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| | | ... addition has nearly doubled RI Toowoomba's risk revenue and will be a core part of its offering going forward. This is on top of four other acquisitions the firm has in the pipeline. "It's part of our regional growth strategy. We've currently ... |
| | | | Perpetual has named its new chief executive and managing director as Rob Adams steps down. Bernard Reilly assumes the top job, having exited Australian Retirement Trust (ART) as chief executive in February 2024. He spent two years at ART where he oversaw ... |
| | | | ... and "deepfake" videos of public figures endorsing online investment trading scams, ASIC said. Investment scams continue to top the charts when it comes to scam losses for Australians, which saw a staggering $1.3 billion lost in 2023. Scamming via remote ... |
| | | | ... agents" that were incentivised with commission payments and the opportunity to join exclusive "clubs" Burkhalter created for top agents. Membership in the clubs entitled the agents to an all-expenses-paid trip for two to the likes of Cabo San Lucas and ... |
| | | | ... However, ACSA pointed out that some individual custodians fared better than others so far this year. J.P. Morgan has retained its top spot on the rankings, growing its total assets under custody by 11% to $1.2 trillion. Meantime, State Street has climbed ... |
| | | | ... Dimensional gained $170 million, Loftus Peak $136 million, JPMorgan $108 million, and Macquarie $90 million, capping off the top 10 ETF issuers by inflows. Magellan, meanwhile, led outflows by a wide margin with $1.56 billion. Next in the line was AllianceBernstein ... |
| | | | The financial services industry is undergoing a workforce transformation due to shifting demographics, according to a new whitepaper by Profusion Group. The whitepaper, Adapting to a Changing Workforce, said organisations are adapting to emerging leaders ... |
| | | | ... 10% in the US and 13.7% in the UK. Health and medical research, animal protection, welfare, and international aid are the top causes supported through bequests in Australia. "If we grew the current charitable bequest rate, it would transform both the ... |
| | | | ... products. However, over a 10-year period, that investment option has excelled, delivering a 7.6% return p.a., putting it in the top quartile. The $85 billion industry fund said that Pascoe will drive Cbus' overall portfolio construction and management ... |
| | | | ... wanted to enjoy retirement while their health allowed it. Some 22% said having the freedom to do what they want to do was the top retirement benefit. This was closely followed by enjoying freedom and flexibility to be spontaneous (20%), family time (17%) ... |
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