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Showing 3051 - 3060 of 18263 results for "Plan"

Praemium reports key milestone achievement for 2021

CHLOE WALKER  |  MONDAY, 17 JAN 2022
... strong growth trajectories over the over year. "The divestment of our international business [to Morningstar] continues to plan with the agreed transaction terms announced to the ASX on 21 December 2021," he said. "The proposed transaction is positive ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
The professional body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 ...

Investors reveal strong appetite for real estate in 2022

CHLOE WALKER  |  THURSDAY, 13 JAN 2022
INREV's 2022 Investment Intentions report finds that institutional investors plan to deploy at least €68.2 billion into global real estate this year. The Investment Intentions Survey, published annually by the European Association for Investors in ...

UK wealth firm eyes Aussie expansion

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
A global wealth management group based in the UK has discussed plans to expand into Australia, with a keen focus on Sydney. Scotland's Gladstone Global Advisory intends to expand its wealth management operations, concentrated on Sydney, Kuala Lumpur ...

New adviser, intermediary solutions lead at Russell

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
A new head of adviser and intermediary solutions has been appointed at Russell Investments. Neil Rogan was promoted to the role after serving as head of wholesale partnerships for nearly three years. In his new role, Rogan is responsible for Russell's ...

Aware Super leads on climate action: IGCC

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... The $150 billion superannuation fund was lauded for leading the industry, thanks to its Climate Change Portfolio Transition Plan (CCPTP). The initiative is an example of how an asset owner is managing climate change risk and transitioning its portfolio ...

Christian Super investment chief in new role

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
The chief investment officer at Christian Super has been appointed to the same role with a recently merged fund. Following a national recruitment process, Mark Rider has been appointed chief investment officer at LGIAsuper and Energy Super. The appointment ...

Merricks Capital appoints head of distribution

CHLOE WALKER  |  WEDNESDAY, 12 JAN 2022
... and wish her every success," a spokesperson from Bennelong commented. Prior to joining Bennelong, Seric spent two years at Plan B Wealth Management in Auckland. Merricks Capital recently capped off a $40 million senior credit facility with the ICAM Duxton ...

Lutheran Super prepares for merger

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JAN 2022
Lutheran Super informed members it has found its preferred merger partner, following a decision last September to assess the fund's options. In December the corporate fund, which holds less than $1 billion in funds under management, told members ...