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Showing 1791 - 1800 of 10364 results for "Trust"

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
Equity Trustees has inked a deal with SuperConcepts to ensure the clients of Australian Executor Trustees' platforms business continue to receive specialist administration services. When EQT acquired AET from Insignia Financial last year, it flagged ...

Evolution Trustees responds to likely wholesale definition change

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
In anticipation of regulatory change, Evolution Trustees has established a division to help investment houses transition their wholesale funds to retail. The move is in response to Treasury's review of managed investment schemes and consultation on ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ...

Australian Retirement Trust completes Woolworths, Endeavour merger

ANDREW MCKEAN  |  WEDNESDAY, 23 AUG 2023
Australian Retirement Trust (ART) has finalised its merger with Woolworths and Endeavour Group, adding over 25,000 new members. Following the successor fund transfer (SFT) with Woolworths and Endeavour, ART's funds under management increased by ...

legalsuper chief operating officer exits

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... 16 to pursue other opportunities, legalsuper confirmed. Before legalsuper, Erichsen had a stint at Australian Retirement Trust as head of operations, and spent more than 14 years at Sunsuper, most recently as executive general manager of customer engagement. ...

HSBC committed to local custody arm despite rapid decline in assets

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
Despite its local assets under custody and administration plummeting by more than 60% in the past six months, HSBC is adamant it's not going anywhere. The most recent statistics to come out of the Australian Custodial Services Association (ACSA) show ...

ISA, AIST announce merger to form new organisation

ANDREW MCKEAN  |  TUESDAY, 22 AUG 2023
Industry Super Australia (ISA) and the Australian Institute of Superannuation Trustees (AIST) are merging, announcing a new unified organisation to represent profit-to-member superannuation funds. In a joint statement, ISA and AIST said the merged entity ...

GQG hits $104.1bn on back of inflows

ANDREW MCKEAN  |  FRIDAY, 18 AUG 2023
... per month during the first half of 2023, despite a difficult industry environment. We believe these flows reflect clients' trust in our approach, driven by the consistency of our long-term returns, and we continue to see a reasonable pipeline of client ...

ASX profits hit by CHESS setbacks, acts on review findings

ANDREW MCKEAN  |  THURSDAY, 17 AUG 2023
... sight of the importance of ensuring our stakeholders are part of the journey. "Equally important will be the relationship of trust with our regulatory agencies. ASX must continue to work closely and constructively with them, and we have sought to lift ...

Industry Fund Services enters strategic partnership

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2023
Industry Fund Services (IFS) is partnering with the tech build and design unit of Boston Consulting Group to develop financial education and wellbeing solutions for super fund members. IFS will work with BCG X to "explore how the sector could work together ...