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Showing 5301 - 5310 of 18266 results for "Plan"

Spectrum Wealth representatives find new homes

ELIZABETH MCARTHUR  |  MONDAY, 29 JUL 2019
... end of May. About 32 of Spectrum's advisers have gone to Consilium Advice, a further 11 to Climb Wealth and nine to Life Plan Financial Planning. Clients of Spectrum who wish to find a new adviser have been advised by ASIC to make sure they are dealing ...

Intiger makes global operations head redundant

KARREN VERGARA  |  MONDAY, 29 JUL 2019
Intiger has made its head of global operations redundant as it ramps up cost cutting initiatives. Sharon Wright was appointed to oversee teams in India and the Philippines in May 2015. Her role was made redundant in light of the ASX-listed financial ...

Schroders acquires majority stake in impact investor

KRISTI CHENG  |  MONDAY, 29 JUL 2019
Global asset manager Schroders has acquired a majority stake in Swiss impact investor BlueOrchard Finance. The financial terms of the deal have not been disclosed, with the acquisition expected to complete in the second half of 2019. Schroders now has ...

Pinnacle kicks off race to zero-fee ETFs

KANIKA SOOD  |  MONDAY, 29 JUL 2019
A local boutique is planning to launch Australia's first zero fee exchange traded fund. Pinnacle Investment Management is aiming to bring a zero-fee cash ETF to the ASX, managed by Omega Global Investors and says there may be room to implement the model ...

Lloyds, pension fund pay $250m settlement

JAMIE WILLIAMSON  |  FRIDAY, 26 JUL 2019
Lloyds Banking Group will pay $250 million in compensation to Standard Life Aberdeen following its attempt to pull a $186 billion mandate in February 2018. Lloyds Banking Group and its subsidiary, Scottish Widows, reached a final settlement with Standard ...

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
IOOF has redefined the role of its chief risk officer and appointed a compliance and governance expert to the position. The group also announced the sale of one of its advice practices. Amanda Noble, who has been IOOF's acting chief risk officer ...

Suncorp responds to shareholder resolution

ELIZABETH MCARTHUR  |  FRIDAY, 26 JUL 2019
Suncorp has given notice of the resolutions that will be considered at its annual general meeting, including a request to disclose exposures to fossil fuels. The shareholder request was sponsored by activist group Market Forces on behalf of 100 Suncorp ...

MLC Wealth shuffles leadership

HARRISON WORLEY  |  THURSDAY, 25 JUL 2019
... accountability for client outcomes, but set up teams that are high-performing, passionate and obsessed with helping our clients plan for and live well in retirement in this new era for MLC," Lloyd said. "Both Tim and Garry bring highly regarded leadership ...

Financial advice firm grows

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
... Whittaker Macnaught has acquired Warren McHattan Financial Services in Parramatta, putting into motion a broader strategic plan called EWM4.0. "We have thought about the advice business we would design if we were a 2019 start-up and we are on schedule ...

Suncorp pressured on coal

ELIZABETH MCARTHUR  |  THURSDAY, 25 JUL 2019
... oil and gas sectors. A spokesperson from Suncorp told Financial Standard that Suncorp has in place a Climate Change Action Plan, Responsible Investment Policy, and Responsible Banking & Insurance Policy which align the business practices with the 2015 ...