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Showing 161 - 170 of 474 results for "LEI"

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
The growing demand for aged care planning will shift financial advisers' service offering and provide a new source of revenue in the medium-term, a joint study by Aged Care Steps and Swiss Re reveals. The research, which explored the challenges and ...

UBS restructures global wealth arms

KARREN VERGARA  |  THURSDAY, 25 JAN 2018
UBS is merging its global wealth units as part of a $3 trillion restructure. The newly formed Global Wealth Management (GWM) division will be co-led by Tom Naratil and Martin Blessing as presidents. Blessing was appointed president of wealth management ...

QIC receives $200m green loan

EMMA RAPAPORT  |  THURSDAY, 23 NOV 2017
QIC's Global Real Estate shopping centre fund is set to benefit from a multi-million dollar boost to undertake improvements in energy performance across the portfolio. Specialist clean energy financier the Clean Energy Finance Corporation will invest ...

Aussie regtech readies firms for MiFID II

KARREN VERGARA  |  THURSDAY, 9 NOV 2017
... LSE's registered agent in Australia and South East Asia to support the issuance and maintenance of legal entity identifiers (LEI), which of late has become a more complex process to acquire. The partnership will enable Australian entities to obtain an ...

Fintech exposes SMSFs to global shares

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
Stake has hired a former Macquarie Group and IRESS executive to help self-managed super funds invest directly in the global share market. Matthew Rady joins the fintech as head of business development, responsible for expanding services and developing ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
StatePlus has partnered with a specialist organisation to help mature age workers transition seamlessly and holistically to retirement. The collaboration with Perth-based Life Time Wise, a practice that coaches baby boomers on financial, workforce and ...

Board changes at Crestone

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
Crestone Wealth Management announced a number of board changes that will help steer the firm's expansion in 2018. Leigh Clifford assumes the position of chair, succeeding John McDonald who remains a non-executive director. Clifford joined as a non-executive ...

QIC boosts US presence with acquisition

DARREN SNYDER  |  TUESDAY, 3 OCT 2017
QIC is expanding its global real estate operation in the US through the purchase of 10 regional shopping malls on behalf of one of the investment giant's clients. QIC acquired additional interests in its joint venture partner Forest City Enterprises ...

Physical health inspires financial health

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
Financial advisers looking to attract new business should look to the local golf course with research showing golfers are most likely to seek financial advice. The latest study from AMP reveals golfers (57%) and cricketers (51%) are more inclined to ...

Pre-retirees risk significant shortfalls: MLC

EMMA RAPAPORT  |  TUESDAY, 29 AUG 2017
An alarming number of pre-retirees are at risk of falling short of what is required for a 'comfortable retirement', according to research from MLC. More than half of those aged between 50 and 70 are on course to fall beneath the ASFA standard ($545,000 ...