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Showing 651 - 660 of 1322 results for "Stage 1"

Industry fund welcomes new chief executive

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
A $10 billion industry superannuation fund announced the appointment of a new chief executive to lead its next phase of growth. Sydney-based Local Government Super is welcoming David Smith to the top role. He succeeds Peter Lambert, who resigned in ...

ASIC targets retirement products and services

KARREN VERGARA  |  MONDAY, 4 SEP 2017
The corporate regulator has formed an internal working group to address financial issues of older Australians. In its 2017-18 Corporate Plan, ASIC highlighted it will examine financial products and services provided to older Australians - especially ...

Industry super fund expands impact investment strategy

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
A $1.3 billion industry superannuation fund is expanding its impact investment strategy to companies operating in Latin America, Sub-Saharan Africa and Southeast Asia with a new global partnership. Christian Super will make an investment in the TriLinc ...

Numbers and needs of female HNWs set to grow

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2017
Female entrepreneurs represent both a growing demographic in Australia and an attractive business opportunity for wealth managers capable of offering bespoke services. Though women represent less than 10% of Australia's high-net-worth community, they ...

Former politician to chair Equity Trustees

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
A former Victorian premier and media personality is expected to become the next chairman of Equity Trustees. Subject to his re-election to the board at EQT's annual general meeting in October, Jeff Kennett will succeed current chairman Tony Killen who ...

Roaring forties produce super member tailwinds

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
Superannuation members invested in lifestage funds and aged between 40 and 50 have produced an outstanding 12-month return on retirement savings according to the latest super fund analysis. Rainmaker research shows lifestage (also lifecycle) MySuper ...

Advisers searching for LRBA answers

ALEX BURKE  |  WEDNESDAY, 2 AUG 2017
Regulatory changes to limited recourse borrowing arrangements have been advisers' primary concern over the past quarter, according to BT Advice Technical research. Advisers' queries focused on two key issues: first, the proposal to combine outstanding ...

Advice business offers enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
Financial Index Australia entered into an enforceable undertaking with ASIC after an investigation found advisers had moved clients into more expensive, FIA-branded products without reason. ASIC identified a number of issues within FIA's financial advice ...

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
Financial advisers who customise services at an individual personal level are not only more likely to win new clients but are perceived to be trusted advisers, according to an academic. Research shows while an adviser's expertise and reputation are ...

New executives to drive NGS Super growth

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
NGS Super will soon welcome two new senior executives including NESS Super's current chief executive. Angie Mastrippolito has been named as the new chief operating officer for the $8 billion industry fund. Mastrippolito has been the chief executive ...