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Showing 5591 - 5600 of 18266 results for "Plan"

Hiring outlook subdued: Poll

KARREN VERGARA  |  MONDAY, 4 FEB 2019
... Financial Standard's latest poll shows readership optimism is more subdued. Half of the financial services firms surveyed plan to decrease headcount this year. About a third (30%) wants to hire more employees, while the remainder intend to maintain ...

Commonwealth FP fails to meet EU obligations

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
Hours before the final report from the Royal Commission goes public, Commonwealth Financial Planning has been ordered by ASIC to stop charging ongoing service fees. It is also barred from entering any new ongoing service arrangements with customers. ...

Synchron renews calls on risk advice separation

KANIKA SOOD  |  FRIDAY, 1 FEB 2019
Synchron director Don Trapnell is sticking by his long-held view that if risk advice and financial advice are not separated, dedicated risk advisers will exit the industry in droves. "Australians need access to both life insurance advisers and financial ...

HNWs to embrace alternatives in 2019: Fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
A boutique investment firm plans to allocate much of the $175 million it raised in 2018 to alternatives, anticipating family offices and private wealth advisers will increasingly do the same. Spire Capital raised $175 million in aggregate for three ...

Federation Asset Management appoints Equity Trustees

HARRISON WORLEY  |  THURSDAY, 31 JAN 2019
A recently launched asset manager appointed Equity Trustees as its trustee. Federation Asset Management appointed Equity Trustees as its trustee and responsible entity. The firm, who launched last September, is aiming to lead investment in renewable ...

SuperConcepts names interim chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 30 JAN 2019
SuperConcepts has appointed an interim chief executive, with Natasha Fenech to leave sooner than originally planned. SuperConcepts chief financial officer and general manager of product Adrian Urquhart will take over from Fenech, whose resignation was ...

Formica finds new CEO role

DARREN SNYDER  |  WEDNESDAY, 30 JAN 2019
Former Janus Henderson Group co-chief executive Andrew Formica is joining Jupiter Fund Management as its new leader in March. Formica will replace current Jupiter chief executive Maarten Slendebroek, who is transitioning out of his role and finishing ...

Ponzi scheme fined $1.4bn

KANIKA SOOD  |  WEDNESDAY, 30 JAN 2019
A Ponzi scheme that allegedly duped 8400 retail investors in the US has been ordered to pay US$1 billion in penalties and disgorgement. Woodbridge Group of Companies LLC and its former owner and chief executive Robert H. Shapiro lured retail investors ...

New rules for UK retirement income products

JAMIE WILLIAMSON  |  TUESDAY, 29 JAN 2019
The UK's pension fund industry is set to be hit with strict new investing rules, with proposed regulation designed to increase consumer engagement. The Financial Conduct Authority is concerned about consumers moving into drawdown and holding their funds ...

QIC signs US investment partnership

KANIKA SOOD  |  TUESDAY, 29 JAN 2019
QIC is investing in a Boston university's parking systems as part of a 50-year partnership, building its American infrastructure presence. QIC Global Infrastructure has formed a new company MasParc and Mobility LLC that will take over the management ...