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Showing 5571 - 5580 of 18266 results for "Plan"

Class appoints chief executive

KARREN VERGARA  |  MONDAY, 18 FEB 2019
Class appointed a new chief executive to replace Kevin Bungard. Andrew Russell will join the SMSF administration and accounting software provider as managing director and chief executive in early May 2019. He was most recently executive general manager ...

BTFG restructure sees corporate super lead exit

JAMIE WILLIAMSON  |  FRIDAY, 15 FEB 2019
The head of corporate superannuation at BT Financial Group will depart following a strategic review. BT Financial Group has confirmed to Financial Standard it will merge its superannuation distribution teams "to maximise the expertise across all BT ...

Industry fund appoints chief executive

HARRISON WORLEY  |  FRIDAY, 15 FEB 2019
An $8 billion industry superannuation fund has looked inwards for its new chief executive officer. Tony D'Alessandro has been appointed to lead Statewide Super, and will take the reins from March 1. Currently serving as the fund's general manager ...

ClearView launches client-engagement guide

KANIKA SOOD  |  THURSDAY, 14 FEB 2019
ClearView has launched a guide on how financial advisers can engage better with clients, in partnership with an academic. The author is Dr Katherine Hunt from Griffith University, who teaches financial planning subjects and has published papers in the ...

Royal Commission to disrupt product distribution: Roy Morgan

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
Financial product distribution is likely to be disrupted as the Federal Government looks to implement the recommendations of the Royal Commission's final report. Latest insights from Roy Morgan show intermediaries account for the distribution of about ...

Westpac mulls sale of in-house planners

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... spokesperson for Westpac said: "We believe in the important role of advice in supporting Australians to develop a financial plan for their future, but for some time we have said we need to think about how we do that given we are seeing a significant ...

Cardena Private Wealth names managing director

KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
Cardena Private Wealth has appointed Ray Djani as managing director. Djani was nominated to the newly created role after holding a position on the board of the boutique wealth management and advisory firm and working as a consultant for the past three ...

QSuper hires head of employers

KANIKA SOOD  |  WEDNESDAY, 13 FEB 2019
... ING. Media super hasn't appointed a replacement for him yet. "Media Super is about to develop a new three-year strategic plan, and will consider ongoing executive roles in that process. Meanwhile, two senior managers are covering the general manager ...

FASEA confirms code of ethics standard

HARRISON WORLEY  |  TUESDAY, 12 FEB 2019
Following a period of consultation, the code of ethics set to govern the behaviour of financial planners and advisers from next year has been confirmed. On Monday, FASEA released the legislative instrument and explanatory statement of its code of ethics ...

Ideas give insight to opportunity: Vanguard

HARRISON WORLEY  |  TUESDAY, 12 FEB 2019
A recession might happen, eventually. But if it does growth might not be far off either, according to Vanguard. Speaking today at the Sydney leg of the fund manager's financial adviser roadshow, Vanguard global chief economist and global head of investment ...