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| | | ... over the 12 months were HOSTPLUS with 22.4%, IOOF Portfolio Service with 22.3%, Mercer with 21.4%, and REST and Perpetual Wealth Focus both with 20.7%. The top five public offer Retirement funds (by balanced options) over the 12 months were HOSTPLUS ... |
| | | | ANZ managing director of Advice and Distribution Paul Barrett is leaving the company after a reshuffle of its Wealth division. The current managing director of Advice and Distribution Paul Barrett has decided to leave ANZ, effective September 16. Neil ... |
| | | | ... Parramatta Renee Hush said. Young people and accumulators prefer to pay a flat fee rather than ongoing commissions, a trend that Wealth Enhancers managing director Sarah Riegelhuth has also detected in her business. "The young professionals that we work ... |
| | | | ... and AIX. According to the Future Fund there is an assumption from AustralianSuper that the $85 billion dollar sovereign wealth fund should handover the documents that have been requested, however if this happens it risks breaching a confidentiality A ... |
| | | | ... and credit to businesses by 0.9%. Still, it's all well and good...but that's if the appreciation in housing generates the wealth effect and the increased demand for ancillary products and services that it has generated in the past. To this day, it appears ... |
| | | | WealthSure is undertaking a full reform of its business after it entered into an enforceable undertaking following concerns by the Australian Securities and Investments Commission (ASIC) over poor compliance and failure to monitor advisers' actions. ... |
| | | | ... 402,000 millionaires in Australia, up 33% on 2012, with the majority of these 100,000 new millionaires expected to earn their wealth from financial services. At the end of 2012 there were 302,000 millionaires (HNWIs) in Australia, collectively holding ... |
| | | | ... director John James, Perpetual chief executive and managing director Geoff Lloyd, Commonwealth Bank group executive of wealth management Annabel Spring, Suncorp Life chief executive Geoff Summerhayes and Franklin Templeton Investments Australia managing ... |
| | | | ... compliant for the changes in superannuation as we continue to deliver quality retirement products and solutions," Aon Hewitt Wealth Management managing director Pierre Kraft said. The Aon Master Trust is a national retail superannuation fund established ... |
| | | | WealthSure, WealthSure Financial Services and the former chief executive of both companies, Darren Pawski, will be put into an enforceable undertaking (EU) until 2018. The Australian Securities and Investments Commission (ASIC) has accepted an EU from ... |
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