Search ResultsShowing 51 - 60 of 100+ results for Karren Vergara
Most clients coping with financial stress: Poll
KARREN VERGARA  |  TUESDAY, 29 JAN 2019
Financial advisers are helping clients manage financial stress and keep it at minimal levels, Financial Standard 's latest survey shows. Financial advisers canvassed in our latest straw poll said most of their clients fall into either the ...
Roll-it Super expands offering
KARREN VERGARA  |  TUESDAY, 29 JAN 2019
Roll-it Super has partnered with Moneytree to provide customers better control of their finances. Personal finance management app Moneytree will provide API infrastructure to enable Roll-it Super users to aggregate all financial accounts securely. ...
Rest launches low-cost indexed options
KARREN VERGARA  |  FRIDAY, 25 JAN 2019
Industry superannuation fund Rest has launched new indexed options that do not charge investment fees. Introduced to Rest members in December 2018, the three new indexed investment choices offer Australian shares, overseas shares or a balanced ...
Wealth group acquires asset manager stake
KARREN VERGARA  |  FRIDAY, 25 JAN 2019
Aura Group has acquired a majority stake (55%) in Vantage Point Asset Management in a bid to expand its funds management businesses. Aura said the acquisition will diversify its products to include more liquid absolute-return funds and provide ...
FSC extends life code consultation deadline
KARREN VERGARA  |  THURSDAY, 24 JAN 2019
The Financial Services Council is extending the consultation period for the second iteration of its life code until 31 January 2019. The draft FSC Life Insurance Code of Practice was first released for consultation in November 2018 , proposing 30 ...
State Super appoints CIO
KARREN VERGARA  |  THURSDAY, 24 JAN 2019
State Super appointed Gary Gabriel as its new chief investment officer, and promoted Charles Wu to deputy chief investment officer and general manager of defined contribution. Gabriel replaced Richard Hedley , who exited after more than two years ...
Profit downgrade hurts Challenger
KARREN VERGARA  |  THURSDAY, 24 JAN 2019
Challenger shares dropped by 17% overnight after recently appointed chief executive Richard Howes flagged a profit downgrade. Challenger's share price plunged from $9.23 to about $7.65 on the back of lower-than-expected December 2018 half-year ...
Quirky SMSF investments unveiled
KARREN VERGARA  |  WEDNESDAY, 23 JAN 2019
A new report from SuperConcepts unveils some of the most unusual investments held in self-managed superannuation funds, which include ATMs, livestock and frozen horse semen. The SMSF administration and software provider's Investment Patterns ...
Will the PC recommendations fall through the cracks?
KARREN VERGARA  |  WEDNESDAY, 23 JAN 2019
Nearly two weeks after the Productivity Commission unveiled its final report , has its push to overhaul the superannuation system fallen on deaf ears? Two legal experts discuss what could happen next. Following a three-year review that produced 31 ...
NEOS Life expands to the west coast
KARREN VERGARA  |  WEDNESDAY, 23 JAN 2019
Retail life insurance provider NEOS Life is expanding in Western Australia with the help of three former AIA Australia staff. Reon Botha will lead the Western Australian sales team as state manager. He joined from AIA Australia where he was a ...
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