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Showing 6661 - 6670 of 18271 results for "Plan"

NAB sells trustee business to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
IOOF will acquire National Australia Trustees Limited following an agreement with NAB, making it one of Australia's largest compensation trust providers. IOOF managing director Christopher Kelaher described National Australia Trustees' offering as a ...

Centrepoint to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
Financial advisers in the Centrepoint Alliance network will benefit from a new partnership delivering virtual workspaces. Through integration with Suitebox, advisers will enjoy video conferencing and digital document signing as well as highly secure ...

Promotions for CFSGAM global resources team

KARREN VERGARA  |  TUESDAY, 13 JUN 2017
... NewSmith Capital, ORN Capital, and Deutsche Asset Management. The appointments are a culmination of a long-standing succession plan, chief investment officer of equities David Dixon said, adding the team is best placed to successfully manage their portfolios ...

Retail funds closing in on return gap

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... Top-performing personal (balanced) funds were IOOF Employer Super Personal - Profile 75 (14.1%), MyLife MySuper Personal Plan - Moderately Aggressive (13.5%), FirstState Super Personal - Growth (12.5%), AustralianSuper Personal - Balanced (12.4%) and ...

Financial Standard to expand into Marketing and Communications educational content

ALEX BURKE  |  FRIDAY, 9 JUN 2017
Financial Standard will publish a new category of educational content across its magazines next month, focusing on the critical role that marketing and communications professionals play in shaping the financial services industry. The new content category ...

Westpac to review history of new applicants

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2017
... process to help promote a better banking culture. The move forms part of the Australian Bankers' Association's Six Point Plan. The process will involve a series of fact-based questions about employment history and conduct, including whether the applicant ...

ASIC bans former Westpac adviser

EMMA RAPAPORT  |  THURSDAY, 8 JUN 2017
A former representative of Westpac has been banned from providing financial services for five years following an ASIC investigation. Sudhir Kumar Sinha, a financial planner from Western Australian, was found to have systematically failed to meet his ...

Advisers maintain trustworthy reputation: Survey

KARREN VERGARA  |  THURSDAY, 8 JUN 2017
The financial planning profession has maintained its reputation for being ethical and honest over the last five years, Roy Morgan research shows. About one-quarter of respondents in the market research firm's annual survey of the most highly-regarded ...

Mercer vet takes reins at former Pillar offices

ALEX BURKE  |  WEDNESDAY, 7 JUN 2017
Mercer has appointed a new leader for Mercer Wollongong, formerly Pillar Administration. Jo-Anne Bloch takes on the role having previously been partner and team leader at Mercer's Innovation Hub in the US. Before that, she was Mercer's financial advice ...

Super funds not future ready: Mercer

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
Fund trustees and executives must start thinking about the future and take ownership of what their funds can control to ensure long-term growth and sustainability. Discussing Mercer's 2020 Super Fund Executive Report - Change or be Changed, Mercer managing ...