Search Results | Showing 271 - 280 of 8309 results for "Retail" |
| | | ... firm last week to focus on key accounts and research relationships. He previously spent eight years at Magellan as head of retail distribution before a short stint at Prime Value Asset Management. "Mark's knowledge of the NSW advice market and asset ... |
| | | | ... nearly $15,000 below that year's peak. Across the board, annual premiums for standard death and TPD cover rose, but only for retail fund members, who paid an extra $69 on average. Interestingly, those over 45 bucked the trend, seeing a $92 average decrease. ... |
| | | | ... offering. ISG currently manages over NZ$7 billion ($6.5bn) in assets - which includes operations in wealth management, retail and institutional funds through Devon Funds, and a growing investment platform. As part of the deal, ISG's international wealth ... |
| | | | ... Register and undertake a compliance program to determine if relevant providers remain authorised to provide personal advice to retail clients. From that date, AFSLs must ensure each relevant provider who intends to provide personal advice has completed ... |
| | | | ... research shows profit-to-member super funds with equal representation boards have consistently and significantly out-performed retail funds with nonequal representation boards. They also retain more members, indicating stronger member trust and satisfaction," ... |
| | | | ... Colonial First State, AustralianSuper, MLC, and Australian Ethical. Overall, member satisfaction rose from 66% to 68%, with retail funds closing the gap, though industry fund members remained more satisfied on average, the analysis found. "These results ... |
| | | | ... applies when advising SMSFs. Even if SMSF trustees have extensive investment experience, an SMSF is still regarded as a retail investor if the fund's asset base is below $10 million, AFCA lead ombudsman Shail Singh and senior ombudsman for investments ... |
| | | | ... stretched. "Geopolitical risk has been elevated for years. Central banks have been buying aggressively," Tuckwell said. "Retail flows are strong. And gold has nearly doubled in Australian dollar terms since 2023. At these levels, you have to ask: what ... |
| | | | ... the year... To us, this seems a more sensible approach." Australia has also seen continued strength in key sectors like retail, property, and consumer spending, which will hardly drive a cut should these metrics continue to surge. "These metrics do not ... |
| | | | ... managed IT regulatory obligations. Before that, he was general manager of policy and policy & regulation at the Australian Retail Credit Association and held senior roles at AMP, Asteron Life, Zurich, and the Financial Planning Association. He reports ... |
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