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Showing 1031 - 1040 of 1666 results for "Matthew"

PADUA launches client fact find

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... and led to higher client engagement as the adviser can tailor the fact find according to client needs. PADUA co-founder Matthew Esler said CAPRI helps advisers make the right first impression with a seamless digital experience. "This in turn means the ...

Age pension spending to rise: ISA

ELIZA BAVIN  |  FRIDAY, 12 FEB 2021
... average earnings, because wages are taxed at a higher rate than super contributions." Industry Super Australia deputy chief Matthew Linden said dumping the legislated increase in the SG will leave Australians with less private savings at retirement and ...

Two ASI executives out the door

ANNABELLE DICKSON  |  THURSDAY, 11 FEB 2021
... institutional client services manager and investment analyst. His role will be taken on by the Australian distribution team. Matthew Newham had been with ASI for over seven years and was most recently head of consultant relations for Australia prior ...

Super industry to fill China investment gap

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
... Australia, there were some concerns of a gap forming. However, Industry Super Australia's (ISA) deputy chief executive Matthew Linden said funds are prepared to inject large amounts of money into Australian infrastructure. "Industry funds are poised ...

ISA calls SG increase delay a tax grab

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 JAN 2021
... a recipe for higher taxes, lower lifetime incomes, and a red tape nightmare for business," ISA deputy chief executive Matthew Linden said. "The government should follow through on the legislated increase to 12% and not be exploring underhanded ways to ...

CountPlus firm completes tuck in acquisition

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... Stirling for 18 years. He is also a fellow of the Financial Services Institute of Australia. CountPlus chief executive Matthew Rowe said the transaction is a boost for Bentleys clients. "We are excited to complete this acquisition and enhance the capability ...

CountPlus firm makes acquisition

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... will acquire an equity interest in O'Brien under the CountPlus Owner-Driver, Partner model. CountPlus chief executive Matthew Rowe said there is a natural alignment and cultural fit between the two firms. "Both businesses have robust capabilities within ...

Zurich launches new fund

ANNABELLE DICKSON  |  THURSDAY, 26 NOV 2020
... and profits which is capturing returns from artificial intelligence. Zurich Investments head of savings and investments Matthew Drennan said advisers can now provide clients with the upside potential of global structural change. "This high conviction ...

Count Financial targets growth with new hire

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... ensure they meet the professional standards in place. At its recent annual general meeting, CountPlus chief executive Matthew Rowe Rowe said a further 240 financial advisers have enquired to join Count Financial but they must first meet the new standards. ...

CountPlus to continue acquisition spree

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... of the numerous opportunities for growth we see in the dislocating financial advice sector," CountPlus chief executive Matthew Rowe said. Further to this, CountPlus provided an update on client remediation matters relating to its subsidiary Count Financial. ...