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Showing 371 - 380 of 1024 results for "King"

IOOF offloads corporate trust business

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
IOOF has sold its Australian Executor Trustees (AET) corporate trust business while retaining the AET private trust business, as it moves further in the direction of being an advice-led organisation. The buyer is financial services technology and infrastructure ...

Industry super fund commits to green bonds

HARRISON WORLEY  |  TUESDAY, 11 SEP 2018
... joined the US state treasuries of California, New Mexico and Rhode Island and the cities of Asheville, San Francisco and King County as founding signatories to the Green Bond Pledge. The pledge is set to see LGS declare that all bonds financing long-term ...

Robo-advice not dead: GlobalData

HARRISON WORLEY  |  MONDAY, 3 SEP 2018
Despite the recent closure of UBS' robo-advice offering in the United Kingdom, robo-advice is here to stay. According to GlobalData wealth management analyst Sergel Woldemichael, the high-profile shuttering of the giant's UK robo platform means little ...

Aussie super asset allocation "riskier": Research

HARRISON WORLEY  |  MONDAY, 27 AUG 2018
UBS Asset Management's latest pension fund indicator report highlights the propensity of Australian superannuation funds to invest a substantial portion of retirement savings in "risker" assets such as equities. According to the report, the asset ...

Advisers divided over health programs

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
... About 38% said recommending such programs is important, and 30% said it is not important. Investment Trends senior analyst King Loong Choi said the report suggests "there is a significant opportunity for insurers to bridge the gap between the perceived ...

TAL partners with mental health NFP

KARREN VERGARA  |  TUESDAY, 21 AUG 2018
TAL is joining forces with a not-for-profit organisation to help raise greater awareness on mental health issues affecting the younger generation. Orygen specialises in providing mental health research, clinical services, training and education for ...

Super fund members satisfied but restless

KANIKA SOOD  |  TUESDAY, 31 JUL 2018
... intend to leave their fund in the next 12 months has hit 7%, up from 5% in previous years. Investment Trends senior analyst King Loong Choi said the increased member satisfaction came despite tepid performance in the domestic equities markets. "Still ...

NAB names wealth advocate

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
NAB appointed a wealth customer advocate tasked with lifting the standards of the banking group's financial advice complaints process. Clare Petre is the new independent customer advocate for customers, overseeing products, services and advice. She ...

Investors drive third SCA unlisted retail fund

HARRISON WORLEY  |  FRIDAY, 15 JUN 2018
Investor demand is the driving force behind the launch of a third unlisted retail fund from $2.5 billion property group SCA. SCA Property Group launched SURF 3, the third iteration of its unlisted retail fund strategy SURF, as retail investors seek ...

China A-shares to shake up EM funds

KARREN VERGARA AND DARREN SNYDER  |  WEDNESDAY, 13 JUN 2018
... created a third emerging markets sub-set with attractive fundamentals. Wilkins, who also acts as investment manager for the King Irving Sura Pacific Alliance Fund in Australia, says the alliance provides protection against risks relating to China and ...