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Showing 1991 - 2000 of 10364 results for "Trust"

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
... cited mismatched expectations early in the relationship. Many clients said there were mismatched values and were not able to trust the adviser or they did not have a good rapport, which led to their firing. The good news is that out of the 3003 survey ...

Brighter Super forges ahead with SFT

KARREN VERGARA  |  MONDAY, 17 APR 2023
... merger with Suncorp's superannuation business, which will officially occur on June 1. Suncorp Super or the SPSL Master Trust members will be transferred to Brighter Super and see their account name change to the Brighter Super Optimiser. The Suncorp ...

Government divulges vision for superannuation

ANDREW MCKEAN  |  FRIDAY, 14 APR 2023
Assistant treasurer and minister for financial services Stephen Jones has detailed a three-pronged approach to superannuation reform that will forge national consensus, shift the focus from savings to retirement income, and elevate service standards ...

Brookvine folds into ASX-listed multi-boutique

KARREN VERGARA  |  FRIDAY, 14 APR 2023
... as it reflects the company's goal "to seek and build quality partnerships with leading investment managers, based on trust and the strength of its expertise, while continuing to deliver exceptional service and results for investors".

Quinbrook acquires US biofuel producer

RACHEL ALEMBAKIS  |  FRIDAY, 14 APR 2023
... development, make sure they're comfortable with the way it's done, and then be the capital supplier to a management team we trust. "The first priority is to execute on the deal pipeline the team has already assembled. We have the US$250 million pipeline ...

ASIC warns super funds on member communication failure

KARREN VERGARA  |  WEDNESDAY, 12 APR 2023
Superannuation funds that fail the performance test downplay their results and obfuscate members from understanding critical information, according to the corporate regulator. ASIC has criticised super funds that failed the performance test two years ...

Pension fund ousts chief over US bank losses

JAMIE WILLIAMSON  |  WEDNESDAY, 12 APR 2023
... seriously damaged confidence in Alecta's asset management" and the board decided it is time for new leadership "to restore trust." "We would like to thank chief executive Magnus Billing for the solid work he has put in during his time at Alecta for the ...

Mercer names strategic relationships lead

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... Pacific head of wealth management Luke Fitzgerald. The appointment follows the merger of BT Super into the Mercer Super Trust and the acquisition of Advance Asset Management. Previously, Allmey spent over six years at BT in various investment specialist ...

Top rated superannuation products in Australia revealed

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... Aware Super, Commonwealth Superannuation Corporation and UniSuper each have five top-rated offerings. Australian Retirement Trust, AustralianSuper, Cbus, Mercer Super Trust, Rest Super, Super SA, and VicSuper, each had four AAA-rated products. Also notable ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
Superannuation funds must prioritise members financial interests, guiding emotionally driven investors towards apt solutions for investment success. Brighter Super head of advice Steven O'Donoghue says that members can be driven by emotions in their ...