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Showing 41 - 50 of 230 results for "Separation"

Perpetual explores split following review

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... wealth management businesses, aiming to create a more focused asset management business. According to the firm, the separation, currently being assessed by the board, will unlock additional value for Perpetual shareholders. Perpetual said its growth ...

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... exert significant influence on returns and risks." Sheng said one of the trends J.P. Morgan observed is the growing separation between China and the broader emerging market (EM) opportunity set. "While more favourable fundamentals bode well for non-China ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... financial insecurity, emotional vulnerability, and disability among family members, as well as estrangement, divorce or separation, and blended families. "People often have limited knowledge about estate planning, which can make it challenging for them ...

Iress completes $52m sale of MFA business to SS&C

ANDREW MCKEAN  |  TUESDAY, 3 OCT 2023
... has been assigned to manage the divestment of the Platforms business, as well as overseeing the "disentanglement and separation" of Iress' operations in South Africa and Canada. "Iress is committed to continuing at pace on its transformation agenda ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... tenures as chief executive of MLC and Perpetual. At MLC, Lloyd was instrumental in the company's modernisation and separation from NAB. As chief executive of Perpetual, he developed and executed the asset manager's transformation strategy, simplifying ...

ETF explainer: Understanding their structure

ANDREW MCKEAN  |  FRIDAY, 16 JUN 2023
... The custodian, a separate entity from the ETF issuer, keeps these assets in a ring-fenced account held in trust. This separation provides a safety net, ensuring that the underlying assets are generally safeguarded, even in adverse circumstances impacting ...

AMP offloads SuperConcepts

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... in Q3 this year, with all parties committing to ensuring a smooth transition and continuation of service during the separation from AMP. "This is yet another step in simplifying the AMP business and delivering on the promises to focus on retail banking ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... their confidence, manage their own finances and help those that have gone from a dual to a single-income household. "Separation and divorce tend to hit women harder than men with the average age of divorce being 38.5. At this age, many women have taken ...

Separation of ANZ P&I business completes

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
Several years in the making, Insignia Financial has finally completed the separation of the pensions and investments business, in a first of its kind move. This is the first time a superannuation business has been separated from a big four bank, with ...

WA introduces new super laws for de facto couples

ANDREW MCKEAN  |  FRIDAY, 19 AUG 2022
... too long outdated arrangements meant de facto partners in WA could not split their superannuation in the event of a separation. "Instead, each partner walked away with their individual superannuation account balance - no matter how disproportionate they ...