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Showing 3411 - 3420 of 9281 results for "wealth"

NULIS satisfies ASIC requirements

HARRISON WORLEY  |  MONDAY, 16 DEC 2019
... conflicts of interest. The conditions were originally applied on NULIS after ASIC enquiries into breach reports lodged by NAB's wealth entities, which the corporate regulator said involved breakdowns in risk management and communication procedures after ...

MLC Wealth in advice leadership reshuffle

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
MLC Wealth has again reshuffled its leadership, with the firm's general manager of advice stepping down. MLC Wealth has confirmed the departure of advice general manager Ross Barnwell, who has decided to bring his seven year career with the firm ...

Dealer group launches transition support service

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... McTighe and national practice development manager Michael Gershkov. Lifespan chief executive Eugene Ardino said: "Jill has a wealth of experience in developing businesses of this kind from the ground up. We are very pleased to have someone of her calibre ...

Wealth manager launches new platform

ELIZA BAVIN  |  THURSDAY, 12 DEC 2019
A Tasmania-based wealth manager has announced the launch of a new managed fund platform and appointed a custodian. MyState's wealth management business, TPT Wealth, has launched a new platform to provide managed fund investors with national digital ...

AMP to cut contribution fees

JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2019
AMP has informed licensees and financial advisers it will phase out contribution fees in Q1 2020. In a letter from AMP managing director of superannuation, retirement and platforms Lara Bourguignon, AMP has said it will cease charging and paying contribution ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... of a managed accounts provider and platform. Julie Berry will replace Peter Brook as a non-executive director at Xplore Wealth. She has been a director of the Tax Practitioners Board for over four years. Berry was formerly chair of the Financial Planning ...

SCA drags AMP over claim delays

ALLY SELBY  |  TUESDAY, 10 DEC 2019
Super Consumers Australia (SCA) has slammed AMP in an open letter to the board; criticising the wealth giant for significant delays in its "abhorrent" handling of group insurance claims. Citing APRA's Life Insurance Claims and Disputes data released ...

FASEA adds adviser representative to board

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... been appointed to the FASEA board three months after the resignation of CountPlus chief executive Matthew Rowe. Hamilton Wealth managing director Will Hamilton has been appointed as a part-time director to the FASEA board, effective this week. Hamilton ...

New hires, mandates at Link

ELIZABETH MCARTHUR  |  MONDAY, 9 DEC 2019
... unlisted funds," Khoury said. At the same time, Link announced it has secured new or extended mandates with Magellan, TPT Wealth, Vinva, Viburnum and Ethical Partners. He added that the new mandates have been a significant development for the business. ...

Aussies unprepared for wealth transfer

ALLY SELBY  |  MONDAY, 9 DEC 2019
Despite the largest intergenerational wealth transfer to date looming, more than half of Australians do not have an estate plan in place. New research from Perpetual shows 56% of Australians do not have a will in place, with 53% of parents admitting ...