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| | | | ... replace Jane Perry, who is retiring in December. Clancy currently holds executive and non-executive director roles at NAB Wealth, co-founded cloud-based advice firm BigFuture, and was also general manager, asset management at MLC. At NAB, he participated ... |
| | | | ClearView Wealth has upgraded its full service wrap WealthSolutions and introduced a separately managed account (SMA) feature. The changes have been made across WealthSolutions superannuation, retirement income and investments. Advisers, non-superannuation ... |
| | | | ... (CBA) has introduced stronger environmental, social and governance (ESG) policies and practices across its investment and wealth management divisions. The new Wealth Management Responsible Investing Framework will integrate ESG into the group's investment ... |
| | | | Listed wealth management platform provider GBST has formed a partnership with MSCI to expand global equities after-tax calculation services at the indexing firm. The collaboration will, for the first time, see after-tax calculations made available on ... |
| | | | The big four banks' wealth businesses benefitted from a lower Australian dollar and a strong performance in investment markets for most of the year but generating acceptable return on equity (ROE) remains a challenge. Presenting EY's analysis of Australian ... |
| | | | ... Westpac Institutional bank, which reported flat earnings and a 12% decrease respectively. Westpac's report said that its wealth business had been impacted by the BTIM sale as well as lower performance fees and higher insurance claims. This was echoed ... |
| | | | Commonwealth Bank's wealth management division has announced a major hire that will see an independent director appointed in several superannuation board roles, most notably at Colonial First State Investments. Joining the boards of Colonial First State ... |
| | | | ... industry because it reviews advice given by Macquarie financial planners going back to 2 March 2004, when Macquarie Private Wealth (MPW) obtained its Australian financial services license (AFSL). Overall, Macquarie Group reported a net profit after tax ... |
| | | | An executive manager of wealth management at Commonwealth Bank (CBA) is the winner of this year's Financial Services Council/Deloitte Future Leader award. Laura Bielinko was awarded for her creative approach to retirement income, which included a proposal ... |
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