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| | | AMP, under its new chief executive, has rejigged the leadership team that now includes the appointment of a new chief operating officer, and human resources and finance leads. Rob Jarrett was promoted to the role of chief operating officer in May, finishing ... |
| | | | ... alongside growing client complexity across retirement, succession, tax, alternatives and whole-of-wealth oversight. CoreData chief executive Andrew Inwood said what is concerning is Australia is entering its largest intergenerational wealth transfer ... |
| | | | JPMorgan Chase chief executive Jamie Dimon grabbed headlines last year when speaking at one of the banking giant's quarterly earnings calls. "When you see one cockroach," he told analysts, "there are probably more." The cockroach Dimon was referring ... |
| | | | Aware Super chief investment officer Simon Warner said the $200 billion super fund will only reposition its portfolio if it sees a higher probability of some of the worst-case scenarios playing out in the Middle East conflict. Speaking at the Bloomberg ... |
| | | | ... property, agriculture, infrastructure and high-growth businesses. Speaking at the Queensland Futures Institute Finance Summit, chief executive Kate Farrar said the fund had already committed to $225 million under the strategy, which was launched to direct ... |
| | | | ... These are clients who are well resourced and understand their position and yet are still reluctant to act," Allianz Retire+ chief executive David Kane said. "The constraint is behavioural, and no amount of additional information or projections are likely ... |
| | | | ... completed, members receive instructions on how to print, sign and witness the documents to make it legally valid. Safewill chief executive Adam Lubofksy said the partnership was designed to make estate planning more accessible and less intimidating for ... |
| | | | ... The transaction is subject to several conditions, including shareholder and regulatory approvals. Commenting, InvestSMART chief executive Ron Hodge said TIP is well-placed to bring the business forward, as the sale "further strengthens" InvestSMART's ... |
| | | | ... income solutions from other providers, including Allianz Guaranteed Income for Life (AGILE) and Challenger annuities. HUB24 chief operating officer Craig Lawrenson said the new offering will allow advisers to deliver better outcomes for their clients. ... |
| | | | ... rubbish in, rubbish out," he said. In the context of adopting technology-enabled advice, Padua Solution managing director and chief executive Matt Esler said advisers need to lean into compliance as they are fiduciaries of clients' wealth. Applying quality ... |
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