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Showing 4421 - 4430 of 18263 results for "Plan"

Gordon Brothers appoints Aussie executive

JAMIE WILLIAMSON  |  THURSDAY, 2 JUL 2020
The global asset and investment advisory firm has named a head of Australian valuations, as it sees its local business grow. Brendan Smyth will lead the Australian valuations team, facilitating a high-touch and targeted service to local clients. Gordon ...

Equipsuper, corporate fund merge

JAMIE WILLIAMSON  |  WEDNESDAY, 1 JUL 2020
... gears up for its own merger, Equipsuper has completed another successor fund transfer, transitioning the corporate super plan of a national wealth management group. Equipsuper is now home to the 950 members of the Pitcher Retirement Plan, with the successor ...

Chant West, Zenith agree on acquisition

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
Chant West is shelving its legal proceedings against Zenith, as the latter comes back to the table on its planned acquisition, which will see Chant West chief executive Brendan Burwood exit the business. The two companies completed a business sales ...

AMP approved product list under fire

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 JUL 2020
The approved product lists AMP financial advisers are beholden to have come under fire from the House of Representatives Standing Committee on Economics. Labor MP Andrew Leigh questioned AMP chief executive Francesco De Ferrari on how the institution ...

Super funds merge, board revealed

ELIZA BAVIN  |  WEDNESDAY, 1 JUL 2020
First State Super and VicSuper have completed their merger, revealing fee reductions and board changes. The merged fund now manages over $120 billion on behalf of 1.1 million members, including healthcare and aged care workers, teachers, police and ...

Industry super pours $19.5bn into Australian recovery

ALLY SELBY  |  TUESDAY, 30 JUN 2020
Industry super funds will invest $19.5 billion over the coming three years in construction and infrastructure projects; in a move that Industry Super Australia (ISA) chair Greg Combet says will help rebuild the Australian economy. The multi-billion ...

AFA, FPA share bleak view of industry

ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
The Association of Financial Advisers and Financial Planning Association of Australia have appeared before the House of Representatives Standing Committee on Economics, sharing austere views of the financial advice industry. AFA general manager, policy ...

Trust in advisers wanes

JAMIE WILLIAMSON  |  TUESDAY, 30 JUN 2020
Just 37% of retail investors believe their financial adviser always acts in their best interests, leading CFA Societies Australia to call for a strengthening of the best interest duty. A global investor survey, conducted at the back end of last year ...

New advice compliance solution launches

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
MyNextAdvice will develop additional solutions to help the financial advice and mortgage broking industries with compliance obligations. Using client feedback, MyNextAdvice says it will be able to mitigate complaints. It is a cloud-based service that ...

New multi-boutique launches in Sydney

KANIKA SOOD  |  MONDAY, 29 JUN 2020
... investments is Forum 360, a tech platform for online fund manager updates, which Mantis's boutique partners will use. "We plan to grow Dalton as the pre-eminent systematic strategy provider in Australia," Cheung told Financial Standard, adding that ...