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Showing 171 - 180 of 1299 results for "Values"

Advisers call for apology from Super Members Council

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2024
... super industry thinks of advisers has passed. In response, SMC chief executive Misha Schubert said the lobby group "deeply values the role of high-quality qualified financial advisers to help Australians plan for retirement, informed by advice that is ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
A client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. The Radar Results June 2024 price guide reveals that books of investment and super clients aged 80+ years old have seen their ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... Financial Services, says advisers need to realise it's not just about retaining funds under advice but securing family values and what the next generation's family goals are. "It's about being human and not treating them as 'the kids ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... cultures - and cultural alignment is the cornerstone of a successful integration. "Our purpose is a continuation of the values that each of our businesses held dear, centred on marrying deeply personal relationships with integrity. As we plan to expand ...

Link Group rebrands as acquisition completes

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... Kawakubo, and current Link Group chair Michael Carapiet who becomes lead independent non-executive director. "The acquisition values Link Group equity at $1.2 billion and implies an enterprise value of $2.1 billion. With MUFG's global network and ...

Rest adds to C-suite with new appointment

ELIZA BAVIN  |  MONDAY, 13 MAY 2024
... crucial role in developing Rest's employee-centred culture over the past three years and was instrumental in creating Rest's values and behaviours framework, a key enabler of our strategic plan. "I'm honoured and excited to be appointed chief people ...

Prime Super finds new chief executive

ANDREW MCKEAN  |  MONDAY, 6 MAY 2024
... responsibilities of chief executive. Prime Super chair Nigel Alexander said Seales' leadership, vision, and customer-first values aligned perfectly with the goals of Prime Super. "The board looks forward to working with Raelene as we continue to ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... spokesperson from the fund later criticised the test, arguing that it doesn't consider personal investment decisions based on values and beliefs. "While we are disappointed by the outcome, we remain focused on making Shariah-compliant investment ...

OneSuper to take on more super products

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... than $1000 in their account. For Cruelty Free Super members, Diversa has confirmed there will be no change to the ethical values of the product and the screens used will not change. However, it is introducing new single asset class investment options ...

Perennial launches new investment fund

ELIZA BAVIN  |  FRIDAY, 19 APR 2024
... Australia in the first quarter, valued at $34 billion. Meanwhile, 17 ASX-listed companies received takeover offers with values of $100 million or more in the same period. "And in the US, the first quarter of 2024, saw the highest number of public listings ...