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Showing 461 - 470 of 682 results for "Legacy"

Technology and mergers threaten insurers

KARREN VERGARA | WEDNESDAY, 2 AUG 2017

... how to best do this, particularly as local and global insurtechs enter the Australian market, the report said. They noted legacy systems are holding them back from adapting to change as many continue to rely on systems that are simply not conducive to ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE | TUESDAY, 1 AUG 2017

... quality, personal advice to its clients and I'm excited to have another talented adviser like Samuel on board to continue that legacy," Matthew said of his brother. "We are grateful to the team at Fortnum who have given us the support and flexibility ...

An institutional approach to retirement advice

ALEX BURKE | TUESDAY, 25 JUL 2017

... expenses of $100,000, $50,000 on annual holidays for 10 years, $100,000 in projected aged care expenses, $100,000 for a legacy objective and $100,000 as a contingency for health costs. Beesley said designing an asset-liability model this complex would ...

Generational change for La Trobe leadership team

JAMIE WILLIAMSON | TUESDAY, 18 JUL 2017

... was appointed group general manager before taking over as chief operating officer in 2000. "Brian has left an astonishing legacy that will not go unforgotten and we wish him the very best with his next chapter," La Trobe president and chief executive ...

SMSF software demand surges

KARREN VERGARA | THURSDAY, 6 JUL 2017

... months to June. Accounting practices recorded the greatest demand for the cloud-based SMSF software as they transition from legacy desktops to the cloud and real-time reporting, Class chief executive Kevin Bungard said. Accountants using Class technology ...

Wealth and investment leads Aussie fintech

EMMA RAPAPORT | WEDNESDAY, 28 JUN 2017

... who have left large corporate institutions to begin their own innovative startup companies that are unencumbered by large legacy systems," Szetho said. Szetho added the map also showed the many other growing areas of the Australian fintech ecosystem ...

The challenge of finding true active management

ALEX BURKE | FRIDAY, 23 JUN 2017

... portfolio managers are paid to gather assets." Finally, he said, investors have to consider fees, given the preponderance of legacy fee structures still in the market. Darren Hall was the recipient of the Sales Executive of the Year Award at the 2017 ...

Vale John O'Connell

EMMA RAPAPORT | THURSDAY, 15 JUN 2017

... through the website, preferring to integrate the automated offering into its platform. "We're committed to continuing John's legacy with automated and innovative investment advice," the Group said. "To fulfil John's vision to support advisers in efficiently ...

AMP improves life insurance offering

KARREN VERGARA | TUESDAY, 6 JUN 2017

... super. This is especially important for people without dependents who may value higher TPD coverage over the need to leave a legacy behind, Johnson added. The enhancements will help advisers grow their risk business while making it easier for people ...

Former AFA executive returns

JAMIE WILLIAMSON | FRIDAY, 2 JUN 2017

... expectations," Kewin said. "The AFA has always been strong in policy and professionalism and our new team continues this legacy, building on the great work done by those before them." Anderson has previously held roles with Colonial First State, Perpetual ...

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Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding

KARREN VERGARA

Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.

Munro Partners to acquire GSFM

VINNY VUCAGO

Munro Partners will acquire GSFM, the Australian investment fund management affiliate of CI Global Asset Management, in a deal designed to strengthen its local distribution capabilities.

Treasury consults on foreign investment framework reforms

RIDDHIMA TALWANI

Treasury has opened a consultation to review existing conditions required for foreign investment approvals in Australia.

Australians struggle to navigate super and age pension divide

VINNY VUCAGO

Australians are approaching retirement with growing uncertainty about how superannuation and the Age Pension will work together, with new research pointing to gaps in both preparedness and confidence.

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Andrew Gregory

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After 25 years, Andrew Gregory remains motivated by the impact financial advice can have on Australians' lives. As UniSuper's chief advice officer, he is not slowing down on any of his current ambitions. Matthew Wai writes.

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