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Showing 31 - 40 of 499 results for %22A One Multi Services%22

MA Financial establishes Singapore office

CHLOE WALKER  |  FRIDAY, 26 MAY 2023
... Singapore as a distribution director in June. "Kelly's previous role was senior account manager at Wellington Management, one of the world's largest independent asset managers managing more than US$1 trillion for clients in over 60 countries," ...

AFCA outlines systemic issues in wealth management

ANDREW MCKEAN  |  TUESDAY, 23 MAY 2023
... financial services landscape, affecting consumers who haven't lodged a formal complaint. In the superannuation sector, one identified issue concerned the provision of insurance attached to super funds. An AFCA investigation uncovered a superannuation ...

Former super fund investment chief lands new gig

CHLOE WALKER  |  WEDNESDAY, 17 MAY 2023
... comes at a pivotal and opportune time." Meanwhile, McQueen said: "Foresters Financial has an incredible story and legacy as one of the oldest and purest investment bond managers in the market, so the decision to join and play a role in its future success ...

Budget of missed opportunities: Industry

CASSANDRA BALDINI  |  WEDNESDAY, 10 MAY 2023
... financial advice more affordable for consumers, is to reduce the business costs involved in the provision of advice - and this is one important way the government can assist," she said. Another area that looks to boost revenue is the 15% minimum tax ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... canvassed about 500 investors from the US, found that 64% prefer the services of the family adviser as opposed to seeking a new one. The survey also found that the next generation has multiple, competing priorities for their wealth in terms of personal ...

ASIC updates breach reporting guidelines

KARREN VERGARA  |  FRIDAY, 28 APR 2023
... 2021. The updates include the clarification of circumstances in which licensees may group multiple reportable situations into one report. RG78 also includes several new updates, one of which is how to describe the reportable situation. "The level of ...

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
... team of approximately 2000 investment professionals around the world, Mercer Super members will benefit from being part of one of the most competitive super funds in Australia, and this is only the beginning." Mercer Super chief executive Tim Barber ...

State Street buys outsourced trading firm

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2023
... look forward to joining the State Street team and continuing to build on our client platform and experience with the scale of one of the world's largest institutional financial services providers," he said.

Australian Ethical adds to leadership team

CASSANDRA BALDINI  |  TUESDAY, 14 MAR 2023
... Australian Ethical's decision to sell its shares in Lendlease Group over planned development that could threaten the survival of one of the last remaining healthy koala colonies in NSW. "For over four years we have used our shareholdings in Lendlease ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... relationships." Alsop added that Australia and the UK are similar when it comes to the value of financial advice. "They're often one step ahead and a step behind each other," he said.