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| | | Insignia Financial has made two appointments to its master trust and insurance product team. Gideon Lipman joins the company as head of product, master trust and Insurance. Lipman has more than 18 years of experience in the wealth management industry ... |
| | | | ... considering the fees and risks investors are accepting, should be delivering well more than a growth portfolio superannuation fund, which is promoted as having lower fees and less risk comparably, otherwise what are investors paying for?" Lallensack ... |
| | | | The US-based investment manager is bolstering its business development capabilities in Australia, opening an office and appointing a managing director. Craig Matthew has been appointed managing director for Australia and New Zealand for Pretium, heading ... |
| | | | The industry has welcomed Michelle Levy's draft reform proposals, saying the consultation paper released today provides "a sensible roadmap" and a way forward. The Quality of Advice Review consultation paper was released this afternoon, outlining ... |
| | | | ... mean that, in very large part, all personal conversations and interactions between a customer and their bank, superannuation fund or insurer would be personal advice conversations and interactions if they include a recommendation or opinion which is ... |
| | | | ... explained. "By being more competitive, by investing in a better client experience we expect to continue to grow our superannuation fund," Mota said. "On the other hand, it plays a really important role in our financial wellbeing strategy, through our ... |
| | | | Vanguard expects to launch its product before the end of the year, having been handed a registrable superannuation entity licence. APRA granted a new RSE licence to Vanguard Super Pty Ltd, the trustee of Vanguard Super, yesterday. In an update, Vanguard ... |
| | | | ASIC has released its corporate plan, outlining strategic priorities and its course of action for the next four years, with a particular focus on the retirement sector. The regulator highlighted four strategic priorities. One of its primary focuses ... |
| | | | ... business has achieved a material improvement in size and scale, with trustee responsibility for more than 550,000 superannuation fund members and has continuing opportunities for further growth." Schwartz added EQT has now delivered higher dividends ... |
| | | | While headwinds are challenging capital markets globally, MinterEllison's latest report suggests that the Australian market remains resilient. The report reflects the viewpoints of a group of capital markets experts, as they discussed trends and the ... |
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