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Showing 111 - 120 of 675 results for "Legacy"

Annual MAX Awards celebrates best in industry

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... Education Campaign of the Year Hostplus - Know your super Integrated Campaign of the Year Generation Life - Reimagining Legacy Marketing Campaign of the Year - Consumer Hostplus Marketing Campaign of the Year - Industry La Trobe Financial - 12 Month ...

NZ Super awards mandate to Northern Trust

ANDREW MCKEAN  |  THURSDAY, 6 JUN 2024
... offering. NZ Super was seeking a solution that could consolidate its data and enable it to scale as it transitions away from legacy technology. Northern Trust has been working with the NZ Super Fund since 2007, initially offering global custody and compliance ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... planning education and elevated the profession to new heights, and I have no doubt that Nathan will continue this proud legacy." Named after the late "First Lady of Financial Planning", the FAAA recognises the highest-performing student in the CFP Certification ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... sentimental aspect to family wealth by enabling photos to be upload and expression of wish video recordings to capture a family's legacy," Tubman said. The HeirWealth app is available directly to individual families and family offices in Australia and ...

Jim Lamborn retires from JANA

JAMIE WILLIAMSON  |  THURSDAY, 23 MAY 2024
... lasting mark on JANA's history," the consultant said. "We sincerely thank Jim for his unwavering commitment and enduring legacy." While he is stepping down from day-to-day responsibilities, Lamborn will continue as a non-executive director on the JANA ...

Budget 2024: Regulators given boost to combat misconduct, cybersecurity

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
... APRA's data capability and cybersecurity, and to continue the stabilisation of business registers and modernisation of legacy systems. Again, this will be partially paid for by the ASIC and APRA industry levies. ASIC will also receive a share of $37.3 ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... 190 global family offices canvassed, of which 144 were based in the US, some 40% want the family's entrepreneurial legacy to continue. However, only two thirds have a proper governance structure to facilitate the succession plan. The strategies in ...

Platinum announces strategic review

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
... get it done," Peters said. "The reason I joined Platinum - the brand, the talent of our investment and senior teams, the legacy of success here in Australia - these things are all still here. We must capitalise on them and improve where we can, and then ...

Proposed super tax obfuscates legacy pensions rules: SMSFA

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
The proposed 30% tax on large superannuation balances must clarify the confusion surrounding legacy pensions and reserves, and how they should be calculated, according to the SMSF Association (SMSFA). The SMSFA is calling for an amnesty for legacy pensions ...

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... family and all who knew and cherished him." Financial services consultant John Rowley also praised McGauley's life and legacy. "To all the people who knew Wayne professionally and personally over his career in financial services for the last 30 years ...