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Showing 5151 - 5160 of 18266 results for "Plan"

Industry embraces Mental Health Month

ELIZABETH MCARTHUR  |  TUESDAY, 1 OCT 2019
... Hare, confirmed his business has put in place a number of initiatives for the month. "Each member of the team has a self-care plan which we're revisiting this month to ensure its updated, remains relevant and aligns to the individual's needs," Hare said. ...

NAB builds banking team, cuts fees

ELIZA BAVIN  |  TUESDAY, 1 OCT 2019
NAB is continuing its expansion, introducing 163 new roles in its business and private bank while also removing over 100 fees for customers. The majority of the new roles are based in Victoria and New South Wales, with over 130 of the 163 being across ...

Macquarie unveils green ambitions in New York

HARRISON WORLEY  |  FRIDAY, 27 SEP 2019
Macquarie Group is planning to develop a 20 gigawatt (GW) suite of renewable energy products through its Green Investment Group over the next five years. Revealed by chief executive Shemara Wikramanayake before fellow global business leaders at the ...

Complexity of grandfathered commissions overlooked

ELIZABETH MCARTHUR  |  FRIDAY, 27 SEP 2019
In a new policy paper, Association of Financial Advisers general manager, policy and professionalism Phil Anderson argues that the complexity of grandfathered commissions has been overlooked by policy makers. Anderson states in the paper that the 2012 ...

The importance of reducing risk

ELIZA BAVIN  |  THURSDAY, 26 SEP 2019
In the current global climate it is more important than ever to reduce risk in your portfolio to ensure the best outcomes for your clients. Speaking at the Copia Reporting Season Wrap Up lunch in Sydney, Vertium Asset Management's chief investment officer ...

AMP, HESTA, Hostplus lose out in ratings

STAFF WRITER  |  THURSDAY, 26 SEP 2019
The Ethical Advisers' Co-op has re-released its fund ratings in the lead up to Ethical Investment Week, with some surprising results. The co-op rates superannuation and investment funds by asking the individual advisers that make up the group to ...

Rainmaker Group expands into ESG media, acquires The Sustainability Report

JAMIE WILLIAMSON  |  WEDNESDAY, 25 SEP 2019
Financial services information publishing company Rainmaker Group, publisher of Financial Standard, announced the acquisition of sustainable investment specialist publications The Sustainability Report and Audacious Investing. Following the purchase ...

Evidence of "pay to play" in US pension consulting

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... base, and political contributions. The research found that presence of a government fund client (for example a public pension plan) for an investment advisory firm was "strongly associated" with the firm's top staff making contributions to state government ...

Results of ASIC MDA review imminent

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has released its submission to ASIC as the regulator reviews managed accounts, with a special focus on managed discretionary accounts (MDAs). This comes ahead of the results of ASIC's review of ...

Adviser cops three-year ban

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
The Australian Securities and Investments Commission banned a financial adviser from providing any financial services for a period of three years. The corporate regulator made a banning order against Kyle Jonothan Perry Marshall under the Corporations ...