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Showing 2571 - 2580 of 18263 results for "Plan"

Anton Tagliaferro announces retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 14 SEP 2022
... Prudential and Perpetual. The retirement has been in the works for some time, Investors Mutual said, with the succession plan having kicked off in 2017 when Natixis Investment Managers acquired a majority stake in the value manager. In 2021, Damon Hambly ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Enabling advisers and support staff to track the status of transactions via the platform's user interface, BT Panorama's new Robotic Integrated Technology Administration (RITA) platform has been launched. RITA is a fast automated service request tracker ...

APRA to modernise regulatory frameworks

ANDREW MCKEAN  |  TUESDAY, 13 SEP 2022
APRA has outlined plans for its multi-year program to modernise the architecture of prudential standards for banks, insurers, and super funds. The program, which commenced last year, is intended to ensure the framework continues to underpin financial ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper ...

Atlas Arteria ignores IFM opposition to latest deal

JAMIE WILLIAMSON, ANDREW MCKEAN  |  TUESDAY, 13 SEP 2022
... acquired 66.67% of Skyway Concession Company which runs the toll road, establishing a partnership with Ontario Teachers' Pension Plan. It's paid $2.9 billion for the stake, buying it from Canada Pension Plan Investment Board and OMERS Infrastructure. ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
Advice platform Lumiant has received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. While the size of the investment was not disclosed, the cash injection is expected to accelerate Lumiant's international ...

Apostle launches high yield credit fund

ANDREW MCKEAN  |  MONDAY, 12 SEP 2022
Apostle Funds Management has introduced an ethically screened high yield credit fund. The fund is accessible to wholesale investors and adds to Apostle's stable of ethical and impact strategies. In April, the fund manager launched the Apostle People ...

iExtend adds lead alliances role

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
iExtend has appointed a head of alliances, promoting one of its state distribution managers. Mark Stubbings has taken on the role, responsible for facilitating industry and association collaboration. Stubbings, who is well known in the advice industry ...

Practifi names senior director, go-to-market

CASSANDRA BALDINI  |  FRIDAY, 9 SEP 2022
Practifi has promoted Umesh Banga to senior director, go-to-market amid plans to expand its wealth management and superannuation products and strategy globally. Banga's current duties as director of advice solutions will carry over to the new executive ...

CSLR legislation tabled, advice sector responds

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
The government has advanced its commitment to establish a Compensation Scheme of Last Resort (CSLR), releasing for consultation exposure draft regulations. The CSLR will facilitate the payment of compensation of up to $150,000 to eligible consumers ...