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Showing 11 - 20 of 116 results for "Strategic Planning"

AustralianSuper well placed to achieve mega-scale ambitions: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 15 NOV 2024
... Morningstar says. Releasing its review of the nation's largest superannuation fund, Morningstar said the fund's clear strategic planning, impressive senior hires and history of solid execution have it well placed to capture the benefits of scale and ...

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... to the role of head of strategy. Mahadeea is experienced in advising fintech start-ups on launch strategies, strategic planning, competitive analysis, and business development. He is also currently the national deputy chair of the Financial Advice Association ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
... forward to welcoming Hayden to the team and are confident his extensive experience in financial management and strategic planning from various multi-national technology businesses, will drive Netwealth's continued success," Netwealth chief executive ...

Rest hires two general managers

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2024
... strategy to simplify the super experience in mind. As general manager, strategy Kareene Koh will lead Rest's strategic planning and alignment across the fund, reporting to chief strategy and corporate affairs officer Tyrone O'Neill. She joins from Nine ...

APRA heightens expectations around trustees' spending

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
APRA reissued guidance around strategic planning and member outcomes, placing a clearer focus on superannuation members' interests when it comes to fund expenditure. The regulator updated Prudential Standard SPS 515 Strategic Planning and Member Outcomes ...

Vale Garry Wyatt

KARREN VERGARA  |  MONDAY, 17 JUN 2024
... financial control, project management, operational line management, compliance, internal audit, and business and strategic planning. Wyatt co-founded Insync with chief investment officer Monik Kotecha in 2009. The duo developed their own independent ...

HESTA nabs legalsuper executive

ELIZA BAVIN  |  WEDNESDAY, 5 JUN 2024
HESTA has appointed Alissa Knight to the newly created role of general manager strategic planning, effective June 11. In her new role, Knight will play a crucial role in supporting HESTA's executive leadership team in strategic planning and key ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... improvement planning experienced an average of 25% EBIT compared to 20% for those practice owners who did their strategic planning on their own.

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... want a different role within their organisation. About 72% of managers help advisers recruit staff, provide strategic planning, succession planning, training and professional development, and business coaching. Only 5% of BDMs assist advisers with compliance ...

RBA appoints operations chief

KARREN VERGARA  |  TUESDAY, 27 FEB 2024
... of technology-related change, the renovation of the RBA's head office, and the uplift of data governance and strategic planning capabilities. Woods will work alongside the deputy governor Andrew Hauser and help coordinate between policy, operational ...