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Showing 2801 - 2810 of 18263 results for "Plan"

Challenger restructures for growth

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
Challenger is restructuring as part of a broader strategy to reach more customers, in a plan that will see the departure of the current chief executive of its life division. The group is creating a new 'Customer' division which will comprise ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021. Over 3000 advisers have graduated from Kaplan's postgraduate financial planning qualifications since ...

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
Clime Investment Management has acquired a Melbourne wealth management business for $7 million. The ASX-listed manager will acquire MTIS Wealth Management on July 1, adding about $380 million in funds under management to its pool and total gross revenues ...

BlackRock launches ESG model portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 18 MAY 2022
BlackRock has introduced a range of ESG model portfolios covering a range of risk profiles, saying it is making sustainability more affordable. The iShares ESG Model Portfolios apply a multi-asset strategy and invest in iShares ETFs and BlackRock index ...

Super home buyer scheme fails to move the needle

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
At first glance, the government's superannuation plan for homebuyers seemed a compelling proposition, but concrete analysis has revealed that at best it's only a marginal measure. The Financial Planning Association of Australia (FPA) has applauded both ...

Barclays increases stake in Barrenjoey

JAMIE WILLIAMSON  |  WEDNESDAY, 18 MAY 2022
Barclays has almost doubled its interest in Barrenjoey, providing additional capital to assist with the creation of fixed income derivatives and equity financing platforms. Barclays said Australia is an important part of its strategic growth plans in ...

Trust in financial services jumps: CFA

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
While Australian investors are overall less trusting of the financial services industry and financial advisers than global peers, a new survey has found levels of trust to be robust. Data from the CFA Institute Enhancing Investors' Trust study revealed ...

Superannuation not a super solution to housing affordability

ANDREW MCKEAN  |  TUESDAY, 17 MAY 2022
... pitch to 'aspirational Australians'. Morrison has said that supporting first home buyers is a key part of his government's plan. On his policy, Morrison said: "This is how you help with the cost of living." "You let them use their own money, you don't ...

Westpac architects new institutional banking platform

ANDREW MCKEAN  |  TUESDAY, 17 MAY 2022
Westpac has begun work on a new transactional platform for institutional clients, using UK technology provider 10x Banking to provide the core technology. The two companies have signed a letter of understanding that's built on an existing three-year ...

Former adviser sentenced over dishonesty

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
A former financial adviser will serve a three-year correctional order, including home detention, for providing fabricated evidence as part of an ASIC investigation. Ezzat-Daniel Nesseim was sentenced to a three-year intensive correctional order after ...