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Showing 61 - 70 of 244 results for "Planning for"

New deputy chief at First Sentier

KARREN VERGARA  |  FRIDAY, 4 MAR 2022
... company Mitsubishi UFJ Trust and Banking Corporation (The Trust Bank), working across corporate finance, strategy planning for asset management and investor services, and project management roles. He replaces incumbent Yutaka Kawakami, who returns to ...

Iress restructures investment management, advice roles

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... division for nearly five years and in total, has been with the AMP group for 11 years, starting out as head of financial planning for Hillross Financial Services and AMP Financial Planning. Before AMP, she worked at NAB as the head of franchise management ...

HESTA launches Future Planner tool

CHLOE WALKER  |  WEDNESDAY, 15 DEC 2021
... officer Josh Parisotto said many Australians believe they can't afford financial advice and find the prospect of planning for their retirement daunting. "It's a common misconception that financial advice is reserved only for the wealthy but that simply ...

Midwinter hires from Integrity Life

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
... after Andrew Zietara joined Midwinter as head of product earlier last month. Zietara was previously head of financial planning for Queensland for Hillross and AMP Financial Planning.

What family offices want: Report

ELIZABETH MCARTHUR  |  TUESDAY, 19 OCT 2021
... This, Langsford suggests, shows that there is increasing awareness among high-net-worth families of the importance of planning for wealth transition. Over 30% of family offices surveyed were managing money for three generations or more. When it comes ...

Frontier wins NZ client

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
... was chosen based on cultural alignment along with a tailored approach to growing the trust. "TECT is evolving and planning for the next growth phase for the portfolio. As part of that, the trustees are keen to broaden our investment opportunities. Frontier's ...

Midwinter appoints head of product

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
... technology strategy and delivery. Prior to this, Zietara held several senior positions at AMP. He was head of financial planning for Queensland for Hillross and AMP Financial Planning and was lead, advice success and innovation and lead, delivery, and ...

Older Australians overlooking age care costs

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
... from Australians 50 years old and above. It found respondents that were older, more educated or wealthier had better planning for their age care costs. Further, those respondents who had a relative in aged care or some other exposure to it were more ...

Aware Super hires member growth executive

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... Sunsuper, where he was the chief member officer for nearly three years. Prior to that he was the head of strategic planning for the retail division at Vanguard. Ten years before that, he was at Sunsuper as head of financial advice and executive general ...

Perpetual ups acquisition liability

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... the end of June. Yesterday, the group announced that it acquired boutique financial advice firm Jacaranda Financial Planning for an undisclosed amount.