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Showing 3151 - 3160 of 18263 results for "Plan"

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
WealthO2 has appointed Ahn Rutty to the newly created role of head of client success as demand for its adviser tech software solution increases. Rutty will play a pivotal role in orchestrating the seamless onboarding of financial advisers to deliver ...

Packhorse names ESG head

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
The agriculture cattle property investment manager appointed a head of ESG, specialising in soil carbon. Elaine Mitchell will be responsible for ensuring nature and biodiversity is at the forefront of operations, while generating consistent and sustainable ...

ASIC enforces licence conditions on ASX

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
The corporate regulator concluded its investigation of the ASX market outage and imposed conditions to mitigate risks for future upgrades. Conditions have been imposed on the market licence of ASX Limited, and the clearing and facility licence of ASX ...

Equip appoints head of retirement

JAMIE WILLIAMSON  |  TUESDAY, 23 NOV 2021
Promoting from within, the superannuation fund has created the role to strengthen its offering to retired members to optimise their outcomes. Sam Higgie has been appointed to the role, following three years working on the fund's product strategy. Prior ...

Former WA adviser charged with dishonest conduct

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
Former AMP financial adviser David Fong and his financial planning company Fong Financial Partners have been charged with engaging in dishonest conduct, following an investigation by the regulator. ASIC alleges in its legal action that in 2014, Fong ...

Bell AM announces US distribution plans

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
The $3.5 billion boutique global equity manager announced a joint venture distribution partnership with US-based multi-boutique Spouting Rock Asset Management. The partnership will allow Bell Asset Management to distribute its equity strategies in North ...

COVID-19 relief for SMSFs may require specialist input

CHLOE WALKER  |  MONDAY, 22 NOV 2021
... loan repayment adjustments. Breaches of the in-house asset rules will not attract compliance activity provided a written plan has been prepared to reduce the market value of those assets to below 5%. In addition, the 50% temporary reduction in the minimum ...

APRA questions trustees on financial resilience

CHLOE WALKER  |  MONDAY, 22 NOV 2021
The Australian Prudential Regulation Authority (APRA) has issued a discussion paper seeking information from superannuation trustees on their plans to maintain the financial resilience needed to protect members' best financial interests. APRA's prudential ...

AMP Capital retains management of AWOF

KARREN VERGARA  |  MONDAY, 22 NOV 2021
AMP Capital will continue to act as trustee and manager of the Wholesale Office Fund, its parent firm announced today. AMP said that the decision made by the trustee board of the AMP Capital Wholesale Office Fund (AWOF) is in the best interest of unitholders ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
The number of women working in the financial advice industry has dropped to 21% compared to 25% two years ago. Rainmaker's modelling of the September ASIC Financial Adviser Register shows that only one in five financial advisers out of the total pool ...