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| | | ... US and Europe. In Japan and Australia, UBS's BTR strategy is very much the same, Mowat said. "We've got a big, separate account client who expressed the desire to get involved in the early days in developing these BTR assets," Mowat explained. "So, in ... |
| | | | ... supports both employers and employees. Being member centric during a key moment - like transferring someone's super account - is really important to instil confidence and engagement in the process," he said. Woolworths decision followed closely on ... |
| | | | As the former ClearView chief takes over as chair of the group, the new loan will fuel its commitment to accelerating growth through mergers and acquisitions. After seven years at the head of the table, Alan Fisher is stepping down as chair of Centrepoint ... |
| | | | A former financial adviser who doubles as a comedian has had his assets frozen and been barred from leaving the country as the regulator investigates fees charged to client superannuation accounts. Last month, David Mario Valvo of Sydney was ordered ... |
| | | | ... business which I'm really passionate about." Huddy commented that in recent years, Zenith's fund research and managed account capabilities have expanded to include the super research services of Chant West, and the data and technology capabilities ... |
| | | | ... period of 12-months on the condition of good behaviour. "Helio pleaded guilty to the conduct, and this was taken into account upon sentencing," ASIC said. The charges were brought in April 2022. The maximum penalty for a contravention of this type is ... |
| | | | ... rise to 372,000. Interestingly, low- and middle-income countries are responsible for 56% of this growth, although they account for just 31% of the wealth. In the next five years, the report projects average annual wealth growth of 11.7% in low-income ... |
| | | | Netwealth will relaunch its Core offering in September, aiming to grow its footprint in the mass affluent and emerging affluent segments, driving new revenues and boosting net inflows. The wealth management company today reported a record funds under ... |
| | | | Australian retail investors are looking for new investment opportunities, with half of respondents looking to increase the scale of their investments in the next year, according to Chartered Accountants Australia and New Zealand (CA ANZ) latest annual ... |
| | | | ... members either by the end of this year or before June 2024. About 75% of TelstraSuper's retirement income on offer are account-based pensions. The remaining 25%, which are group annuities, will see the super fund issue its own lifetime income stream ... |
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