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Showing 111 - 120 of 287 results for %22G%26C Mutual Bank%22

Only 17pct of Aussie families seek advice: St.George

HARRISON WORLEY  |  TUESDAY, 15 MAY 2018
... expenses via a joint account might lead to better budgeting. "Opening up a joint account is a great way for parents to share mutual financial goals and keep track of their household spending, and conversely combining savings into one account can help ...

Suncorp appoints director

KANIKA SOOD  |  THURSDAY, 12 APR 2018
... Aviva included expanding the institutional and retail arms of the local business. Falzon started her career at National Mutual Funds Management in 1983 where she held various superannuation and funds management roles. In 1995, she moved up to senior ...

Former Bennelong chair joins Copia

KANIKA SOOD  |  THURSDAY, 15 MAR 2018
... the $1.2 billion investment management group tapped in chief financial officer Michael Voskresensky from his position as Mutual Trust's general manager, finance. "The Australian investment management industry is due for a shake-up and managers with unique ...

Adviser group edges on triple digits with new business

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
... and the broader financial services community. Our community has welcomed great businesses, carefully selected based on mutual values, beliefs and aspirations when it comes to providing advice to Australians," she said. She added that herself and the ...

Super and insurance inquiry necessary: Poll

KARREN VERGARA  |  MONDAY, 11 DEC 2017
... compared to 10 years ago, he told a media briefing. Looking at banks' earnings cycle, this is not where the risk is because mutual funds by way of comparison are more leveraged, he said. In the next down turn, which is potentially in 20 years' time ...

ETF fees to plunge: Report

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
... thematic ETFs, greater access to debt and investing in alternatives. ETFs will help new entrants defend against declining mutual fund inflows and will form as part of a product range that include fixed income or smart beta products, the report said. ...

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
The chief executive of a US mutual fund provider and subsidiary to a US$1.7 trillion global investment manager believes the financial services industry cannot go back on its move to independent financial advisers. Speaking at a Morningstar investment ...

Morrison backs customer-owned banking reforms

KARREN VERGARA  |  FRIDAY, 10 NOV 2017
... capital instruments proposed. The review also recommends the Corporations Act 2001 should include a proper definition of 'mutual company' to deliver greater certainty for the sector, as well as changing the income tax legislation to assist mutual enterprises ...

Banking body appoints chief executive

JAMIE WILLIAMSON  |  TUESDAY, 7 NOV 2017
... opportunities for the sector," she said. Likewise, Lawrence is delighted to be joining the industry body for credit unions, mutual banks and building societies. The customer owned banking sector has a great deal to be proud of, particularly its customer ...

BGL integrates with Xero for single database

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
... able to download client data from Xero Practice Manager, but no one seems to update Xero for changes in their software. "Mutual Xero Practice Manager and BGL Simple Fund 360 / CAS 360 clients are now able to have just a single database - the ultimate ...