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Showing 461 - 470 of 851 results for "Annabel"

Banks should pay advice exit levy: TAA

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
The Advisers Association (TAA) is calling on the government to mandate major banks and institutions pay an exit levy upon leaving the advice industry to provide relief for financial advisers and mitigate the increasing levy. Earlier this month the Australian ...

Life Company of the Year named

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
The Association of Financial Advisers has announced the winner of its 2020 Life Company of the Year award, going to the same insurer four years in a row. TAL took out the top spot again with runners up AIA Australia, MLC Life Insurance and NEOS Life. ...

Client communication investment needed: Research

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
Asset managers are struggling to get a handle on client communication demands, believing it does not lead to revenue generation, new research shows. Investment management solutions provider SimCorp surveyed 20 buy-side firms globally and found 65% believe ...

Former Wallaby departs Westpac for NAB

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
After six months as head of private wealth, north at Westpac, Phil Waugh has taken on an executive role at NAB. Waugh has been appointed as executive, broker distribution at NAB and will report to executive, home ownership Andy Kerr. Waugh spent four ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
Four IOOF financial advice firms have joined Count Financial ahead of the MLC acquisition, with one firm saying it was seeking a licensee without "hidden agendas". Magnis Financial Planning, Glenbuckie, Aim Financial Advice and Strategic Wealth Management ...

JANA hires from NYSE

ANNABELLE DICKSON  |  TUESDAY, 16 MAR 2021
The asset consultant has appointed a head of technology and operations from the New York Stock Exchange as it builds out its digital transformation team. Ann-Mary Rajanayagam spent over four years at the NYSE as a program manager in equities, options ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
The independent data analytics group has acquired the analytics arm of an independent rating and research firm as it works to build out its market share. Foresight Analytics acquired investment research and operational capability ratings business Australia ...

Crescent Foundation partnership to mentor refugees

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
The non-profit organisation backed by Islamic superannuation fund Crescent Wealth has partnered with Deakin University to mentor refugee leaders. The partnership with Deakin University's Centre for Refugee Employment, Advocacy, Training and Education ...

AMP announces new managed portfolio partnership

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
The wealth manager has partnered with Mercer and a Queensland-based advice firm to deliver five tailored portfolios for the firm's clients. The portfolios have been tailored to the investment needs of Coral Coast's client base and are delivered through ...

Investor population rises for global equities

ANNABELLE DICKSON  |  THURSDAY, 11 MAR 2021
Young Australians have flocked to trade listed investments for the first time, having set their sights on global equities, new research shows. Investment Trends 2020 2H Online Investing Report found that 435,000 Australians placed their first trade ...