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Showing 161 - 170 of 5889 results for %22A-Z Review%22

Investor associations to unite

CHLOE WALKER  |  THURSDAY, 2 NOV 2023
... including membership transfer, ongoing member meetings and discussion groups, an expanded board, and a future branding review of the organisation. Current AIA members will be offered complimentary ASA membership of the same duration as their existing ...

NGS Super launches retirement savings strategy

CASSANDRA BALDINI  |  WEDNESDAY, 1 NOV 2023
... are going to need to do more. One area of important need is financial advice." Jones explained that the Retirement Income Review found that only a quarter of those approaching retirement seek financial advice. "That means members are making big decisions ...

SPDR slashes fees on six ETFs

CHLOE WALKER  |  WEDNESDAY, 1 NOV 2023
State Street is reducing management fees on six of its SPDR exchange-traded funds (ETFs) following a pricing review, impacting almost 70% of the SPDR business' total local assets under management (AUM). The fee cuts, relating to four domestic sector ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... legislative requirements, Lykouras said that it puts JBWere in a "strong position now to focus and support the Quality of Advice Review". The first tranche of reforms stemming from the QAR will ease regulatory and administrative burdens, such as abolishing ...

'Critical shortcomings' demand urgent action from trustees: APRA

ANDREW MCKEAN  |  TUESDAY, 31 OCT 2023
... to improve retirement strategies for fund members, the pace lacked the urgency the current situation demands. The joint review identified the need for greater improvement in understanding member needs, designing fit-for-purpose assistance, and monitoring ...

Frontier calls out structural super fund flaws

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... future mortality expectations, inflation, and the member's goals for the year ahead," Carruthers said. "This annual review process ensures that retirees can approach their retirement years with a fixed, regular wage, just like they had during their ...

Caddick victims sue auditors in class action

KARREN VERGARA  |  MONDAY, 30 OCT 2023
A new class action led by victims of Melissa Caddick alleges that auditors of their self-managed superannuation funds failed their jobs to detect fraudulent activities. Twenty-four victims, together with the help of Melbourne-based law firm Mackay Chapman ...

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
... supporting causes close to their hearts, and changing lives in the process. "While we still await the Quality of Advice Review (QAR) package of reforms, standing at the precipice of what may well be among the most monumental changes the industry has ...

Local fund managers lag global peers: FSC

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
According to the Financial Services Council (FSC), Australia's funds management industry continues to see significant growth but is falling behind when it comes to attracting more capital from overseas investors under the new Corporate Collective ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... months and have a well-defined succession plan were also markers of high performers. Such firms have invested the time to review their cost-to-serve and likely educate clients on their fee structure hand in hand with their client value proposition. "They ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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Jason Huljich

JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED
A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.
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