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Showing 4761 - 4770 of 18263 results for "Plan"

Praemium rolls out investment tools, options

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
With ESG investing continuing to prove popular among investors, Praemium is taking steps to ensure financial advisers are able to meet demand. The platform has rolled out an "industry first" suite of ESG options, including new screening functionality ...

Advice important for family conscious: Perpetual

ELIZA BAVIN  |  TUESDAY, 10 MAR 2020
Only 15% of Australians who say they care about their family the most have an active relationship with their financial adviser, according to a study by Perpetual. Based on the research, Perpetual said it is clear that family is a priority for many Australians ...

BT's transition not so super

KANIKA SOOD  |  MONDAY, 9 MAR 2020
... about 280,000 accounts to its new product. In November, BT said it would migrate members in BT Lifetime Super - Employer Plan (LSEP) and BT Business Super to a new product called BT Super effective February, 2020. The transition included about 280,000 ...

Small administrator eyes large funds

HARRISON WORLEY  |  MONDAY, 9 MAR 2020
Brisbane-based superannuation administrator IFAA is ready to broaden its focus beyond the mostly small and medium super funds it typically serves, as the addition of a new shareholder bolsters the firm. Almost half of the equity in Brisbane-based superannuation ...

Jamie Dimon recovering after emergency heart surgery

ALLY SELBY  |  MONDAY, 9 MAR 2020
JPMorgan Chase & Co chief executive and chair Jamie Dimon is recovering after he experienced a tear in his heart's main artery and was rushed into emergency surgery late last week. The bank's co-presidents and co-chief operating officers, Daniel Pinto ...

A man is not a plan: Rice Warner

ELIZA BAVIN  |  MONDAY, 9 MAR 2020
New insight from Rice Warner has re-iterated the message that a husband is not a retirement plan as women's lower super balances are highlighted on International Women's Day. The two key factors for a more comfortable retirement are marriage and home ...

ANZ wealth exit sees hundreds of jobs go

ELIZABETH MCARTHUR  |  MONDAY, 9 MAR 2020
The Financial Services Union has lashed out at ANZ for plans to cut 230 jobs from its private bank and financial advice businesses. The FSU said that in a memo, ANZ told staff that it was committed to helping rebuild trust in the financial advice industry. ...

Banned advisers still working in advice: FPA

ELIZABETH MCARTHUR  |  MONDAY, 9 MAR 2020
The Financial Planning Association of Australia has revealed it is aware of banned financial advisers still working in the advice industry. As part of the government's proposed legislation to implement the recommendations from the Royal Commission ...

Boutique dealer groups merge

ELIZABETH MCARTHUR  |  FRIDAY, 6 MAR 2020
Spark Financial Group and Aura Wealth Australia have agreed to merge, in a move impacting 80 financial advisers. Aura executive director Andrew Coloretti told Financial Standard that the merger was driven by a desire from both groups to achieve economies ...

JP Morgan's coronavirus contingency plan

ALLY SELBY  |  THURSDAY, 5 MAR 2020
Global investing powerhouse JP Morgan has started testing out its coronavirus contingency plan, in case the virus develops into a global pandemic. Thousands of the bank's US employees have been asked to spend a day working from home in the coming ...