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Showing 3971 - 3980 of 18263 results for "Plan"

WA Super trio launches boutique

KANIKA SOOD  |  MONDAY, 7 DEC 2020
WA Super's former chief investment officer Chris West and two others have launched a new investment consultancy, following the completion of its merger with Aware Super. Context Capital will provide investment advice to advice businesses, wealth ...

Advice firm launches dealer group

JAMIE WILLIAMSON  |  MONDAY, 7 DEC 2020
A Sydney-based financial advice firm is entering the licensee space, launching a technology-driven dealer group offering. Insight Investment Partners has launched IIP Dealer Group, led by managing director Anthony Lyon and director Christopher Fellas. ...

IOOF abandons AET sale

KANIKA SOOD  |  FRIDAY, 4 DEC 2020
IOOF yesterday said it won't be pursuing an offer to buy its retail trustee Australian Executor Trustee business. On August 31, IOOF said it had received an expression of interest for AET. "IOOF has considered the expression of interest and confirms ...

Advisers should service cashed-up investors: FCA

KARREN VERGARA  |  FRIDAY, 4 DEC 2020
A comprehensive study of the UK's retail financial advice industry found that while it is slowly improving, a large gap exists to service consumers sitting on piles of cash. One of the key takeaways from The Financial Advice Market Review, conducted ...

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
The former head of advice for Shadforth has moved to Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was ...

New trustee for Student Super, NEOS Super

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
Two Tidswell Master Super plans, Student Super and NEOS Super Plan, will move trustees on December 18. Diversa Trustees will be the trustee of each fund from that point on. Diversa is part of the same group as Tidswell. Tidswell, Diversa and CCSL were ...

AMP Capital APAC managing director exits

JAMIE WILLIAMSON  |  FRIDAY, 4 DEC 2020
AMP Capital's managing director for the Asia Pacific region has departed as the investment giant realigns its focus. A spokesperson for AMP Capital has confirmed the exit of Craig Keary, saying the role of Asia Pacific managing director is no longer ...

Nasdaq proposes diversity rules

KARREN VERGARA  |  THURSDAY, 3 DEC 2020
The major stock exchange has put into motion new rules that will require its companies to have at least one female and one person who identifies as either an underrepresented minority or LGBTQ+ on boards. Nasdaq has filed the proposal with the US Securities ...

Advice group partners with insurance broker

KANIKA SOOD  |  THURSDAY, 3 DEC 2020
Advice and accounting group Kelly+Partners has partnered with Austbrokers to exchange expertise, including life insurance broking. The two ASX-listed companies will set up a new operation called Austbrokers Kelly+Partners which will be owned 50% by ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
NASDAQ listed Focus Financial Partners has created a new network of boutique financial advice firms and acquired three Australian businesses. Focus launched Connectus on December 1 in the US, and now the first Australian advice firms to join the boutique ...