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Showing 1611 - 1620 of 8682 results for "Sam"

Role of adviser to change: Fidelity

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
The role of a financial adviser is set to shift as Australians move away from the dream of early retirement, planning to continue working after the age of 67, according to a new report from Fidelity International and independent research firm, MYMAVINS. ...

QSuper faces class action over excess premiums

JAMIE WILLIAMSON  |  THURSDAY, 25 NOV 2021
A class action has been filed against QSuper, claiming it overcharged about 140,000 members for life insurance policies by charging almost all members the same despite differing occupations. Shine Lawyers has filed the action in the Federal Court against ...

Clearstream wins custody mandate

ANNABELLE DICKSON  |  THURSDAY, 25 NOV 2021
Clearstream Australia has won a mandate to serve as sub-custodian for unlisted managed funds and hedge funds in Australia and New Zealand for a large firm. J.P. Morgan appointed Clearstream to provide local sub-custody services. Clearstream has been ...

Packhorse names ESG head

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
The agriculture cattle property investment manager appointed a head of ESG, specialising in soil carbon. Elaine Mitchell will be responsible for ensuring nature and biodiversity is at the forefront of operations, while generating consistent and sustainable ...

Future Fund hires chief economist

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
The $199 billion sovereign wealth fund hired from Wellington Management for its inaugural chief economist. Toby Johnston will commence the role on January 27 and will report directly to the Future Fund's chief investment officer Sue Brake. He will lead ...

Equip appoints head of retirement

JAMIE WILLIAMSON  |  TUESDAY, 23 NOV 2021
... within, the superannuation fund has created the role to strengthen its offering to retired members to optimise their outcomes. Sam Higgie has been appointed to the role, following three years working on the fund's product strategy. Prior to that he was ...

APRA hones in on post-retirement products

KARREN VERGARA  |  TUESDAY, 23 NOV 2021
APRA is adamant that retirement income products will not suffer the same fate as income protection insurance as it looks to tighten its belt in regulating the post-retirement phase. The prudential regulator's deputy chair Helen Rowell spoke of the ...

Caddick's assets will be sold

ELIZABETH MCARTHUR  |  TUESDAY, 23 NOV 2021
The assets of missing alleged conwoman Melissa Caddick, including a Sydney home worth more than $6 million, must be sold to pay back victims. The Federal Court has found Caddick and her company, Maliver, carried out a financial services business without ...

Downward fee trend hits ESG

ELIZABETH MCARTHUR  |  MONDAY, 22 NOV 2021
Across asset classes there is significant downward pressure on institutional asset management fees, according to new research from bfinance. The study's key findings include a reduction in the cost of active global equities strategies with ESG requirements ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
The number of women working in the financial advice industry has dropped to 21% compared to 25% two years ago. Rainmaker's modelling of the September ASIC Financial Adviser Register shows that only one in five financial advisers out of the total pool ...