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Showing 3731 - 3740 of 18263 results for "Plan"

Natixis IM appoints chief executive

ANNABELLE DICKSON  |  FRIDAY, 9 APR 2021
... asset managers and new areas of expertise," Namias said. Namias added that the firm is preparing to launch its new strategic plan for the period up to 2020 and Ryan's appointment will boost the asset and wealth management business and ESG strategy. ...

Climate change worse than pandemic: UK regulator

JAMIE WILLIAMSON  |  THURSDAY, 8 APR 2021
The chief executive of the UK's Pensions Regulator believes climate change will be more catastrophic to populations' way of life than the COVID-19 pandemic if no action is taken. The comments came as The Pensions Regulator chief executive Charles ...

Mercer calls for delay to super reforms

JAMIE WILLIAMSON  |  THURSDAY, 8 APR 2021
... hurting the actual members - we think it's the wrong way around," he said. Those suggestions include implementing an action plan, including the appointment of an independent chair of the trustees and tendering outsourced services causing underperformance. ...

Research reveals true value of advice

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
Unadvised Australians are open to receiving financial advice, according to an IOOF survey, which also highlighted the qualitative benefits that improve lifestyles and overall wellbeing. IOOF's The True Value of Advice report, which canvassed over ...

ESG managed accounts on the rise

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
Financial advisers are turning to managed accounts when looking to implement responsible investment solutions for their clients, new research shows. The latest SPDR ETFs/Investment Trends Managed Accounts Report showed 72% of advisers prefer to use ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
A former MLC advice executive has joined fintech Intelliflo to lead the Australian business in a newly created role. Intelliflo will welcome Geoff Rogers to expand the firm's presence in the local wealth management market on June 14. Rogers has been ...

CFP Board creates diversity and inclusion role

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
The Certified Financial Planner Board of Standards has appointed its first diversity and inclusion lead, who joined from sports car racing company NASCAR. The CFP Board has named Dawn Harris as its director of diversity and inclusion for the Centre ...

Sunsuper, QSuper members ask for better climate disclosures

KANIKA SOOD  |  TUESDAY, 6 APR 2021
... zero" emissions by 2050. Sunsuper has conducted climate scenario analysis since 2015, and last year approved a Climate Action Plan for its investment portfolio. One hundred and forty-one QSuper members, who also support the Australian Conservation Foundation ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... Financial from Godfrey Pembroke, following the prior appointments of Ascent Private Wealth, Venture Financial Advisers and Plan Protect. They are a Canberra-based firm led by Darren Stevens, who has over 20 years' experience as a financial adviser. "The ...

Evans and Dixon takeover shelved

KANIKA SOOD  |  THURSDAY, 1 APR 2021
360 Capital has dropped its plan to acquire ASX-listed E&P Financial Group. TGP's offer to acquire 78.78% ordinary shares of E&P Financial Group closed at 7pm yesterday. In ASX filings this morning, 360 Capital said its board has decided to let ...