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Showing 1121 - 1130 of 2357 results for "Stage"

Advisers searching for LRBA answers

ALEX BURKE  |  WEDNESDAY, 2 AUG 2017
... total super balances. BT technical consultant Tim Howard said that "it's important to note this measure is proposed at this stage only." The second-most common issue, Howard said, related to the relationship between LRBAs and the transfer balance cap ...

Advice business offers enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
... outlined in the EU are confined to a small portion of FIA's client base and are not a result of any client complaints. "At no stage have there been any concerns about the security of client funds, or the way they have been invested or supervised. ASIC's ...

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
... what makes a trusted adviser. Adviser education and professionalisation initiatives, which as of late have taken centre stage in the industry should really be a hygiene factor and it's concerning, Kewin pointed out, when an adviser still doesn't know ...

New executives to drive NGS Super growth

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... as it gears up for further growth. "A lot of work has been completed over the past year to position the fund for its next stage of growth and sophistication, including assessing succession planning and skills and competencies," Rodwell-Ball said. "We ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... Bungard said the 'one click audit' provides a seamless experience from the administration process through to the final audit stage.

Adviser models replacing product focus with customers

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
Financial advice models are proliferating and changing rapidly in the age of technology and big data, prompting advisers to put customers at the heart of business models, according to actuarial and risk management service provider Milliman. Advisers ...

Cbus slashes insurance premiums

EMMA RAPAPORT  |  FRIDAY, 7 JUL 2017
Industry super fund Cbus has signed a new insurance deal with TAL that will see premiums decrease substantially. Premiums per unit of death and TPD cover for most members will go down by 25%, while for 15 to 44-year-old manual labour members; cover ...

Blue Sky wins $50m venture capital mandate

ALEX BURKE  |  FRIDAY, 7 JUL 2017
... partnering with South Australian businesses, and we are excited about applying our venture capital expertise to help early stage companies realise their full growth potential in national and international markets," she said. "Start-ups under two years ...

Macrovue appoints former Arena MD

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... expertise across a range of areas including corporate finance, equity and debt capital markets, private equity, M&A, early stage investment and financial risk management. "James will add his wealth of knowledge and network in financial services and funds ...

Former AFA chief executive joins advice practice

JAMIE WILLIAMSON  |  TUESDAY, 4 JUL 2017
... after four years in the role, will join Stanford Brown's board as a non-executive director. The appointment marks the first stage of the North Sydney-based firm's long-term strategy of shaping an independent and diverse board. "I am delighted to welcome ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI  |   12:01PM
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI  |   11:30AM
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI  |   12:13PM
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI  |   11:50AM
Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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