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Showing 91 - 100 of 1206 results for "Perspective"

ASIC warns super funds on member communication failure

KARREN VERGARA  |  WEDNESDAY, 12 APR 2023
... clarity. To ensure that members understand the impact of relevant changes, trustees should consider from a members' perspective what communication members will receive and when," Press said. Poor member communication was highlighted as an area of ...

Mercer names strategic relationships lead

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... said. "John has proven success in delivering strong client outcomes, and I'm looking forward to leveraging the perspective he can bring to our diverse investor base, particularly in the wealth management space." Commenting on his appointment Allmey ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... performance and retirement outcomes, as some members may make impulsive decisions. While some members overlook the long-term perspective of their superannuation, others' excessive meddling can have unintended consequences, potentially impacting long-term ...

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
... towards that affluent side, I think over time what we're seeing is advisors are using managed accounts for a broader perspective of their clients." When it comes to age profiles, Brennan said two in five current managed account users indicated that ...

Rest switches up recruitment focus

ELIZABETH FRY  |  FRIDAY, 24 MAR 2023
Andrew Lill, the chief investment officer of $70 billion super fund Rest, says the role of a CIO is changing and not just because investment heads have to respond quickly to more volatile markets. Increasingly, investment chiefs must consider a range ...

Retirement officer roles critical in super funds

CHLOE WALKER  |  THURSDAY, 23 MAR 2023
... for retirement, which makes it much easier to coordinate a holistic retirement strategy," she said. "So, from our perspective, it's really great to see that progress." In part, Bose said, the RIC has been a catalyst for that change. "In the past ...

The unique experience of a single woman

CASSANDRA BALDINI  |  TUESDAY, 21 MAR 2023
... will spend less than half of their adult life with a partner. "Single women, for sure, have it harder financially," Perspective Financial Services managing director and financial adviser Esther Althaus says. "There are a lot more women staying single ...

Link Group appoints general manager

CHLOE WALKER  |  MONDAY, 20 MAR 2023
... skillsets and experience to deliver on our vision," she said. Morberger added: "I believe I can add value from a strategic perspective, with a focus on engaging with clients and stakeholders to support an exceptional customer experience, further innovation ...

Australian Ethical adds to leadership team

CASSANDRA BALDINI  |  TUESDAY, 14 MAR 2023
... transparent public consultation. "The previous public consultation on the development is redundant from a biodiversity perspective because the public hasn't been given the full picture. Our fear is that this development will be approved without proper ...

Investment bonds offer refuge amid super changes

ANDREW MCKEAN  |  WEDNESDAY, 8 MAR 2023
... the case moving forward, because that's not the purpose of those funds," he said. Meanwhile, from an estate planning perspective, super is often used to transfer wealth to beneficiaries. However, investment bonds offer greater flexibility, as beneficiaries ...