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Showing 2721 - 2730 of 18263 results for "Plan"

Social impact fund to target essential workers

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
A new co-investment scheme, backed by family offices and institutional investors, will be made available to first responders and frontline workers, helping them secure a property close to their workplace. Launched today, the Home Owners' Partnering ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
As we officially hit the mid-way point of the year, the latest data from ASIC shows more than 1700 financial advisers have dropped off its register since January. Analysis of the ASIC Financial Adviser Register shows there is now 16,413 financial advisers ...

UniSuper revamps investment team

ELIZABETH FRY  |  FRIDAY, 1 JUL 2022
UniSuper investment chief John Pearce has revamped his investment team following the departure of its longtime head of Australian equities, Simon Hudson. Hudson, an industry stalwart, was hired 12 years ago from QIC when Pearce began to build the industry ...

ASIC takes Mercer Financial Advice to court

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... apparently the case for more than 2100 customers. Customers impacted included members of GESB and Alcoa of Australia Retirement Plan. ASIC deputy chair Sarah Court said: "These proceedings are another example of a large financial institution charging ...

ETF Securities appoints business development manager

CHLOE WALKER  |  THURSDAY, 30 JUN 2022
Based in Melbourne, Arjun Shanker will oversee various ETF Securities accounts, including financial advice firms across Victoria and Tasmania. In his new role, he will report to head of distribution Kanish Chugh. Shanker joins the team from Lincoln ...

Adviser associations to merge

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
Members of the Authorised Representatives Association (ARA), have voted to close the 40-year-old association and merge with The Advisers Association (TAA). ARA represents around 90 Charter Financial Planning businesses and approximately 250 advisers. ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
The long-awaited Retirement Income Covenant comes into effect tomorrow and, with super funds unable to consider members' personal circumstances, there's a view that its introduction could significantly impact the financial advice sector - but ...

Practifi partners with Voyant

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
The Australian wealth management technology platform is partnering with financial planning solution Voyant to provide enhanced client experience and performance optimisation. The integration, which comes just one year after Voyant's entrance into the ...

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
Australian financial advisers believe they will grow their business by 5% this year and 11% over the next three years, according to the 2022 Global Survey of Financial Professionals by Natixis Investment Managers. However, while market projections look ...

ASIC urges market to improve outage resilience

CASSANDRA BALDINI  |  WEDNESDAY, 29 JUN 2022
... outage, including a final cut-off time after which the market would not be reopened. It also said that business continuity plan testing needed to include stimulated market outage events to enable participants to develop test cases and practice recovery ...