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Showing 821 - 830 of 3847 results for "Plans"

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
... other legal practices, as well as SME's and HNW clients who are seeking a high-quality legal service. Sequoia said it plans to launch additional services to assist financial advisers, including in the areas of account-based pensions, child pensions ...

Advice firm targets teen financial literacy

KARREN VERGARA  |  FRIDAY, 7 JAN 2022
... contextualised adequately into their personal lives, and they're not taught how to nor prompted to create their own spending plans, investment strategies nor sort out their super nor tax. It's entirely theoretical and lacking. We can fill in ...

AFA chief steps down after six months

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 JAN 2022
... After six months in the top job, Helen Morgan-Banda has departed the Association of Financial Advisers (AFA). Morgan-Banda plans to return to her home country of New Zealand, explaining that she wishes to be closer to family amid ongoing uncertainty ...

Morningstar to buy Praemium for $65m

CHLOE WALKER  |  WEDNESDAY, 22 DEC 2021
... with Morningstar, we can confidently say we have found the perfect fit." Melbourne-based Praemium previously announced its plans to focus its financial and leadership resources on its domestic growth trajectory in the Australian platform market and to ...

EISS Super finds merger partner in Cbus

JAMIE WILLIAMSON  |  FRIDAY, 17 DEC 2021
... broke of its questionable expenditures and poor culture within the fund following its failure of the performance test, the plans were dropped. EISS Super chair Peter Tighe said discussions so far and the presentation delivered by Cbus as part of the ...

What you read in 2021

JAMIE WILLIAMSON  |  FRIDAY, 17 DEC 2021
... confirm merger will go ahead In March, the two biggest super funds in Queensland confirmed all the rumours and announced their plans to merge; a move that would create a powerhouse fund with more than $200 billion in funds under management. The funds ...

OnePath Custodians sued over fees for no service

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
... charged financial advice service fees of about $3.8 million to 16,210 members who had been de-linked from employer-sponsored plans. OnePath apparently sent these members statements throughout the period that failed to notify them of their rights regarding ...

PIMCO revives local LIT plans

JAMIE WILLIAMSON  |  TUESDAY, 14 DEC 2021
After almost two years of delay, PIMCO is planning to launch its first Australian listed investment trust in March next year. PIMCO, which has been managing listed funds globally for about 25 years, said the new offering will seek to address Australian ...

Frydenberg pledges to move on crypto regulation

CHLOE WALKER  |  THURSDAY, 9 DEC 2021
Federal Treasurer Josh Frydenberg has outlined the government's plans to move forward with new crypto asset reforms in 2022. In a speech to the Australian-Israel Chamber of Commerce (AICC) yesterday, the Federal Treasurer described the move as the most ...

AZ NGA recruits chief operating officer

JAMIE WILLIAMSON  |  WEDNESDAY, 8 DEC 2021
... operating officer of Countplus will join AZ Next Generation Advisory in the new year, spearheading the group's expansion plans. Graham McGeagh has been with Countplus since 2018 but will join AZ NGA as its chief operating officer in early 2022. In doing ...