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Showing 3531 - 3540 of 18263 results for "Plan"

Adviser ETF use grows

ANNABELLE DICKSON  |  TUESDAY, 29 JUN 2021
Financial advisers have increased their adoption of exchange-traded funds (ETFs) as demand for access to specific markets surges, new research shows. The latest BetaShares/Investment Trends ETF Report revealed 75% of Australian advisers are now using ...

UK pension funds pushed to merge

JAMIE WILLIAMSON  |  MONDAY, 28 JUN 2021
The UK pension sector is experiencing similar pressure to that being felt by Australia's super funds, with the pensions regulator asking defined contribution (DC) funds with less than £5 billion in assets being urged to merge. In September last ...

Millennials to reap super reform rewards

JAMIE WILLIAMSON  |  MONDAY, 28 JUN 2021
Planned superannuation reforms could net millennials $650,000 extra in retirement, according to Colonial First State. Analysis from the institution shows increases to the superannuation guarantee will boost a 35-year-old's super balance by $86,000. ...

Adviser slapped with four-year ban

KARREN VERGARA  |  MONDAY, 28 JUN 2021
Another former Meritum Financial Group and InterPrac Financial Planning adviser has copped a ban from the corporate regulator. From 1 April 2021, ASIC banned Hobart-based Hannah Jennings from providing financial services for four years for failing to ...

Stonehouse acquires risk advice firm

KARREN VERGARA  |  MONDAY, 28 JUN 2021
Stonehouse Financial Group has acquired the books of a long-serving risk adviser who will leave the industry to pursue other interests. Financial adviser Greg Owen has sold his practice GJO Financial Services for an undisclosed amount to Jeremy Chiel ...

KPMG promotes two super experts

KARREN VERGARA  |  MONDAY, 28 JUN 2021
KPMG Australia has promoted superannuation and self-managed super fund experts respectively to partners. Cecilia Storniolo, the director of superannuation advisory, actuarial and financial risk, will become a partner on July 1. She joined the consulting ...

Schroders head of distribution exits

KANIKA SOOD  |  FRIDAY, 25 JUN 2021
Schroders' local head of distribution Graeme Mather has departed, with the business understood to not be seeking a replacement. Mather spent nearly five years at Schroders and finished up last week, Financial Standard' s sister publication Industry ...

Pendal appoints head of product

KANIKA SOOD  |  FRIDAY, 25 JUN 2021
Pendal Group has hired GAM Investments' former head of business operations for Asia Pacific as its new head of product. David Harris started in the role on Monday. Harris has direct ownership and accountability of Pendal's product lifecycle ...

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
Financial advice regulatory reforms that include establishing one disciplinary body and giving ASIC greater powers over the industry are closer to becoming law. The minister for superannuation, financial services and the digital economy Jane Hume introduced ...

Buffett resigns from Gates Foundation

ELIZABETH MCARTHUR  |  FRIDAY, 25 JUN 2021
... Gates' divorce, Warren Buffett has resigned from the couple's foundation - though he says the resignation is in-line with his plan to step down from all boards. As Buffett announced his annual contribution of Berkshire Hathaway shares to philanthropic ...