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Showing 291 - 300 of 2012 results for "WIS"

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
The Financial Planning Association of Australia's general manager of policy and advocacy will step down after seven years with the organisation. Ben Marshan joined the FPA in 2015 as a manager for professional standards and advocacy and moved into several ...

AustralianSuper invests in build-to-rent-to-own affordable housing

ANDREW MCKEAN  |  TUESDAY, 7 MAR 2023
AustralianSuper has partnered with Assemble to invest in affordable housing via a build-to-rent-to-own model, addressing Australia's housing crisis. AustralianSuper's investment focuses on the Assemble Futures pipeline, which aims to provide moderate-income ...

Blue Orbit operations chief resigns

ELIZABETH FRY  |  FRIDAY, 3 MAR 2023
Blue Orbit Asset Management has lost its operating chief with the departure of Lewis Bearman who will now take a break from executive roles. Bearman joined Blue Orbit almost three years ago jumping from Prodigy Investment Partners, where he carried ...

California to mandate personal finance studies

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
The US state is spending big on financial education and is close to mandating personal finance courses for high school students in a bid to combat financial illiteracy. Assembly Bill 984, introduced by assembly member Kevin McCarty on February 15, would ...

Support staff key to advice firm longevity: Report

KARREN VERGARA  |  MONDAY, 20 FEB 2023
Financial advice firms are looking to hire more service-support staff in 2023 as many review their pay and benefits packages to remain competitive in an overheated market. At least half of the 100 advice firms canvassed by consulting firm Business Health ...

Super, advice class actions dampen CBA results

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
Despite reporting bumper profits this morning, Commonwealth Bank continues to put out fires from its misconduct stemming from the Hayne Royal Commission, as it looks to tackle several class actions in 2023. One ongoing lawsuit alleges that Colonial ...

bfinance completes management buyout

CHLOE WALKER  |  WEDNESDAY, 15 FEB 2023
Following major growth, including in the Australian market, the global investment consultant bought out the 51% stake held by Baird Capital. The transaction, supported by Beach Point Capital Management, follows a season of significant growth for bfinance ...

Vanguard Super head resigns

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
Just three months on from the launch of its product, the head of Vanguard's superannuation business is set to leave. Michael Lovett will depart Vanguard at the end of the month. Commenting on Lovett's departure, Vanguard Australia managing director ...

Maple-Brown Abbott veteran leaves after 27 years

CHLOE WALKER  |  MONDAY, 6 FEB 2023
After almost three decades at the investment firm, head of Asia Pacific equities Geoff Bazzan has announced his retirement. "I have made the difficult decision to leave the business, and will transition out over the next several months, finishing on ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
The associations have combined to offer CFPs an express pathway for completing the SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt ...