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Showing 21 - 30 of 266 results for %22Personal Risk Management%22

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
Vanguard Australia has overhauled its superannuation and Personal Investor businesses, appointing two executives to newly created roles to help lead the merged retail units. The fund manager will merge the two retail divisions comprising superannuation ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... components of the advice process will help ensure that Invest Blue can deliver advice at scale. " He added with banks out of personal advice, Invest Blue wants to help "fill the void." "Not only in terms of making advice affordable and accessible to ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... bank wanted to get rid of. Since its formation, nine business units have been divested, including the merger of BT's personal and corporate superannuation funds and the sale of Advance Asset Management to Mercer. Platforms, Westpac Pacific, margin ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
... personalised financial plans by acknowledging that "people aren't averages". Instead, HALO covers statistically important risk factors that affect longevity, healthspan, and years of disability or care, thus enabling advisers to be more accurate ...

NGS Super suffers cyber-attack

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2023
... those members whose information is involved. "We would like to emphasise that NGS takes cyber security and privacy of all personal information seriously," NGS Super said. "We sincerely apologise this has happened. You can be assured we remain highly ...

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... business for transfer to Mercer, BT is consolidating its remaining funds. BT is in the process of merging its corporate and personal superannuation business with Mercer, following an announcement in May 2022. At the time, BT made clear the deal didn't ...

GBST revamps wealth platform, unveils corporate rebrand

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
... expanded significantly over the past year, with opportunities in the UK for Pension Platforms such as master trusts, personal pensions, and annuities. "We have a diversity of potential client opportunities across wealth managers, retail investment platforms ...

Aware Super executive to start boutique

ELIZABETH FRY  |  FRIDAY, 10 MAR 2023
... possible." Commenting on his five-year stint at Aware Super, Riordan thanked his colleagues for a "truly rewarding time" of "personal and professional growth."

ASIC commissioner to join Vanguard

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... business." "Following the recent launch of Vanguard Super and a successful three years since the business introduced Vanguard Personal Investor, a platform for investors to invest directly with Vanguard, we have progressed in our goal of providing Australians ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... transfer with Mercer which saw all of its superannuation funds transferred to Mercer Super Trust. BT is due to merge its personal and corporate superannuation funds into Mercer in the first half of next year; the agreement does not include superannuation ...