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Showing 4901 - 4910 of 9284 results for "wealth"

Zurich revamps life insurance products

KARREN VERGARA  |  TUESDAY, 30 MAY 2017
... total and permanent disablement (TPD) products, make a SmartValue bundling discount available, and enhance its flagship Wealth Protection suite. For TPD, a new non-occupation based assessment criteria has been introduced, along with a more flexible super ...

HUB24 lures talent as growth strategy progresses

JAMIE WILLIAMSON  |  TUESDAY, 30 MAY 2017
... will be responsible for building and expanding HUB24's product suite and increasing its focus on stockbroking and private wealth management. HUB24 has also appointed a group financial controller, recruiting Damon Fenner from Commonwealth Bank where he ...

Banks charging more for less in super

ALEX BURKE  |  MONDAY, 29 MAY 2017
... collected $31 billion in fees over the year. Ninety-one percent of this was collected by what ISA described as for-profit wealth managements; by contrast, just 9% was paid to not-for-profit trustee offices. ISA chief executive David Whiteley argued ...

First State Super appoints CFO

EMMA RAPAPORT  |  FRIDAY, 26 MAY 2017
... senior positions at specialist infrastructure fund manager CP2, Standard Chartered Bank in Singapore, Macquarie Bank and CBA Wealth Management. The appointment follows First State Super's purchase of StatePlus for $1 billion in May 2016, a deal which ...

IRESS head of super retires

EMMA RAPAPORT  |  THURSDAY, 25 MAY 2017
... and the superannuation team are well positioned to continue to meet the expanding needs of Australia's superannuation, wealth management and financial services industries." IRESS chief executive Andrew Walsh wished Mackley a long and happy retirement ...

Asset management looks different in 2020: Research

DARREN SNYDER  |  THURSDAY, 25 MAY 2017
... financial services sectors." "Amid this challenged marketplace, the gap is widening between leading and lagging asset and wealth management firms. Unlike deals of the past, consolidation pressures, with a focus on scale, will likely drive the next round ...

AMP continues goals-based advice focus

DARREN SNYDER  |  THURSDAY, 25 MAY 2017
... company's application to goals-based advice as part of the wider strategy to operate a higher-growth, less capital-intensive wealth business. Speaking at an investor strategy day in Sydney, Meller said he would grow the wealth management arm by broadening ...

Australia ranks fifth for financial literacy

ALEX DUNNIN  |  THURSDAY, 25 MAY 2017
... literacy performance, is heavily influenced by a student's home state, gender and indigenous status and their family's wealth status. For example, 15-year-old students from wealthy families were on average three years more advanced in their mathematical ...

Foreign trust disclosures overhauled in NZ

DARREN SNYDER  |  WEDNESDAY, 24 MAY 2017
... trustees. However in New Zealand the residency of the trust is based on the settlors (the person/people who have conferred wealth on the trust). "For a trust formed in NZ by a non-resident settlor, as long as the income generated by the trust was not ...

Advisers doubtful over super home deposit scheme

KARREN VERGARA  |  WEDNESDAY, 24 MAY 2017
... Government's proposed first home superannuation saver scheme is raising concerns with several financial advisers. HLB Mann Judd wealth management manager Lindzi Caputo said there are still a lot of questions surrounding the initiative, announced in Treasurer ...