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Showing 2921 - 2930 of 18263 results for "Plan"

HESTA pushes forward with internalisation

ELIZABETH MCARTHUR  |  THURSDAY, 17 MAR 2022
The $68 billion industry fund for health workers is pushing forward with an ambitious internalisation program. The fund recently reached a key milestone, with its in-house Australian equities team now actively investing. The Australian equities being ...

TAL wins life company award for 2021

KARREN VERGARA  |  THURSDAY, 17 MAR 2022
... Overall Annuity Provider of the Year winner, and also won the Long-Term Income Stream category. MetLife's Protect Life Cover Plan won the Term/TPD category, while PPS Mutual took out the award for Risk Product Innovation. The awards are based on Plan ...

Frontier appoints head of strategy

KARREN VERGARA  |  THURSDAY, 17 MAR 2022
A new strategy lead has joined Frontier to help the asset consultant capitalise on its recent growth trajectory. The firm announced that Megan Mulia will become the head of strategy from April 19, overseeing corporate strategy, business planning and ...

PIMCO preps long-awaited LIT launch

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAR 2022
In what will be more than two years after its launch was initially flagged, PIMCO's first local listed investment trust will begin trading on the ASX next month. Plans for the LIT were first announced in November 2019, with the fixed income giant anticipating ...

Vanguard hit with US class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
Law firm Dovel & Luner filed a class action lawsuit against Vanguard trustees and on behalf of investors in Vanguard's Target Retirement Funds, based in the US. The suit alleges that Vanguard's mismanagement of these funds led to "enormous tax bills ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
The Financial Planning Association holds the lion's share of membership as nearly 40% of advisers report they are part of the professional body. Some 38% or 7239 active advisers on ASIC's Financial Adviser Register are members of the FPA based on the ...

Half of retail investors will go the distance

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... saving for a property deposit (7%). A fifth of female investors would like to invest more than $20,000 this year; some 30% plan to invest between $1001 and $5000. Female investors tend to be longer-term investors. Over a five-year investing period, Superhero's ...

Hostplus commits to net zero

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
... launch. Aware Super was recently recognised by the Investor Group on Climate Change for its Climate Change Portfolio Transition Plan (CCPTP), which was highlighted as one of the best net zero investment strategies in the world. Meanwhile, the Ethical ...

Principals' Community retains BT members

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
The newly independent Principals' Community has retained 92% of previous members after parting ways with BT Financial Group. The community, headed up Kon Costas, is a service for self-licensed financial advice businesses - offering support, education ...

Startup launches risk retention option

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
A life insurance startup is launching an alternative option that targets customers who want to cancel their policy. iExtend partners with policyholders by paying the premiums of the co-owned cover. Policyholders are able to maintain their cover and ...