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Showing 91 - 100 of 100+ results for Karren Vergara

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Generation X and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
Wheelhouse Partners has rebranded its global equity strategy to reflect how investors use the fund within their alternatives allocation. The Wheelhouse Global Equity Income Fund, which has about $100 million in assets under management, is now known ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
Two financial advice firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Priority Advisory Group and Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's ...

Two top Global X executives exit

KARREN VERGARA  |  TUESDAY, 12 SEP 2023
Two senior executives leading distribution and investment strategy respectively have exited Global X ETFs amid a local restructure. Head of distribution Kanish Chugh has been made redundant just shy of 10 years of tenure. Chugh started out as a business ...

NGS Super to debut retirement income product

KARREN VERGARA  |  MONDAY, 11 SEP 2023
NGS Super is set to launch a new retirement product this November in a bid to help decumulation phase members retire with confidence. NGS Super chief executive Natalie Previtera told Financial Standard that the $14.2 billion superannuation fund will ...

Former van Eyk chief cops permanent ban

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
The former chief of van Eyk Research Mark Thomas has copped a permanent ban from working in financial services by the corporate regulator. ASIC's banning order follows the former research house chief's sentencing last November when he pled guilty ...

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
The highly anticipated legislation that recognises veteran financial advisers as professionals and exempts them from undertaking further qualifications has passed both houses of parliament. The Labor government passed Treasury Laws Amendment (2023 Measures ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
Spark Financial has partnered with two fintechs in a bid to help its financial advisers drive client growth. Oko Adviser, a sustainability investing platform that uses advance analytics to source aligned solutions and avoid greenwashing among ETFs ...

Cbus unveils new leadership team

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
Cbus has made a raft of leadership changes that include appointing a deputy chief investment officer and chief operating officer. Alexandra Campbell is the $85 billion fund's new deputy chief investment officer and head of private markets. Campbell ...