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Showing 621 - 630 of 18232 results for "Plan"

Missing personal information can boost retirement income: Vanguard

KARREN VERGARA  |  WEDNESDAY, 16 JUL 2025
Considering personal and financial circumstances for retirees could increase their retirement incomes between 3% and 51%, according to a new Vanguard study. To uncover the impact of missing personal information on retirement income strategies, Vanguard's ...

HUB24 reports record $136bn FUA

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... 175,870 members at the end of March with $43.6 billion in member savings, according to APRA data. The ClearView Retirement Plan had about $2.1 billion with 11,803 member accounts before it was transferred to HUB24. The asset boost now ranks the HUB24 ...

Macquarie lines up $240m deal for new data centre

ELIZA BAVIN  |  MONDAY, 14 JUL 2025
Macquarie Technology Group has entered into a put and call option to purchase a large parcel of land for a new data centre campus in Sydney. The deal, worth $240 million, intends to construct a new data centre campus in stages that is expected to deliver ...

ART inks mandate with Zurich

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... to feel safe and confident that insurance in super can help keep them and their family secure, if life doesn't go to plan. After a competitive tender process that started in July 2024, Australian Retirement Trust has selected Zurich Australia Limited ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
Betashares is acquiring managed accounts business InvestSense to create Trellia Wealth Partners out of the deal. Trellia will have about $8 billion in funds under management and will operate as a standalone business, of which Betashares will contribute ...

Funeral insurer fined $4.75m

MATTHEW WAI  |  FRIDAY, 11 JUL 2025
... subsidiary of Youpla Group (then ACBF Group), offered its funeral expenses insurance policy Aboriginal Community Funeral Plan (ACF Plan) primarily to Aboriginal consumers, ASIC said. Both entities have been in liquidation since 2022. The $3.5 million ...

James Mawhinney contravened law: Federal Court

KARREN VERGARA  |  FRIDAY, 11 JUL 2025
In a win for ASIC, Mayfair 101 Group director James Mawhinney has been associated with or involved in contraventions of the law by his companies, the Federal Court determined. The contraventions concern the marketing of three products - the M+ Fixed ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Ascalon Capital has added two executives to its growing team as it expands its partnership-driven consulting and adviser-aligned investment solutions. Berit Deagan joins as head of business development and John Burton as head of business solutions. ...

Super moves: TCorp, Mercer, Commonwealth

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... consulting work lined up focused on developing a reasonable steps framework under the FAR regime, which will give him time to plan his next move. Previously, Firth worked at Challenger, Barclays Capital and AT Kearney. Finally, Erin Quinn has been named ...

QIC names four new principals

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Queensland Investment Corporation has promoted three senior managers in its global infrastructure team. Grace Harnwell, Jason Rapley, and Mark Blencoe have been promoted to the role of principal, while Thierry Cojan has been appointed as senior principal. ...