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Showing 3711 - 3720 of 18263 results for "Plan"

Netwealth FUA crosses $40 billion

KANIKA SOOD  |  FRIDAY, 16 APR 2021
Netwealth ended March 2021 with $41.8 billion in funds under administration, an increase of 50% over the prior corresponding period. Net inflows in FUA slowed down from $3.2 billion in previous corresponding period to $2.3 billion. Netwealth attributed ...

WTW commits to net zero

ELIZABETH MCARTHUR  |  FRIDAY, 16 APR 2021
Willis Towers Watson Investments will target net-zero emissions across its fully discretionary delegated investment portfolio by 2050. WTW said it will target at least a 50% reduction in greenhouse gas emissions across its discretionary delegated investment ...

FASEA offers exam feedback

KARREN VERGARA  |  FRIDAY, 16 APR 2021
The Financial Adviser Standards and Ethics Authority (FASEA) is providing personalised feedback for those who failed the examination. Unsuccessful FASEA exam candidates can now access feedback about their areas of underperformance. Upon logging in ...

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
The growth of managed accounts is the only segment of the platform market that has developed and without them platforms would be going backwards, new research shows. Rainmaker Information's latest Wholesale Advantage Report for the December 2020 quarter ...

Risk advice most sought-after among Kiwis

KARREN VERGARA  |  THURSDAY, 15 APR 2021
An overwhelming 70% of products that New Zealand financial advisers recommend are life insurance products, according to the country's financial markets regulator. New statistics released by the Financial Markets Authority (FMA) reveals that risk products ...

New lead for Mercer Sentinel

KARREN VERGARA  |  THURSDAY, 15 APR 2021
Mercer has welcomed a new lead for its outsourced due diligence and custody consulting business. Tricia Nguyen took on the role of head of Mercer Sentinel in March, replacing Peter Baker who transitioned to working part-time as a partner. Nguyen joined ...

Praemium FUA up, opens Edinburgh office

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
The platform has recorded increased funds under administration (FUA) of $37.9 billion as it expands its presence in the UK with the opening of an office in Edinburgh, Scotland. For the March quarter, Praemium recorded an 11% increase in FUA, and a 96% ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
ClearView Wealth has appointed a former Australian Unity Financial Advice executive to the newly created role of head of business growth. ClearView has welcomed Tony Mantineo to the role, previously general manager of business growth at Australian Unity ...

Chief economist update: RBNZ keeps policy steady on unsteady outlook

BENJAMIN ONG  |  THURSDAY, 15 APR 2021
If in doubt, remain patient and do nothing. This is the gist of the Reserve Bank of New Zealand (RBNZ) policy statement following the conclusion of its April 14 monetary policy meeting. The RBNZ kept the official cash rate unchanged at 0.25% and maintained ...

Super fund liquidity could be better: RBA

JAMIE WILLIAMSON  |  WEDNESDAY, 14 APR 2021
While the events of 2020 showed superannuation funds manage liquidity well, funds should consider the extent to which they rely on certain asset classes for liquidity, the Reserve Bank of Australia (RBA) has said. In its Financial Stability Report for ...