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Showing 3061 - 3070 of 18263 results for "Plan"

SSGA regional product lead in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JAN 2022
The head of ETF product in Asia Pacific for State Street Global Advisors has taken a similar role with a European ETF provider. Mandy Chiu has been appointed head of product at Tabula Investment Management. In the new role, she will work closely with ...

The top ESG themes for 2022

KARREN VERGARA  |  WEDNESDAY, 12 JAN 2022
Asset owners will increasingly pressure companies on several key areas in 2022, the top priority being driving net zero emissions engagement and activity. Preserving natural resources amid the drive for net zero emissions will be top of Robeco's environmental ...

Aussie investors retain home bias: Report

CHLOE WALKER  |  WEDNESDAY, 12 JAN 2022
... report considering ESG principles as part of their decision making during the reporting period. "Looking ahead, investors plan to stick to what they perceive to be the winning formula in their quest for capital growth- direct shares, ETFs and increasingly ...

Retail super fund to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 11 JAN 2022
A retail superannuation fund offered to customers of several small players in Australia's banking sector will close in March. Credit Union Building Societies Superannuation, known as CUBS Superannuation, is a retail offering overseen by Equity Trustees ...

Financial elder abuse programs launch

KARREN VERGARA  |  TUESDAY, 11 JAN 2022
Protecting Seniors Wealth has unveiled new programs for the financial services sector so that it can do more to help prevent financial elder abuse. The training provider is targeting superannuation funds, financial advice firms and investment managers ...

New role for former OneVue executive

ELIZABETH MCARTHUR  |  TUESDAY, 11 JAN 2022
The former chief executive of OneVue's platform and fund services operations has taken on a new role with a US firm looking to enter Australia. Richard Harris-Smith has been appointed as vice president, wealth management and capital markets for ...

IFM Investors PE portfolio carbon neutral

CHLOE WALKER  |  TUESDAY, 11 JAN 2022
... beneficiaries." IFM Private Equity's portfolio companies include Australia's largest National Disability Insurance Scheme (NDIS) My Plan Manager (MPM), Payapps, a Melbourne-based, global Software as a Service (SaaS) provider in the construction and building ...

Foresters Financial appoints chief executive

KARREN VERGARA  |  MONDAY, 10 JAN 2022
A former Australian Unity executive has taken on the reins at Foresters Financial as chief executive. In December, Emma Sakellaris was appointed chief executive of Foresters Financial, a provider of investment, funeral and insurance products with $390 ...

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
Sequoia Financial Group (Sequoia) has announced the acquisition of the incorporated legal practice previously known as Topdocs Legal (TDL), now renamed Docscentre Legal (DCL). Boosting its professional services division, Sequoia has paid $330,000 for ...

Advice firm targets teen financial literacy

KARREN VERGARA  |  FRIDAY, 7 JAN 2022
A financial advice firm is tackling high school graduates' poor financial literacy head on in a bid to equip them with essential wealth skills for the future. Purpose Advisory director and adviser Tristan Scifo has launched More than Before, an online ...