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Showing 1361 - 1370 of 10524 results for "SET"

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... aggressively expand in the near term as it reaches 47 staff in total. It currently has two advisers based in Sydney and soon plans to set up shop in Brisbane and Melbourne. In August, TWD enlisted Patrick Canion under its AFSL to help service some of ...

Cost-of-living crisis will persist into future: Study

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
The financial confidence of older Australians continues to take a beating thanks to mounting cost-of-living pressures, as many feel they will struggle with it well into the future, a new study shows. Eighty percent of people aged 50 years old and over ...

SG Hiscock starts distributing small cap fund

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... between 100 to 150 companies and will be distributed to the Australian market by SGH. The firms said the fund does not use pre-set sector or country weightings, allowing the portfolio manager to follow the momentum factor within the risk management parameters ...

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... services businesses. The merger is expected to be completed by the end of September, once finalised the newly formed entity is set to oversee approximately $64 billion in funds under management, trusteeship, and advice as of 30 June 2023. Additionally ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... quote and view clients' Centrelink payment schedules. More functionalities are due to be rolled out, including the ability to set up new accounts for clients. Aware Super head of business development Natalie Jarvis said the portal "has transformed the ...

NZ Super Fund delivers 11.9%

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
NZ Super Fund has achieved a pre-tax return of 11.9% for the full year to 30 June 2023 and increased its value by $9.7 billion to $64.5 billion. Despite the positive results, the global recovery in share prices over the year meant that its total return ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... mortgage broker, Smartmove Professional Mortgage Advisors, expanding its footprint in the lending sector. The acquisition set to finalise this year, will see Veridian's mortgage operations integrate into Smartmove, projecting to double its client base ...

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 ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... specialists. All of this is challenging the way investment managers interact with clients. There has been a big shift in the skill set of sales people driven by clients investing in more niche, less liquid asset classes requires specialist knowledge ...

TAL launches new look Accelerated Protection range

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
... opportunities with our redesigned Accelerated Protection products to extend our proposition to meet the needs of a broader set of customers," TAL general manager, retail sales and new business Beau Riley said. At the same time, he said it's understood ...