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Showing 981 - 990 of 18241 results for "Plan"

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Morgans recorded 431 active advisers at the end of 2024, while AMP FP had 426. On December 20, both AFSLs had 430 registered ...

Perpetual awards mandate to Equity Trustees

KARREN VERGARA  |  TUESDAY, 7 JAN 2025
... trustee. Equity Trustees Superannuation will takeover trustee duties on 1 March 2025 from Perpetual for the Select Super Plan and Select Pension Plan. This is still subject to the parties finalising legal agreements. Perpetual said its decision to retire ...

Sanlam Private Wealth breaches licensee obligations, hit with enforceable undertaking

MATTHEW WAI  |  MONDAY, 6 JAN 2025
Sanlam Private Wealth, the Australian arm of the South African Sanlam Group, has admitted to breaching licensee obligations by "failing to adequately supervise" its authorised representatives and corporate authorised representatives (CARs), following ...

Goodman Group welcomes Norwegian investment

ELIZA BAVIN  |  MONDAY, 6 JAN 2025
... wealth fund - as an investment partner in the Goodman North American Partnership (GNAP). NBIM has acquired Canada Pension Plan Investment Board's (CPP Investments) 45% interest in GNAP. In addition, Goodman Group acquired a portfolio of primarily value ...

Traders left scrambling over ASX settlement outage

MATTHEW WAI  |  MONDAY, 23 DEC 2024
... did not uncover evidence of malicious activity from an external or internal source." Further, the ASX said it implemented a plan to manage for the additional volume of settlement and recognised that this may take longer than the usual end-of-day-processing ...

Superhero Super assets to swell via fund transfer

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2024
... Master Superannuation Fund - Series 2 and both owned by MYOB's FlareHR - will transfer to Superhero Super, which is a plan under OneSuper. Slate Super and Simple Choice Super are the same product, marketed under different names. Simple Choice was ...

New tool will streamline regulation: Chalmers

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... particularly support smaller financial sector businesses navigate upcoming changes to the regulatory environment and help them plan with a greater level of confidence and certainty," Chalmers said. "More confidence and certainty will encourage competition ...

What you read in 2024

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... more than 100 advisers over a five-year tenure. Another corporate fund bites the dust (May 20) The Nissan Superannuation Plan was wound up on July 31, almost 50 years on from its creation. The Nissan Superannuation Plan was created in 1977 to house the ...

Rest nabs culture leader from Aware

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
Rest Super has recruited two experienced hands to drive the fund's strategic focus on workplace culture and employee experience. Amy Matthews has been appointed general manager of organisational capability & people experience, while Kama Ghosn joins ...

Sue Brake joins NZ Super, Lisa Gray departs VFMC

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
Two of Australia's former top executives at the forefront of change have become highly influential figures on sovereign wealth fund boards. Sue Brake, former Future Fund investment chief and adviser to Singapore's central bank has chosen a second ...