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Showing 691 - 700 of 18240 results for "Plan"

APRA plans to remove 'unnecessary obstacles' for longevity products

ANDREW MCKEAN  |  THURSDAY, 12 JUN 2025
APRA has proposed changes to its prudential framework for annuities, committing to removing unnecessary obstacles to the development of more "innovative" and "competitively priced" longevity products. The regulator identified two issues with its existing ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
A former financial adviser that redirected $14.8 million in client and family funds into a crypto scam has been banned for 10 years. Glenda Rogan of Wollongong and Sutherland Shire allegedly transferred at least $14.8 million of funds invested by clients ...

Nuveen reaches $650m in commitments for local RE debt strategy

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
The $1.3 trillion asset manager has received $300 million from the Canadian Pension Plan Investment Board (CPP Investments) for its Australian real estate debt strategy. CPP Investments has contributed $300 million through CPPIB Credit Investments ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across ...

Government to convene a productivity roundtable

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
... debate that leads to concrete and tangible actions," Albanese said. "The starting point for our government is clear. Our plan for economic growth and productivity is about Australians earning more and keeping more of what they earn." Albanese noted that ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... many Australians. Speaking to Financial Standard, SSGA head of Asia Pacific Kevin Anderson mapped out the firm's game plan for Australia - its ETF positioning in a fiercely contested market, product development aspirations, and partnership strategy. ...

Link Wealth acquires boutique advice firm

ANDREW MCKEAN  |  FRIDAY, 6 JUN 2025
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers. The acquisition will see the integration of more than 185 client families across ...

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have ...

Super moves: TCorp, ESSSuper, Funds SA, Team Super

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
TCorp has promoted Tim Dai to manager of infrastructure, real assets and private markets investments. Dai previously served as a senior associate advising the New South Wales government on complex commercial transactions, leveraging his analytical skills ...

ETF Shares to bolster sales team

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
Australian exchange-traded fund start-up ETF Shares will accelerate its push into the local market following the appointment of Will Taylor as chief operating officer. Taylor, who landed from Global X, will report to chief executive Cliff Man and oversee ...