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Showing 1431 - 1440 of 4065 results for "Engage"

WealthO2 launches adviser app

KARREN VERGARA  |  TUESDAY, 22 JUN 2021
WealthO2 has launched an app for financial advisers and their clients to help them manage their investment and superannuation information. Available on Apple and Android, the app aims to provide advisers and their clients transparency on their holdings ...

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
Australian Wealth Solutions has bowed out of its licence with Garvan Financial Planning after it folded into IOOF and moved across to ASVW Financial Services. AWS attributed the move as part of its long-term strategy to address the needs of clients ...

AAT dismisses adviser ban appeal

KARREN VERGARA  |  THURSDAY, 17 JUN 2021
... account. On 18 September 2018, Hutchison asked the AAT to review ASIC's banning order. The AAT found Hutchison did not engage in dishonest conduct or misleading or deceptive conduct based on its interpretations of the Corporations Act. ASIC then ...

Perennial to launch fund, hires

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 JUN 2021
... asset class. "We are seeing the unlisted space continue to grow as emerging businesses opt to stay private for longer and engage with institutional investors before they transition to a public listing. This is helping to expand the opportunity set for ...

CFS, UniSuper win customer satisfaction nods

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
Colonial First State and UniSuper are the superannuation of choice for consumers, taking home the highest satisfaction ratings in Roy Morgan's annual awards. CFS received the Retail Super Fund of the Year nod in the 2020 Customer Satisfaction Awards ...

Mergers push member positivity

ANNABELLE DICKSON  |  THURSDAY, 10 JUN 2021
The recent merger activity in the superannuation sector is received positively by members but engagement is still underwhelming, new research shows. The latest Investment Trends Super Member Engagement Report showed nearly a third of members see merging ...

Sunsuper, QSuper appoint leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 9 JUN 2021
The bulk of the executive lineup that will lead Sunsuper and QSuper post-merger has been named. In addition to Bernard Reilly as chief executive, eight more executives have been appointed to lead the merged fund following all relevant approvals. Most ...

Lessons from GPIF: Mizuno

ANNABELLE DICKSON  |  THURSDAY, 3 JUN 2021
The former chief investment officer of the world's largest pension fund is imploring asset owners to take climate policy matters into their own hands if their governments are unwilling to do so. Speaking at the Morningstar Investment Conference, United ...

Research on education standards and morals launches

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... within six to eight weeks. Led by the university's associate dean for the school of business, Michelle Cull aims to engage with 300-500 advisers. Cull hopes that the findings can be used by financial advisers and professional bodies to further build ...

Russell wins mandates worth $285m

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
Russell Investments has won corporate superannuation mandates from three employers amounting to $285 million. Clayton Utz, Byrnecut Group and an unnamed reinsurer have tasked the Russell Investments Master Trust to oversee their employees' superannuation ...