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Showing 4121 - 4130 of 18263 results for "Plan"

Wealth platform adds to board

KANIKA SOOD  |  TUESDAY, 20 OCT 2020
An investment platform for wholesale investors started by former Citi Wealth employees has added the general manager of distribution at Mortgage Choice to its board. David Zammit is joining the board of Stropro, as the one-year-old fintech looks to ...

Global firm hires local distribution head

JAMIE WILLIAMSON  |  TUESDAY, 20 OCT 2020
... business development director. Both will be based in Singapore. "Federated Hermes has established a detailed and phased growth plan for the Asia Pacific region which seeks to target key markets where our existing presence and capabilities will enable ...

The case for an overhaul of advice: Rice Warner, FSC

ANNABELLE DICKSON  |  TUESDAY, 20 OCT 2020
... advice and financial product advice. Strategic advice is used to help an individual control their finances and set a financial plan with generic products whereas financial product advice would be required to implement any strategic advice but could be ...

LaSalle joins 2050 club

ELIZA BAVIN  |  TUESDAY, 20 OCT 2020
LaSalle Investment Management is the most recent company to pledge to go carbon neutral by 2050, following in the footsteps of many super funds and investment firms. LaSalle said it has been working across its managed portfolio to improve the sustainability ...

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
Consolidation in the financial advice industry is leading to a second wave of advisers leaving big institutions and potentially taking the self-licensing path. This is according to Centrepoint Alliance group executive of advice Paul Cullen, who said ...

ASX200 advance climate targets

ANNABELLE DICKSON  |  MONDAY, 19 OCT 2020
More of Australia's top 200 companies are implementing strategies in response to climate change, new research shows. The Australian Council of Superannuation Investors' (ACSI) annual benchmark analysis shows ASX200 companies' climate-related disclosure ...

BT cuts Wealth Connect

ALLY SELBY  |  FRIDAY, 16 OCT 2020
BT has proposed changes to its Wealth Connect business which could see at least 38 roles become redundant, as Westpac continues to review its wealth platform, superannuation, investments and insurance businesses. BT's Wealth Connect team provides ...

Retail super fund scores best customer service nod

KARREN VERGARA  |  FRIDAY, 16 OCT 2020
... in its customer service and website and mobile app capabilities. "Among superannuation customers who felt understood, 60% plan to stay with the brand, 60% will advocate for the brand and 61% plan to spend more with the brand," the research found.

The Big Issue launches investment platform

KARREN VERGARA  |  FRIDAY, 16 OCT 2020
The Big Issue has launched an impact-investing platform, The Big Exchange, backed by investment management giants aiming to build a new financial system that makes a difference. The Big Issue Group in the UK, with the help of fund managers like Aberdeen ...

RIAA, AXA IM launch adviser ESG guide

ANNABELLE DICKSON  |  THURSDAY, 15 OCT 2020
As more environmental, social and governance (ESG) and impact investment products become available to investors, it is integral that advisers become familiar with them, according to AXA Investment Managers and Responsible Investment Association Australasia ...