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Showing 311 - 320 of 3994 results for "Personal"

ANZ chief to retire, external successor named

MATTHEW WAI  |  MONDAY, 9 DEC 2024
... chair Paul O'Sullivan said. In the end, the successful candidate was Nuno Matos. Currently chief executive, wealth and personal banking at HSBC, Matos will take over the top job in July next year. Matos brings over 30 years' experience across retail ...

Permanent disablement claims for mental health explodes

ANDREW MCKEAN  |  THURSDAY, 5 DEC 2024
Total and permanent disability (TPD) claims because of mental health for Australians aged 30 to 40 increased by 732% over the past decade, according to a new report by KPMG, commissioned by the Council of Australian Life Insurers (CALI). Although the ...

GESB renews administration mandate

JAMIE WILLIAMSON  |  THURSDAY, 5 DEC 2024
The fund for Western Australian public sector workers has renewed its mandate with MUFG Retirement Solutions. MUFG Retirement Solutions, formerly Link Group, has held the mandate since July 2014 when the Western Australian government first outsourced ...

Cbus lacks stringent director, expenditure policies: Deloitte

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... Meet the criteria listed in section 14(b) of SPG 520; Have attended all or completed in full, all items listed in their personal training record held by the trustee; and Have declared any amendments to the Register of Relevant Interests and Duties. Deloitte ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... research house ratings when choosing options for investment menus, approving options for use by advisers or providing personal advice." In specifically looking at super trustees, ASIC found some due diligence policies lacked detail and were poorly drafted ...

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
Centrepoint Alliance has launched the IconiQ investment platform, developed in partnership with FNZ, to provide advisers with both an Investment and Super Wrap solution. Centrepoint said the Investment Wrap is a comprehensive investment account designed ...

Keystone Asset Management to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
... Superannuation. "The investigation to date suggests that potential investors were called by lead generators and referred to personal financial advice providers who advised investors to roll their superannuation assets into a retail choice superannuation ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... Australia (FAAA) Congress, advisers' insights into clients' financial lives and how this intersects with their personal lives and vice versa are areas they should not be fearful of discussing. Divorce, financial coercion, and family planning ...

TelstraSuper and Equip Super merger to go ahead

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
TelstraSuper and Equip Super have confirmed their merger, with the boards signing a binding Heads of Agreement to proceed with a successor fund transfer and appointing key leadership roles. The agreement follows the announcement in September that the ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... first quarter of 2025. Overall, 103 employees from AMP joined the fold. Entireti also houses Fortnum Private Wealth and Personal Financial Services (PFS). It now has about 1300 financial advisers, 400 businesses, and some 180 employees. From today, AMP ...