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Showing 51 - 60 of 916 results for %22Strategic Planning%22

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... year, coming in at $191 million. This was impacted by lower average funds under management and advice (FUMA) and some strategic repricing, it noted. The lower FUMA also impacted net revenues, which were 7% lower than in FY22. On a brighter note, net ...

Munich Re targets AMP over alleged reinsurance misconduct

ANDREW MCKEAN  |  WEDNESDAY, 23 AUG 2023
... returned to oversee wealth management at Credit Suisse, said: "The sale of the Life business is a foundational step in our strategic transformation to become a simpler, client-led and growth-oriented organisation. It's also a historic moment as AMP ceases ...

Fund manager injects $28m in Stockspot

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2023
... expand its capabilities in the precarious digital advice landscape. Mirae Asset Global Investments announced its "major strategic investment" in Stockspot but did not disclose its percentage ownership in the robo-adviser. Stockspot currently manages ...

AMP provisions $50m in response to class action

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
... whilst continuing to resolve legacy issues. The changes we have made are allowing us to focus on driving performance and strategic investment in our growth businesses, with our eyes firmly on the future."

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... presents an opportunity to join a large, dynamic community of advisers, accountants, and business leaders. He added the strategic partnership with AZ NGA will also grant the firm access to added capability, capacity, and scale advantages. "Advice businesses ...

New product lead at Equip Super

ELIZABETH FRY  |  FRIDAY, 28 JUL 2023
... lower fees and improved investment options for members. The recruit brings a background in product development, strategic planning, and commercial management that is second to none gained through his career at Mercer, AMP, AXA, Industry Fund Services ...

CFOs look to hire in second half: Survey

CHLOE WALKER  |  FRIDAY, 28 JUL 2023
... uncertainty." By the same token, Gorton noted that companies who plan to hire soon are taking a very deliberate and strategic approach to their decisions. "With more stakeholder approvals and time needed to get new hires over the line, organisations ...

Insignia offloads investment bonds unit

KARREN VERGARA  |  MONDAY, 24 JUL 2023
... million in the prior financial year. "The investment bond business is considered adjacent to Insignia Financial's core strategic priorities and the sale will provide improved business focus and clarity, while IOOF Ltd's policy holders will benefit ...

Adviser levy tripled, labelled "deeply unfair"

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
... support, property, and corporate services, and legal. In terms of the work ASIC said it is looking to recover costs on, the strategic work undertaken this financial year in the advice space that the regulator highlighted related to the design and distribution ...

Family office manager names first chief executive

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
... has primarily been an investment manager for family offices," Robertson told Financial Standard. "But our plans for strategic growth are to expand that service offering in investment management to financial planning and accounting firms and partnering ...