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Showing 411 - 420 of 3847 results for "Plans"

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... Advice documents and the ongoing review of documentation. Advisers also use the paraplanning service to manage more complex plans or when backlogs hinder the delivery of timely client advice. "Clique has been an approved provider of our licensee services ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... the global companies Expedia, Airbnb, Motorola Solutions, and Booking.com." Ultimately, Aware said it has "no immediate plans to divest from these companies..." UniSuper, Aware Super, Prime Super, Mine Super and TWUSUPER, Equip Super and Catholic Super ...

Unlisted asset valuation practices under review

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... said it "will take a proportionate response and may intensify supervision, require root cause analysis, request remediation plans, and consider enforcement action." An example of this was the regulator's action against NGS Super in December, slapping ...

Treasury details winners from tax concessions on super contributions

ANDREW MCKEAN  |  THURSDAY, 1 FEB 2024
... lion's share of advantages. In a move to address this imbalance, the government, as outlined in the 2023-24 Budget, plans to introduce a 30% tax rate on superannuation earnings over a $3 million threshold. This change, scheduled to commence on 1 ...

Gender pay gap reporting to be scrutinised

ROSE MARY PETRASS  |  WEDNESDAY, 31 JAN 2024
... said. "Superannuation funds, insurance companies, advisers etc. all have the ability to query us on our policies, our action plans and how we are tracking." Belinda White, responsible investment specialist at First Sentier Investors says mandatory gender ...

Qantas Super reduces premiums again

KARREN VERGARA  |  TUESDAY, 23 JAN 2024
... members. Parent company Qantas estimates that it will pay $66 million of normal employer contributions to its defined benefit plans in the 2023-24 financial year. The $8.4 billion super fund is actively scouting for a merger partner. In an update last ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... Financial Group from PHAROS Financial Group (which is now owned by Clime Investment Management). In 2019, Sargon announced plans to provide superannuation administration services. Everything came undone for Sargon in early 2020 when it was forced into ...

Pension Protection Fund appoints chief executive

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... will be invaluable as we continue to explore the possible expansion of our remit in support of the government's economic plans for the UK. I very much look forward to working with her." On the appointment of Easter as interim chief, Jones said she was ...

CFA Level I pass rate drops further

JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2024
... use of the study tools offered by the CFA Institute and connect with mentors and peers to gather feedback on their study plans and exam strategy. The results of the Level II exam November sitting will be released later this week.

BlackRock to cull 3% of global workforce

ANDREW MCKEAN  |  WEDNESDAY, 10 JAN 2024
... we prepare for 2024 and this very exciting but distinctly different landscape, businesses across the firm have developed plans to reallocate resources," Fink and Kapito said. However, despite the impending job cuts to approximately 600 positions, the ...