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Showing 531 - 540 of 1151 results for "A3 Group"

WAM finds returns in growth companies

DARREN SNYDER  |  MONDAY, 25 JUL 2016
Exposure to undervalued growth companies in the vehicle leasing, retail and health product sectors led WAM Capital to a 21.6% return on its investment portfolio during 2015-16. Releasing its full-year results to the ASX, WAM Capital chairman Geoff Wilson ...

Mercer wins new super partnership

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
Wealth management firm Mercer recently won a superannuation partnership with one of Australia's largest mining services companies, adding about 4000 new members to the Mercer Super Trust. The partnership saw Orica transition about one-third of its workforce ...

Fee and return disclosures influence retirement choice

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
A group of researchers have developed strategies to advance superannuation member engagement with retirement plan choices, particularly focusing on fee and return disclosures. In a working paper recently published by the Centre of Excellence in Population ...

Bennelong appoints two board members

DARREN SNYDER  |  TUESDAY, 12 JUL 2016
Bennelong Funds Management is signaling its two new board appointments as part of a wider vision to expand both locally and offshore. Joining the board at Bennelong as non-executive directors are Vicki Allen and Lincoln McMahon. This announcement, coupled ...

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Independently-owned dealer group Fortnum Financial Advisers has broadened its reach across three Australian cities with five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and ...

Two advice firms to get managed accounts

MARK SMITH  |  WEDNESDAY, 22 JUN 2016
Advice firms Choice Capital and Ashfords Wealth Advisors will have access to a diversified suite of SMAs managed by Beulah Capital. Non-institutional platform provider, Netwealth, has teamed up with Beulah Capital, to launch two new private label managed ...

Unintended consequences unearthed in super changes

MARK SMITH  |  FRIDAY, 10 JUN 2016
... superannuation changes laid down in the budget is leaving wealth managers in the dark as to how to advise their clients, a group of leading industry technical services professionals has warned. Around 50 professionals debated the complexities of the ...

BOQ director announces resignation

ALEX BURKE  |  FRIDAY, 27 MAY 2016
The Bank of Queensland has announced the resignation of a non-executive director. Standing down is Neil Berkett. He is currently chair of The Guardian Media Group, a non-executive director at Sage, and was the former chief executive of Virgin Media ...

Public sector retirees still seek answers

DARREN SNYDER  |  TUESDAY, 17 MAY 2016
A group representing public sector retirees is waiting on the federal government to release figures about Australians affected by the new 10% cap on defined benefit income that is excluded from the pension income test. The Australian Council of Public ...

NAB partnership puts adviser education at forefront

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... Business School. Advisers will have access to both undergraduate and postgraduate courses and will have the option to access a group discount on all course fees for units in a range of programs, including the Master of Financial Planning and Master of ...