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Showing 3231 - 3240 of 9281 results for "wealth"

MLC waives licensee fees, delays dealer group transitions

JAMIE WILLIAMSON  |  WEDNESDAY, 1 APR 2020
MLC Wealth is waiving licensee fees for all of its aligned financial advisers as they struggle to operate their businesses and provide support to clients during unprecedented uncertainty. It has also delayed the transition of advisers from Apogee and ...

Schroders appoints regional leadership

HARRISON WORLEY  |  TUESDAY, 31 MAR 2020
... existing clients." Debruyne said he was "pleased" to hand leadership of the region to Durack and Soh. "With their combined wealth of industry and client engagement experience, our strong performing business across Asia Pacific is well positioned for ...

Hume calls for diversity in super fund mergers

HARRISON WORLEY  |  TUESDAY, 31 MAR 2020
... and smaller funds should look to emulate the likes of AustralianSuper and Sunsuper. In an address to the AFR Banking and Wealth Summit yesterday, Assistant Minister for Superannuation, Financial Services and Financial Technology Senator Jane Hume said ...

ATO to verify early release requests

ELIZA BAVIN  |  TUESDAY, 31 MAR 2020
... super requests. Hume, the assistant minister for superannuation, financial services and financial technology, told the AFR Wealth Summit the ATO will take on the challenge of verifying requests for early release super (ERS) payments and called on the ...

Diversification pays off for some, but not all: bfinance

ALLY SELBY  |  MONDAY, 30 MAR 2020
... over $4 trillion (US$2.5 trillion). Over 30 respondents of the survey were Australian. As investors rush to hedge their wealth against macro uncertainty and volatility, the survey revealed diversified strategies produced mixed results for investors. ...

The week that was

JAMIE WILLIAMSON  |  FRIDAY, 27 MAR 2020
... week Financial Standard looked into this and numerous other ways in which COVID-19 has already or is set to impact the wealth management industry. The top stories from the week that was can be found below. Industry funds face reality of COVID-19 shutdown ...

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
A former Westpac operations manager has been appointed to lead the financial advice capabilities of a listed wealth manager. ClearView has confirmed its appointment of Nick Howell as the firm's new head of advice. "Nick's appointment is part ...

Portfolio rebalancing should be timed: Xplore

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... of some rebalancing but investors should be cautious of their timing while volatility remains high, according to Xplore Wealth chief executive Michael Wright. "We have seen over the last four weeks trading levels double on normal levels as investment ...

Trust in advisers lifts as pandemic fear ensues

ALLY SELBY  |  FRIDAY, 27 MAR 2020
... information surrounding the impacts of COVID-19, above government sources and the media, according to research coming out of MLC Wealth. It's a key finding of a survey of over 1600 MLC clients and members of the general public. The survey found investors ...

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
ASX-listed wealth and advice business Fiducian has assured its shareholders that none of its investors or superannuation members have been disadvantaged so far amid the COVID-19 pandemic. Work is currently ongoing for the acquisition of new financial ...