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Showing 3041 - 3050 of 9279 results for "wealth"

Hume calls out ERS fake news

ELIZABETH MCARTHUR  |  MONDAY, 27 JUL 2020
At the Financial Services Council Life Insurance Summit Senator Jane Hume has said "fake news" about consumers losing life insurance due to the early release of super has irritated her. Hume said consumers would not lose life insurance policies held ...

Australian Unity names chief executive

ALLY SELBY  |  MONDAY, 27 JUL 2020
Australian Unity has nabbed the Bank of New Zealand's head of private banking, wealth and insurance to lead its retail business, following the resignation of the incumbent. BNZ chief customer officer of private, wealth and insurance Christine Yates ...

Diversity screening option launched

ANNABELLE DICKSON  |  MONDAY, 27 JUL 2020
Nucleus Wealth has introduced a diversity screening option for investors to strike companies from their portfolio that do not have gender diversity in their management. The wealth manager introduced the screen off the back of diversity issues that have ...

Giselle Roux joins Melbourne boutique

KANIKA SOOD  |  FRIDAY, 24 JUL 2020
... discussions with various institutions, charities, not-for-profits and foundations along with HNW family offices and the wealth groups that service those investors." "It is something we are incredibly passionate about especially domestically in Australia. ...

Super to lose $3tn by 2040

JAMIE WILLIAMSON  |  FRIDAY, 24 JUL 2020
... retail offerings in proportional terms is a transition that could fundamentally reset Australia's superannuation sector, wealth management and financial advice marketplace," Dunnin said. "We are already seeing this playout with these sectors working ...

NULIS calls for clearer regulatory definitions

ELIZA BAVIN  |  FRIDAY, 24 JUL 2020
... "This applies when an adviser service fee is added or changed on a member's account." In response to media reports that MLC Wealth subsidiary charged customer's more to access external managed funds NULIS defended the position. "There is a higher administration ...

European robo-adviser eyes Australia, taps Westpac exec

ALLY SELBY  |  THURSDAY, 23 JUL 2020
... and former KPMG partner Adrian Fisk, wealthtech provider InvestSuite launched into the Australian market on July 1. "As a wealth tech firm in its first two years we have focused our suite of solutions solely on the B2B space, targeting established wealth ...

J.P. Morgan wins custody mandate

KANIKA SOOD  |  THURSDAY, 23 JUL 2020
... Morgan's second custody win this year, after it was appointed by ASX-listed platform and superannuation provider Xplore Wealth. Last year, it was renewed as the custodian for Local Government Super, extended its partnership with Neuberger Berman but ...

Perpetual slashes fees

ALLY SELBY  |  THURSDAY, 23 JUL 2020
The $28.4 billion investment manager will slash fees on nine of its fixed income funds and investment offerings, effective from October this year. Perpetual Investments general manager global distribution Adam Quaife said the management fee reduction ...

PSK acquires wealth firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 JUL 2020
Financial advice firm PSK Financial Services has acquired Sydney-based Socius Wealth Management as part of its growth plans. Socius founder and partner John D'Alessandri said that completing the acquisition amid COVID-19 was challenging. "What became ...