously overlooked," said Nuveen global client group head Mike Perry. More than half (54%) of APAC investors plan to increase portfolio liquidity over the next 12 months, with 79% planning to increase allocations to private markets over the ...

Advice industry must change as population ages: Expert

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... advisers are better off asking clients what it is they want to do with their time. "It's important to get clients not to plan for a three-stage view of the world which requires lots of saving, but how do they want to shift money across different ...