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| | | ... a senior portfolio analyst. Before that, he was head of alternatives and portfolio manager at Insignia Financial and a member of its Investment Committee. Earlier in his career, Utreja held roles at ANZ Wealth, Mercer Investment Consulting, Macquarie ... |
| | | | Allan Chen, the final member of his team to to secure a new position following the fund's merger with Australian Retirement Trust, has joined Westpac's private bank as an investment director for global investment services. In the role, Chen ... |
| | | | ... retirement savings safely across to CareSuper." One of the deciding factors for MIESF was that CareSuper also performed its member administration in-house, just like MIESF. Established in 1981 as the Meat Industry Provident Fund, despite being a steady ... |
| | | | Almost half of all super funds have seen a decline in member accounts over the last year, despite the number of member accounts across the industry having increased. APRA assessed super funds' performance against a variety of metrics over one, three ... |
| | | | ... group of members and is expected to open to all eligible members aged 60+ later this year. Aware Super group executive member growth Steve Travis said Retirement Manager was an industry first in retirement planning and digital advice. "Retirement Manager ... |
| | | | ... improved processing and payment times, and we expect to do even better. We are also jointly taking steps to digitise more member services, as well as communications currently only supported by paper," they said. Despite the settlement, Cbus is still ... |
| | | | Macquarie is removing funds from dozens of managers from its superannuation investment menu on the Wrap platform. For some, Macquarie said the decision comes down to a lack of investor interest in the offerings. For others, it said it was the decision ... |
| | | | The Australian Financial Complaints Authority (AFCA) has completed its latest update of the AFCA Datacube, which makes data on complaints publicly accessible to consumers and financial firms. The latest update provides data on complaints made within ... |
| | | | Colonial First State (CFS) has handed J.P. Morgan Asset Management (JPMAM) mandates for its emerging markets and global shares strategies. The US$3.8 trillion asset manager has been selected by CFS after rigorous due diligence, assessing its performance ... |
| | | | ... also did not adequately challenge the valuations provided by external fund managers," ASIC said. "This could undermine member confidence in the accuracy of financial information about their superannuation fund." Of five auditing firms reviewed, just ... |
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