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Showing 7441 - 7450 of 18273 results for "Plan"

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
The 2015 winners of the Beddoes Institute inaugural Most Trusted Adviser Network (MTA) Awards have been announced. Nationally taking the award for most trusted adviser was Greg Lourens from SAM Group, while David Reed from The Retirement Advice Centre ...

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
AZ Next Generation Advisory has acquired a Sydney-based Fortnum-aligned advice group. Priority Advice Group (PAG), located in Chatswood, was founded in 1987 by Russel Marx and Alan Krowitz. Its leadership team, including managing director Larry Fingleson ...

MSCI measures insto ESG exposure

DARREN SNYDER  |  WEDNESDAY, 13 APR 2016
Global index and research house MSCI has launched an MSCI ACWI Sustainable Impact Index alongside its MSCI ESG Sustainable Impact Metrics with the aim of allowing institutional investors to measure exposure to public companies whose products and services ...

AIOFP retains industry super consultant

DARREN SNYDER  |  WEDNESDAY, 13 APR 2016
... general manager business services at Superannuation Trust of Australia; and superannuation manager at ExxonMobil Superannuation Plan. More recently, Ryland established her own consultancy and is working with clients on an independent basis. AIOFP said ...

Midwinter partners with Licensing for Accountants

WHITNEY FITZSIMMONS  |  TUESDAY, 12 APR 2016
Licensing for Accountants, a firm that supports accountants who are moving from compliance to advice through providing access to advice templates and software, has joined forces with financial software company Midwinter to make the advice process easier. ...

CalPERS urges Rio Tinto to report climate change risk

DARREN SNYDER  |  TUESDAY, 12 APR 2016
Rio Tinto is supportive of a resolution co-filed by US pension fund CalPERS requesting the global mining giant provide an annual report on environmental risks and opportunities associated with climate change. CalPERS holds about 250,000 shares in Rio ...

AUI appoints investments general manager

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
Australian Unity Investments (AUI) has appointed Geraldine Barlow as general manager - investments. Barlow joins AUI from the New Mexico State Investment Council, where she was head of real return and real estate. In the role she managed a portfolio ...

State Street expands in Melbourne

WHITNEY FITZSIMMONS  |  TUESDAY, 12 APR 2016
Global firm State Street Corporation is expanding its Melbourne office to underpin its commitment to servicing superannuation funds and asset managers in Victoria. Commenting on the expansion State Street chairman and chief executive Joseph L. Hooley ...

CHOICE adds another super voice

DARREN SNYDER  |  MONDAY, 11 APR 2016
Consumer advocacy group CHOICE will be increasing its superannuation voice during 2016, a direct response to the little industry conversation with a consumer focus during an election year. CHOICE chief executive Alan Kirkland flagged the group's position ...

Government releases draft life insurance regulations

ALEX BURKE  |  FRIDAY, 8 APR 2016
... may arise that are out of the hands of, or could not have been foreseen by, the planner when they developed the financial plan advice strategy recommended for the client. "The clarification provided around the grandfathering of existing payments also ...