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| | | ... the APS CoreSeries Managed portfolios, which include Conservative, Balanced, and Growth options. Replacing Morgan Stanley Wealth Management, North said Mercer offers lower management fees of up to eight basis points per year, and in turns will translate ... |
| | | | ... savings and generate an income that will deliver a comfortable lifestyle later in life, according to GBST research. The wealth management and advice solutions technology provider's research, which was carried out with 120 financial advisers, found that ... |
| | | | ... numbers and assets, a sizeable proportion of HNWs are seeking personalised and specialised advice to help manage their wealth and prepare for intergenerational transfer. This is particularly the case for those with $5-$10 million in assets. According ... |
| | | | ... and retirement landscape, regulatory developments, and the torrent of considerations surrounding the anticipated great wealth transfer. "We'd like to say a big thank you to those who nominated us, and congratulations to all our fellow finalists in ... |
| | | | New Zealand's sovereign wealth fund, NZ Super Fund, posted a herculean return of 14.94% this past financial year, trouncing its peers, according to data provider Global SWF. The fund outperformed its Treasury Bills benchmark - a measure based on the ... |
| | | | ... aspects. Kerr has an extensive background in life insurance, most recently the group executive in life insurance at ClearView Wealth. He was also instrumental in the merger of Zurich Financial Service and OnePath in June 2019 after his prolonged tenure ... |
| | | | ... game-changer for Hostplus and potentially for the broader superannuation industry." Iress executive general manager for wealth Kelli Willmer said SuperSmart was created to support the industry to solve the advice gap, leveraging technology and data to ... |
| | | | ... stint as chief executive and a total of three decades at the bank. Miller is currently the chief of Westpac's business and wealth division and previously held the same position at the Westpac Institutional Bank. He also held similar senior roles at Deutsche ... |
| | | | The Federal Court has approved the $100 million Buyer of Last Resort (BOLR) class action settlement despite some participants objecting to it, calling for a larger payout and making AMP accountable for its actions. Justice McElwaine approved the settlement ... |
| | | | Story Wealth Management Anne Graham has exited the business she co-founded to join Kearney Group, bringing along her book of clients. Graham is now a partner - integrated advice of Kearney's private wealth unit. Graham co-founded Story Wealth in 2016 ... |
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