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Showing 2491 - 2500 of 18263 results for "Plan"

Separation of ANZ P&I business completes

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
Several years in the making, Insignia Financial has finally completed the separation of the pensions and investments business, in a first of its kind move. This is the first time a superannuation business has been separated from a big four bank, with ...

UniSuper appoints new head of advice

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2022
UniSuper welcomed Andrew Gregory as its new head of financial advice and education, joining from a private wealth firm. Gregory commenced in the new role earlier this month, leaving behind the position of chief executive of Melbourne-based Arrow Private ...

Advice fees jump 16% in FY22

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
Initial advice fees charged by financial advisers on a per advice document basis increased 16% in FY22 to $3315 from $2859 the previous year. According to the Padua Advice Fee Data Report, FY 2022 ongoing advice fees charged by advisers on a per advice ...

Millionaires worry about retirement

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
According to new research, 35% of millionaires believe it will take a miracle to retire securely. Natixis Investment Managers released The Million Dollar Question report which evaluates retirement sentiment among high-net-worth (HNWI) investors. It ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
The wealth management group has launched CFS Elevate, a people and culture platform that aims to provide support for advice professionals across Australia. Designed in collaboration with financial advisers, CFS Elevate offers free training, networking ...

QAR could see 12% increase in insured Aussies

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
According to research commissioned by the Financial Services Council (FSC), the introduction of a scalable advice model for life insurance would see more than a million Australians have the life insurance cover they need. Research by NMG Consulting ...

Challenger offloads banking business

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2022
... Mortgage and Livestock Finance businesses will be transferred to sit under the Challenger Bank. Greenslade added that the plan is to scale the bank's digital banking platforms to broaden the reach of its existing offerings.

Magellan targets $100bn in five years

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2022
... he said the distribution teams in Europe and the US will be expanded. He will also look to implement a long-term incentive plan that aligns to the five-year strategy for business success. Reaching $100 billion in FUM in five years will mean doubling ...

Perpetual takeover of Pendal progresses

ANDREW MCKEAN  |  WEDNESDAY, 19 OCT 2022
In Perpetual's first quarter business update, it said that progress has been made across the key conditions to the Pendal Group takeover, including client consents and regulatory approvals. Perpetual chief executive and managing director Rob Adams ...

Abrdn launches active sustainable Asian ETF

RACHEL ALEMBAKIS  |  WEDNESDAY, 19 OCT 2022
... March 2022. Overall fund flows into responsible investments continued to grow in the year ending 31 March 2022, according to Plan for Life. As of the end of March, the overall responsible investment market finished 43.6% higher to stand at $120.0 billion ...