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Showing 1861 - 1870 of 9279 results for "wealth"

Local wholesale lead appointed by Columbia Threadneedle

JAMIE WILLIAMSON  |  TUESDAY, 15 NOV 2022
... strategising how the firm can make its mark in new segments of the market. He joins from Pallas Capital where was head of wealth distribution since May this year. He is most widely known for his role as head of investment sales and key accounts at First ...

Super heads support capping retirement balances

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
At the Australian Financial Review (AFR) Super and Wealth Summit, super fund chiefs agreed that the tax concessions on bloated retirement savings accounts should be trimmed. The panel on the strategic directions for super consisted of Mercer Australia ...

The great wealth transfer at risk: Research

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... superannuation balance would be the minimum for comfortable retirement. "As a society, we are facing one of the largest wealth transfers in modern history," Findex co-chief executive Tony Roussos said. "However, what our research shows is the level of ...

Government eyes crackdown on super tax concessions

CASSANDRA BALDINI  |  TUESDAY, 8 NOV 2022
... Assistant treasurer and minister for financial services Stephen Jones spoke at the Australian Financial Review Super & Wealth Summit, saying the taxation of superannuation is one of the most important conversations to have. "Superannuation is a lightning ...

GSFM strengthens distribution capabilities

JAMIE WILLIAMSON  |  TUESDAY, 8 NOV 2022
... servicing the needs of clients will be of great value," he said. "Retail asset consultants, family offices and private wealth clients are important markets for GSFM, and Michael's background and expertise in targeting this segment make him ideally suited ...

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
... University PhD candidate Jorik van Zanden, Shula Public Relations and Policy founder Darren Phillip, and, Mercer Canada wealth leader Neil Lloyd. In the discussion wrap-up, JM3 Projects principal John Mitchem said target date funds' glide paths have ...

Westpac updates on strategic priorities

CASSANDRA BALDINI  |  MONDAY, 7 NOV 2022
... simplification relating to the businesses Westpac operates, with a particular focus on getting back to banking and exiting its wealth and insurance businesses. It said it has progressed the sale of three businesses in the past year, including its life ...

ASIC probes super fund, investment manager greenwashing

RACHEL ALEMBAKIS  |  FRIDAY, 4 NOV 2022
... entities, managed funds and superannuation. The information sheet was the result of a review ASIC has conducted into the wealth management industry. When issued, ASIC flagged it would take enforcement action in cases of "egregious conduct."

ClearView abandons potential takeover transactions

ANDREW MCKEAN  |  WEDNESDAY, 2 NOV 2022
ClearView Wealth has concluded its strategic review process, with the board deciding not to proceed with any transactions. As previously reported by Financial Standard, ClearView began its strategic review process in September 2021, with the objective ...

Aviva Investors appoints head of APAC

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
... skills and strong relationships with major Asian institutions, including SWFs, pension funds, insurers and GFIs." "His wealth of experience and expertise will be invaluable in this critical role given the significance, scale and potential growth opportunities ...