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Showing 2271 - 2280 of 18263 results for "Plan"

ASIC cracks down on CHESS issues

KARREN VERGARA  |  WEDNESDAY, 22 FEB 2023
... said. In response, ASX managing director and chief executive Helen Lofthouse said the exchange is "progressing its action plan to address the recommendations from this independent report". "In relation to CHESS replacement, good progress has been made ...

Fintech joins forces with advice students

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
A technology firm has introduced its software to the University of Technology Sydney's financial advice students in a bid to offer practical experience before they graduate. Students studying the Master of Financial Planning at UTS are being provided ...

California to mandate personal finance studies

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
The US state is spending big on financial education and is close to mandating personal finance courses for high school students in a bid to combat financial illiteracy. Assembly Bill 984, introduced by assembly member Kevin McCarty on February 15, would ...

Victim access to super should be extended: Associations

JAMIE WILLIAMSON  |  TUESDAY, 21 FEB 2023
Plans to allow access to offenders' superannuation savings as a means of recourse for victims and survivors of child sex abuse should be extended and made applicable to all major and violent crimes, associations say. In a joint submission to Treasury ...

abrdn terminates funds amid transition

JAMIE WILLIAMSON  |  MONDAY, 20 FEB 2023
abrdn is terminating five funds as part of the consolidation of the local business, key to which is its recent partnership with SG Hiscock. The fund manager has confirmed it will terminate a raft of funds on or around March 15, including some of its ...

JANA awarded mandate by NFP

CHLOE WALKER  |  MONDAY, 20 FEB 2023
In a new mandate win, JANA will provide traditional advisory services, strategic advice and portfolio construction and risk assessment for Community Trust South. The New Zealand based philanthropic trust holds more than $270 million and has provided ...

Support staff key to advice firm longevity: Report

KARREN VERGARA  |  MONDAY, 20 FEB 2023
... staff as a key business issue, as many deem this will play a role in their long-term success. In the coming year, just 15% plan to recruit a general manager or practice manager. But in this highly competitive marketplace, Business Health found that it ...

Allianz Retire+ launches new retirement income solution

CASSANDRA BALDINI  |  MONDAY, 20 FEB 2023
... guaranteed rate of income while clients are still in the accumulation phase, pre-retirement, or retirement income phase, to better plan retirement strategies with certainty. "Innovation in retirement products has consistently been deprioritised and surpassed ...

Commonwealth Super Corp hires former MTAA investments lead

ELIZABETH FRY  |  FRIDAY, 17 FEB 2023
Phil Brown has started a new position as senior manager of operational risk at Commonwealth Superannuation Corporation. In a post on social media, Brown said after a couple of contract roles as a project officer that lasted 18 months in total, the opportunity ...

Fund selectors insulating portfolios, embrace active management: Natixis IM

ANDREW MCKEAN  |  FRIDAY, 17 FEB 2023
Fund selectors are turning to actively managed funds, bonds, private assets, and sustainable investments, according to a Natixis IM survey. Fund selectors are increasingly turning to active management as a tool for managing client portfolios, most saying ...