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| | | ... roles at other super funds, including Media Super, LUCRF Super, and Kinetic Super. He also has experience at various financial institutions like UBS, Goldman Sachs, JBWere, ANZ Global Wealth, and more. More recently, he was chief investment officer at ... |
| | | | ... the board, following her significant contribution as an independent non-executive director. Mentis brings 37 years of financial services experience to the board, including as managing director and chief executive of Bank of New Zealand (BNZ), group executive ... |
| | | | ... UBS Global Family Office Report. Among the 307 participants, strategic asset allocation, portfolio risk management and financial reporting are most often handled internally, keeping core decision-making and oversight within the organisation. Investment ... |
| | | | ... to its May monthly activity report, ASX reported a 31% increase in total trades, representing a 42% increase in the financial year to the end of the month. It also saw a 37% increase in average daily trades of over 2.6 million transactions, compared ... |
| | | | ... (AI). The app is Australia's first licensed advice platform on mobile and operates under Otivo's Australian financial services licence (AFSL). It draws on the seven advice modules already available on its web version, Otivo said, delivering personalised ... |
| | | | ... IDR data, supporting ASIC's objective to strengthen accountability and drive improved complaint handling across the financial system," the regulator said. The number of complaints made by Australians to their super funds progressively goes up as they ... |
| | | | ... make additional concessional contributions and benefit from favourable tax treatment. The findings come as the end of financial year approaches and as policy makers continue to focus on retirement adequacy through measures such as payday super reforms. ... |
| | | | ... across wealth management and product strategy which will be critical as we strengthen how we support advisers and quality financial advice to thrive, with better outcomes for clients," she said. Among the changes at Allianz Retire+ last year, David Kane ... |
| | | | ... commenced as chief executive on June 1, wrapping up a stint as chief executive of private markets investment firm Keyview Financial Group, which he assumed last November. Raiz chair Kelly Humphreys said the board has worked with Malone to determine the ... |
| | | | ... laws in Australia to ensure they are working to effectively protect whistleblowers. The consultation also considers financial incentives for whistleblowers. Currently the regime does not include financial incentives or rewards for whistleblowers as it ... |
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