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| | | ... in their will. Of those, only 7.5% end up doing so. A 2014 study into charitable bequests by Perpetual-owned The Trust Company found that people who seek advice to write their will are not more likely to include a charitable bequest than others. However ... |
| | | | ... at JANA Investment Advisers. He also held multiple positions at Bank of Ireland Asset Management over 29 years at the company. Donohoe will now oversee the entire Antares business, which NAB Asset Management general manager Garry Mulcahy described as ... |
| | | | ... cyclical and capital spending end markets. Water technology companies tend to be niche high-growth companies driven by company-specific drivers. On the other hand, low beta, higher-dividend paying regulated utilities can provide a defensive component ... |
| | | | ... and being your own trustee. UBS head of product and proposition, platform solutions group, Jennifer McDermott said the company was looking at ways to remove the "barrier to entry" with their MDIO platform. "When a member has to make an investment switch ... |
| | | | ... issues, including more than five years' experience as an estate planning specialist lawyer working for a statutory trustee company." She added, "Terry's appointment comes at a time of increased growth for the Equity Trustees' estate planning division. ... |
| | | | ... a self-managed super fund (SMSF) adviser who was selling property on behalf of MOGS, a Queensland property development company. The company is now in liquidation, but it was paying Hunter commissions of between $10,000 and $25,000 per sale. The Australian ... |
| | | | ... chief executive Chris Rex was Australia's highest paid chief executive. He received $30.8 million in 2014, although the company only reported a $9.1 million salary. ACSI chief executive Louise Davidson noted that statutory reporting has improved over ... |
| | | | ... reported in Financial Standard. JBWere's philanthropic services team was established in 2001 and is targeted at servicing the company's charity and not-for-profit clients as well as family offices interested in charitable causes. "I am excited to be ... |
| | | | ... Unity licence to 101, and the total number of advisers to 183. Although the four new practices have not been named, the company's statement said they are "spread across four states." Australian Unity Personal Financial Services general manager advice ... |
| | | | ... capabilities." UBS joins the likes of Macquarie, NAB, Westpac, BT, CFSGAM, ANZ, IOOF, La Trobe, Legg Mason, Credit Suisse, Moelis & Company and Prime Value in providing compliant products. |
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