|Search Results||Showing 81 - 90 of 100+ results for Karren Vergara|
|Cardena Private Wealth has promoted a long-serving financial adviser to partner. Tom McDonald was named partner after joining the Sydney-based firm more than 10 years ago. Prior to Cardena, McDonald was also a financial adviser at Arrive Wealth ...|
|A new boutique fund manager has appointed RBC Investor & Treasury Services (RBC I&TS) as its new custodian. RBC I&TS will provide custody and fund administration services for Melior Investment Management, which launched its flagship Melior ...|
|KPMG has appointed a life insurance lead partner who previously held executive roles at AMP and Challenger. Pauline Blight-Johnston joins the consulting firm's actuarial and financial risk practice on October 8. She was most recently general ...|
|APRA has warned trustees that failed to comply with the July 1 Protecting Your Superannuation Package deadline to inform the prudential regulator straight away. A trustee that breaches the PYSP legislation at the product level application or the ...|
|Investec Bank plc has received the green light from APRA to provide banking services in Australia from July 1. Investec Bank plc, which is owned by London Stock Exchange-listed Investec plc, is now operating as a foreign ADI. BNP Paribas, Societe ...|
|Members invested in QSuper's default balanced option will benefit from lower investment fees. In addition to the group insurance policy changes the $72 billion super fund introduced on July 1, investment fee changes have been rolled out. Investment ...|
|Raiz Invest is bumping up fees for low-balance customers from 1 August 2019. Monthly maintenance fees will increase to $2.50 for active account balances of less than $10,000. For accounts with equal to or greater than $10,000, the account fee is ...|
|MLC Super has changed the way it assesses total and permanent disablement (TPD) claims for all working members from 1 July 2019. For members who have worked for 13 months before lodging a claim, MLC Super will determine if the member is unable to ...|
|A $43 billion superannuation scheme awarded a mandate worth more than $200 million to Omega Global Investors. State Super allocated the funds to Omega's smart beta-plus strategy, complementing its existing Australian equity portfolio. Omega ...|
|Modern-day slavery remains widespread across many sectors, while some public companies have yet to map out their supply chains where the practise is deeply embedded, according to a fund manager. Ausbil head of ESG research Mans Carlsson-Sweeny said ...|
A new superannuation fund hoping to bridge the retirement savings gap will launch with the hope of disrupting the system that has disadvantaged women.
The general manager of superannuation and retirement solutions at a $57 billion industry fund has resigned, with the hunt commencing for a replacement.
Praemium saw funds under administration hit $16.1 billion over the last financial year, thanks largely to its off-platform managed accounts service.
OnePath has moved to enhance the abilities of financial advisers using its OneView Life client management portal.
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