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Showing 241 - 250 of 1043 results for "Mutual"

PPS Mutual transforms underwriting process

ANNABELLE DICKSON  |  TUESDAY, 8 DEC 2020
Mutual life insurer PPS Mutual has removed several assessments to its medical and financial underwriting requirements to speed up the application process and benefit members. The mutual insurer has removed the "quick check medical requirement" for prospective ...

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
... will be responsible for delivering client experience to high net worth individuals and families across New South Wales. Mutual Trust chief executive Phil Harkness said the appointment comes from increased demand from Sydney-based clients. "Ralf brings ...

Chief economist update: China keeps on going and going

BENJAMIN ONG  |  FRIDAY, 4 DEC 2020
If not for its ongoing diplomatic and trade tensions with Beijing, Australia would be beaming and congratulating China for the strengthening momentum in its economy and this, after having survived the pandemic without plunging into a recession. After ...

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... Management's capabilities and client base." The combined business will become a top 25 actively managed, long-term, open-ended US mutual fund manager by AUM across equities, fixed income and multi-asset solutions. Waddell & Reed Financial chief executive ...

HESTA partners with Australian Unity

ELIZABETH MCARTHUR  |  TUESDAY, 1 DEC 2020
... superannuation fund for health workers has partnered with Australian Unity to establish a new capital source for the For Purpose, Mutual sector in Australia. HESTA has committed $20 million as a cornerstone investor in Australian Unity's inaugural issuance ...

CFA Societies adds board members, president

ANNABELLE DICKSON  |  MONDAY, 30 NOV 2020
... Securities director Jake Koundakjian have all departed from the board. CFA Society Melbourne thanked departing board members Mutual Trust chief investment officer Graeme Bibby, UniSuper manager of equities Thomas Tam, NAB head of capital group William ...

Investment Trends names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 26 NOV 2020
... positions. Brennan is a former non-executive director of the Financial Planning Association of Australia, van Eyk, Old Mutual and Advantage Financial Services. Her current board positions include non-executive directorships at Mortgage Choice and AMP ...

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... wealthiest people in the world are due to transfer US$15 trillion of private wealth to their families and ESG assets serve as mutual ground. Over 60% of family members consider the differing attitudes towards risk as the greatest point of conflict with ...

HUB24 partners with wealth platform

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
... build on our long-standing partnership with HUB24 and look forward to further investing in features that will help our mutual partners thrive into the future." The partnership follows HUB24's $60 million plan to acquire Xplore Wealth through a scheme ...

PPS Mutual hires from Synchron

ANNABELLE DICKSON  |  MONDAY, 9 NOV 2020
Former Synchron state manager has joined mutual insurance firm PPS Mutual as a senior business development manager to strengthen its distribution in Victoria and Tasmania. Jason Milosevski has been the Victorian state manager at Synchron for the past ...