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Showing 2591 - 2600 of 18263 results for "Plan"

Insignia appoints product, insurance heads

ANDREW MCKEAN  |  FRIDAY, 2 SEP 2022
Insignia Financial has made two appointments to its master trust and insurance product team. Gideon Lipman joins the company as head of product, master trust and Insurance. Lipman has more than 18 years of experience in the wealth management industry ...

Active Super reaffirms commitment to regional members

JAMIE WILLIAMSON  |  FRIDAY, 2 SEP 2022
Home to more than 12% of its members, Active Super has opened a new office to service Newcastle and the Central Coast, with chief executive Phil Stockwell saying the importance of regional and rural New South Wales to the fund can't be downplayed. ...

eToro launches local stocks portfolio

CHLOE WALKER  |  FRIDAY, 2 SEP 2022
... survey by eToro which found strong retail investor interest in commodities. According to the survey, one in four Aussies plan to invest in energy (27%) and materials (23%) in the third quarter of this year. The commodities sector is set to export a record ...

Women have suffered greater financial loss post-pandemic: Research

CHLOE WALKER  |  THURSDAY, 1 SEP 2022
While a third of men in Australia experienced a boost in their annual income during COVID, just one in four women saw an increase, according to new research from Equipsuper. The results of Equip's survey also reveal that a larger proportion of men ...

Adviser exits fuel salary increases

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
Ongoing uncertainty and a shrinking talent pool is driving significant salary increases for financial advisers. That's according to a recent salary guide from financial services specialist Kaizen Recruitment, saying it's seen substantial increases in ...

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
The Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) have signed a Memorandum of Understanding to consider a merger. The aim, they say, is to create a united voice for the financial advice sector. The associations ...

Latest adviser exams see 52% pass rate

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
Just over half of the candidates for the July and August sittings of the Financial Advisers Exam - the final opportunities for existing advisers to pass - have been successful. In total, 628 advisers sat the exam in July and August. Of these, 76% were ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
Midwinter has extended its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers. Advisers using Midwinter's financial advice software can now access the interactive tool to assist their clients in ...

Four MySuper products fail for second time: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2022
... them failing for a second time. The product that failed this year's performance test for the first time is Westpac Group Plan MySuper. Westpac must now identify the causes of underperformance and set about working to correct it. It must also assess ...

Link Group acquires HS Pensions

ANDREW MCKEAN  |  TUESDAY, 30 AUG 2022
... $511.7 million, representing 43% of group revenue. The company's results also noted that the UK strategy continues to track to plan, now supporting 976,000 members, up 22.4% over the last 12 months. Explaining Link Group's results, chief executive and ...