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Showing 1141 - 1150 of 2017 results for "WIS"

Lost super campaigns have much further to go

MARK SMITH  |  TUESDAY, 21 JUN 2016
Despite engagement campaigns by numerous super funds helping members unearth lost super, $13.5 billion across 1.289 million accounts still remains in limbo, according to figures released by Westpac. In its 2016 Westpac Lost Super Report, the bank said ...

Crestone open for business after UBS deal completes

MARK SMITH  |  THURSDAY, 16 JUN 2016

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
The new wave of baby boomer retirees is set to dramatically change the direction of financial advice, argues industry consultant John Wiseman. According to Wiseman, advisers will be faced with a number of challenges as they search for solutions that ...

Family office patriarchs need to know when to let go

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
Family offices benefit in the long run when a leader learns how to transition over to the next generation, according to Mutual Trust client services director Brad Simmons. In an "open letter to the family patriarch," Simmons noted the difficulty some ...

Stammer steps down from QV Equities

MARK SMITH  |  WEDNESDAY, 15 JUN 2016
Veteran economist Dr Don Stammer has stepped down from his non-executive director and chairman duties at listed investment company QV Equities. QV Equities, the listed investment company managed by Investors Mutual, said in a statement that after celebrating ...

Suncorp banking and wealth CEO to step down

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
Suncorp has announced the retirement of banking and wealth chief executive, John Nesbitt, who will depart the group during the second half of 2016. Nesbitt has been with Suncorp for over six years, having joined the bank in 2010 as chief financial officer. ...

Advisers must adapt to millennial habits

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
As the largest global demographic group and number one source of global income advisers must adapt their practices to meet the growing demands of millennials, according to Rocky Scopelliti, global industry executive - banking, finance and insurance ...

AstuteWheel launches one-hour estate planning

ALEX BURKE  |  THURSDAY, 9 JUN 2016
Adviser platform AstuteWheel has launched its Astute Estate Planner service, which enables rapid implementation of the estate planning process. Specifically, the tool allows planners to "facilitate" the development of an estate plan - on which they ...

Lack of ownership costing Australians in retirement

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016

CBA offers more than $4m in compensation

KERRIE SYDEE  |  THURSDAY, 2 JUN 2016
The Commonwealth Bank of Australia (CBA) has offered $4,857,974 in compensation as part of its Open Advice Review program, which has seen over 9000 cases submitted for review. CBA independent expert, Promontory Financial Group, has released its fifth ...