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Showing 5701 - 5710 of 9286 results for "wealth"

OneVue partners with investment manager

DARREN SNYDER  |  MONDAY, 30 NOV 2015
... investment manager that has more than $1 trillion in assets under management. OneVue is supporting the investment manager's new wealth management distribution strategy in Australia by packaging its unit registry service with a global custody service ...

ASFA reshuffles board

LAURA MILLAN  |  FRIDAY, 27 NOV 2015
... board members Nicolette Rubinsztein and Brian Delaney. ASFA chair Dr Michael Easson said that Boal and Elkins "will bring a wealth of industry experience to the Board. With more than 40 years of combined experience, they will be well placed to represent ...

Treasurer commits to improve after-fee super returns

DARREN SNYDER  |  FRIDAY, 27 NOV 2015
Federal Treasurer Scott Morrison has committed to doing more to reduce superannuation fees and improve after-fee returns for members even though super tax incentives are a cost to the government. As an approach to deliver super tax concessions that ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... Generation Advisory has acquired an advice firm operating under the Commonwealth Bank-owned Financial Wisdom licence. Harvest Wealth is AZ NGA's sixth acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle ...

Super fund tech investment to increase 20%

LAURA MILLAN  |  THURSDAY, 26 NOV 2015
... offer to members. Other priorities for 2016 will be mobile innovations (33%), data personalisation (25%), aggregators of wealth management (25%) and online digital or robo-advice (17%). When asked about the top three elements that super funds should ...

Super funds should engage in pub theory

DARREN SNYDER  |  THURSDAY, 26 NOV 2015
... on Behavioural Economics and Public Policy, Professor Cass Sunstein, told the ASFA conference yesterday there has been a wealth of investment in behavioural insights teams globally and all aimed at nudging people in directions that would make people's ...

MLC Direct appoints general manager

ALEX BURKE  |  WEDNESDAY, 25 NOV 2015
... to make key financial decisions by providing the right help, guidance and advice," said MLC executive general manager, wealth advice Greg Miller. "Vanessa will provide strong leadership as we continue to grow our business and help more Australians secure ...

Super tax breaks review could save $6.6bn: Grattan

LAURA MILLAN  |  WEDNESDAY, 25 NOV 2015
Better targeting of superannuation contributions tax breaks could save the budget $3.9 billion a year and increasing taxes on superannuation earnings of retirees could raise another $2.7 billion, Grattan Institute research shows. "The current system ...

CBA refunds $80m for failing to apply discounts

LAURA MILLAN  |  WEDNESDAY, 25 NOV 2015
Commonwealth Bank (CBA) will refund about $80 million to around 216,000 Wealth Package customers as a compensation for failing to apply fee waivers, interest concessions and other benefits since 2008. The Wealth Package offered benefits such as interest ...

Telstra Super CIO to leave fund

MARK SMITH  |  TUESDAY, 24 NOV 2015
... relationships with the Queensland government and investment opportunities, and relationships, across the global sovereign wealth fund and public fund community." Frawley said: "Jim is a well-regarded and successful investment executive and brings very ...