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Showing 1701 - 1710 of 9279 results for "wealth"

Perpetual progresses Pendal integration

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... from Aussie equities and fixed income of $0.7 billion. Perpetual said these mainly came from one intermediary client. The wealth management business' total funds under advice now sit at $18.4 billion, up 3% on December. In Q3 it saw net inflows of $0.1 ...

Former adviser jailed for six years

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... which ceased in August 2017, according to the ASIC Financial Adviser Register. He was also previously licensed by Genesys Wealth Advisers and Charter Financial Planning.

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... dominated the worst performers. Equity Trustees' Zurich Retirement Product, Umbrella Financial Plan Super, Crescent Wealth Superannuation Fund, and smartMonday were products marked with the lowest grade of dark red. A slew of OnePath products such ...

Link to offer Allianz Retire+ solution to super funds

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... account-based pensions. The Pathfinder retirement platform aims to provide super funds and their members with a total picture of wealth supporting the retirement planning, income, and advice experience. Link Group chief executive retirement and superannuation ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... $236,000 from $445,000 in the six months to December 2022. However, Clime did note that, during the March quarter, its private wealth business secured its first family office consulting mandate with a $50 million advisory contract. Clime said the volatility ...

Ad hoc changes to super scare self-funded retirees: ASA

CHLOE WALKER  |  MONDAY, 24 APR 2023
... resources to secure an appropriate retirement. "The regime requires individuals to create savings and asset allocation to build wealth over many decades, and then to deliver income through, hopefully, many decades of retirement, directly or indirectly ...

Former adviser jailed for nine years

KARREN VERGARA  |  MONDAY, 24 APR 2023
... after a court determined he defrauded 12 clients $3.36 million. Fineff, who was working as a representative for Sentinel Wealth when the crimes took place, defrauded clients between $60,000 and $745,000 during October 2016 and March 2020, the District ...

ATO keeping tabs on SMSF early access, tax avoidance

KARREN VERGARA  |  FRIDAY, 21 APR 2023
... those who illegally access their retirement savings early. Of the total SMSFs in existence, 25% are operated by private wealth groups, according to Australian Taxation Office assistant commissioner for self-managed superannuation funds risk and strategy ...

Superannuation changes limit tax benefits for top earners: ASFA

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
... capital gains rather than contributions," ASFA said. As previously reported by Financial Standard, Morgans Financial head of wealth management Terri Bradford expressed concern over the proposed changes. Bradford argued against including unrealised capital ...

Iress unveils major restructure, new leadership

ANDREW MCKEAN  |  THURSDAY, 20 APR 2023
... advice need in Australia, exploring data and AI opportunities, and further expanding Iress' connectivity capabilities in wealth and trading, such as Xplan. As such, Iress is introducing four key business lines, each with end-to-end accountability ...