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Showing 1 - 10 of 100+ results for "Plan"

Net zero banks fund $3.5bn in carbon: Market Forces

CHLOE WALKER  |  TUESDAY, 18 JAN 2022
Market Forces claims NAB, ANZ and Westpac are among several banks with net zero commitments that continue to lend to Global Infrastructure Partners, despite its not-so environmentally friendly investments. The money will go towards GIP's purchase ...

Vale Chris Regenass

JAMIE WILLIAMSON  |  MONDAY, 17 JAN 2022
The financial advice community is remembering Synchron state manager Chris Regenass, following his sad passing last week. In a video message to the Synchron adviser network, director Don Trapnell shared that Regenass passed away as a result of heart ...

State Street on how it will vote

ELIZABETH MCARTHUR  |  MONDAY, 17 JAN 2022
... we are seeking from these transition plans is not purity, but pragmatic clarity around how and why a particular transition plan helps a company make meaningful progress towards the destination," SSGA said in the letter. "Indeed, it is essential that ...

More work needed to end financial abuse

ELIZABETH MCARTHUR  |  MONDAY, 17 JAN 2022
As the federal government released its draft plan to end violence against women and children, the superannuation industry is calling for action on financial abuse and control. The Australian Institute of Superannuation Trustees (AIST) chief executive ...

Praemium reports key milestone achievement for 2021

CHLOE WALKER  |  MONDAY, 17 JAN 2022
... strong growth trajectories over the over year. "The divestment of our international business [to Morningstar] continues to plan with the agreed transaction terms announced to the ASX on 21 December 2021," he said. "The proposed transaction is positive ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
The professional body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 ...

Investors reveal strong appetite for real estate in 2022

CHLOE WALKER  |  THURSDAY, 13 JAN 2022
INREV's 2022 Investment Intentions report finds that institutional investors plan to deploy at least €68.2 billion into global real estate this year. The Investment Intentions Survey, published annually by the European Association for Investors in ...

UK wealth firm eyes Aussie expansion

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
A global wealth management group based in the UK has discussed plans to expand into Australia, with a keen focus on Sydney. Scotland's Gladstone Global Advisory intends to expand its wealth management operations, concentrated on Sydney, Kuala Lumpur ...

New adviser, intermediary solutions lead at Russell

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
A new head of adviser and intermediary solutions has been appointed at Russell Investments. Neil Rogan was promoted to the role after serving as head of wholesale partnerships for nearly three years. In his new role, Rogan is responsible for Russell's ...
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