Search Results | Showing 331 - 340 of 3929 results for "USI" |
| | | The Super Members Council (SMC) has revived its predecessor's calls to extend anti-hawking legislation, slamming a sub-set of financial advisers using social media posts and cold calling to drum up business. Prior to its merger, the Australian Institute ... |
| | | | A client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. The Radar Results June 2024 price guide reveals that books of investment and super clients aged 80+ years old have seen their ... |
| | | | The Reserve Bank of Australia (RBA) has been accused of using young Australians as "cannon fodder" in the fight against inflation after it conceded people aged over-65 are spending more, having "made bank" on the back of increased interest rates. Appearing ... |
| | | | HESTA has reported a "real shift" in how its members want to engage with their superannuation, leading it to urge the government to release tranche two of the Quality of Advice Review reforms. The $89 billion industry fund noted a strong demand for ... |
| | | | Three people will go to prison after pleading guilty to defrauding the COVID-19 early release of superannuation scheme for $103,500. The Brisbane District Court sentenced three women from Queensland, whose identities were not revealed, for submitting ... |
| | | | Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and ... |
| | | | The number of self-managed super funds (SMSFs) using advisers has reached a new low, with the proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without ... |
| | | | The $175 billion superannuation fund welcomed its first head of corporate development as it looks to be a "merger partner of choice" in the industry. Craig Stevens joined Aware Super this week in the role, coming across from Vanguard Australia where ... |
| | | | Almost two years on from confirming merger talks, the two super funds have set a date for the successor fund transfer. Active Super will merge into Vision Super on 1 March 2025, following the signing of a successor fund transfer deed. It was initially ... |
| | | | The $175 billion superannuation fund has recruited from Deloitte for the newly created role. Winnie Huen is joining Aware Super on July 1 as its first general manager, strategy and transformation. Huen is currently a partner in Deloitte's Data, Analytics ... |
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