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| | ... senior positions in marquee financial services firms. Roberts has over 20 years of experience in the financial services industry, with a strong background in managing third-party relationships, account management, people management, and client servicing. ... |
| | | ... transparency not only allows members to assess and compare costs between funds, but also drives competition across the super industry which ultimately improves outcomes for members," she said. Additionally, Vanguard submitted that mandating product closures ... |
| | | ... the administration fees members pay next month as it moves forward with its merger with TWUSUPER. Effective May 20, the industry fund said administration fees will be lowered 25% from $52 to $39 per year for super members due to the upcoming merger which ... |
| | | ... also have great capability with self-managed super and aged care advice, and we have great advice relationships with industry superannuation." Blue Harbour chief executive Todd Hitchcock said the merger will deliver many benefits to employees, advisers ... |
| | | ... Advice Review is expected to provide strong tailwinds for the 'return' of advice," it said. ClearView said improving industry dynamics and financial adviser productivity has led to increased business volumes for the last three quarters with the inflection ... |
| | | ... making the cut. Iress, GBST, Practifi, Lumiant, and Ignition Advice were all on the list, which was selected by a panel of industry experts. GBST chief executive Rob DeDominicis said it was a "huge year for GBST's growth and innovation" with the company ... |
| | | The financial services industry has paid tribute to Wayne McGauley who passed away over the weekend. Most recently the head of distribution at Wheelhouse Partners, McGauley had a long and successful career in the financial services industry spanning ... |
| | | ... capital, timberland, and global equities. James brings over 25 years' experience in the investment and wealth management industry along with expertise across distribution, marketing, and client services. He was most recently general manager, head of ... |
| | | ... consultant's institutional private equity business has offered a pooled fund to the market. WTW said this will support broader industry initiatives to better align the long-term investment needs of many end investors, including Defined Contribution (DC) ... |
| | | ... fee for over $20,000). "Our approach leverages technological innovations and operational efficiencies akin to those of industry heavyweights like major super funds, HUB24, and Netwealth, to deliver unparalleled value to our clients," Winters said. Superhero ... |
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