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Showing 1761 - 1770 of 22871 results for "Super"

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
Cbus Super has launched its new financial advice offering, Advice Essentials Plus, which is a step up from its intra-fund advice service. Advice Essentials Plus is the third option on Cbus's financial advice menu, which currently comprises Advice ...

AMP hires growth lead for super, investments

JAMIE WILLIAMSON  |  FRIDAY, 25 OCT 2024
AMP will soon have a director for growth and customer solutions join its super and investments leadership team, hiring a former BT head of product. Julie Slapp will join the business on November 25 in the newly created role, tasked with developing and ...

Queensland-based financial firm loses AFSL

MATTHEW WAI  |  FRIDAY, 25 OCT 2024
... working in the industry for 10 years. ASIC explained at the time UGC had advised prospective clients to establish self-managed super funds and invest into speculative schemes, which Hewish had interest in. Meanwhile, Keystone Asset Management's Shield ...

ClearView announces executive changes

MATTHEW WAI  |  FRIDAY, 25 OCT 2024
... across Asia and Australia to his new role. Before joining ClearView in 2023, he was the program director at BT Life and Super, and has enjoyed various stints through Westpac, AMP, Commonwealth Bank, and Suncorp. Bhalerao will continue his role as the ...

APRA questioned on super performance test

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
... Allegra Spender questioned APRA deputy chair Margaret Cole on whether APRA believes the standards to which the regulator holds super funds are adequate, or if there should be more focus put on super fund net returns. Cole said the performance test is ...

Institutional outflows ensure mixed quarter for Insignia Financial

JAMIE WILLIAMSON  |  THURSDAY, 24 OCT 2024
Insignia Financial saw a marginal increase to its funds under management and administration (FUMA) in the first quarter of FY25, however net outflows driven by institutional clients came in at $1 billion. Updating the market today, Insignia Financial ...

Operational risk reserve targets trimmed for larger funds

JAMIE WILLIAMSON  |  THURSDAY, 24 OCT 2024
... instances such as these, despite the reserves being fully funded and the trustees being entitled to do so. From next July, super funds with more than $30 billion in funds under management (FUM) will need to target 0.20%, while those with more than $165 ...

Delaying DBFO imposes 'generational' consequences

MATTHEW WAI  |  THURSDAY, 24 OCT 2024
... Superannuation Funds of Australia (ASFA) also wants to see the reforms passed swiftly, with the legislation to also benefit super funds. ASFA chief executive Mary Delahunty said the move will be a "revolutionary step" for Australians to ultimately achieve ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
Financial advice firms with 51 to 100 advisers are the fastest-growing cohort in the past year, new Rainmaker Information research shows. This group saw adviser numbers increase in aggregate by 8% in the 12 months to September. Conversely, groups with ...

Down but not out: Busting defined benefit myths

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... funds are looking to de-risk by transferring liabilities to insurers or consolidating into master trusts like Plum or Mercer Super Trust. This helps streamline operations and reduce the burden of managing these legacy structures, she said. Separately ...