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| | | ... retirement, as well as support direct member choice through the provision of tools, such as personas. Generation Life general manager of retirement solutions Patrick Clarke welcomed the introduction of the draft voluntary best practice principles in ... |
| | | | ... and their investment sector peers, over four days. The delegates will join ambassador to the US, Kevin Rudd, and consul-general in New York, Heather Ridout, in Washington DC and New York at the investment summit. Currently, large super funds invest around ... |
| | | | Australian Retirement Trust (ART) chief economist Brian Parker told the Financial Standard Chief Economist Forum that investors should be wary of the coming decade, with more volatility expected. "The last 10 to 20 years, we have seen a rising tide ... |
| | | | ... Solutions. For his part, Stevens joins from HUB24 where he spent the last two years as acting chief growth officer. A former general manager with Colonial First State wealth management team, he also held senior roles at Mercer and Aviva Australia. "Apex ... |
| | | | Senator Andrew Bragg has questioned ASIC over how it handles investigations and proceedings against superannuation funds when it comes to claims handling delays. The back and forth with ASIC commissioner Simone Constant consisted largely of Constant ... |
| | | | ... bigger. Together, the two financial years equate to $193 million or $12,500 per financial adviser. Philip Anderson, the general manager of policy, advocacy, and standards at the FAAA, said the actuarial report "paints an alarming picture" of what the ... |
| | | | ASIC is proposing additional relief for financial services businesses, which would scrap the need to report minor or technical breaches that don't result in a financial loss. The relief is intended to ease the compliance load on financial services ... |
| | | | Generation X and Millennials collectively drove about 85% of new self-managed superannuation fund (SMSF) establishments for the six months to 31 December 2024, according to a new report from Class. The total value of the net assets administered on Class ... |
| | | | ... and with a couple of clicks, generate all the fee consents forms, he said. Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standards Phil Anderson recently told Financial Standard that getting rid of fee disclosure ... |
| | | | ... beneficiaries of this positioning." Last November, former NAB Asset Servicing executive Jonathan Green took on the role of general manager, superannuation at Fiducian to replace Ross Martin. |
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