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Showing 701 - 710 of 2015 results for "WIS"

Aussies unprepared for wealth transfer

ALLY SELBY  |  MONDAY, 9 DEC 2019
Despite the largest intergenerational wealth transfer to date looming, more than half of Australians do not have an estate plan in place. New research from Perpetual shows 56% of Australians do not have a will in place, with 53% of parents admitting ...

HUB24 upgrades distribution capabilities

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
The platform provider expanded its distribution team, hiring several business development managers and appointing a national team of training and relationship managers to support financial advisers. Former CommSec Adviser Services state manager Lydia ...

Women in Super: A year of accomplishments

MICHELLE BALTAZAR  |  MONDAY, 2 DEC 2019
... $18,000 on the day for a community foundation supporting women. Lata McNulty, chair of the NSW Committee, said that in 2019, WIS held 56 events nationally, awarded over 13 scholarships to members and raised over $1.75 million for the National Breast ...

How it can all go wrong

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
In the most-talked about session on the FPA Congress program, former Queensland adviser James Cribb sat down with his lawyer Rhett Das to explain how he came to be banned and what he wishes he'd done differently. In July last year, Cribb was banned ...

Westpac gives investors an out

HARRISON WORLEY  |  THURSDAY, 28 NOV 2019
Westpac has opened the exit door for share purchase plan investors caught unaware by AUSTRAC's action against the bank. Following discussions with corporate regulator ASIC, Westpac has opted to provide a withdrawal option for applicants to its share ...

Vale David Smith

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
HESTA director and former Australian Institute of Superannuation Trustees president David Smith is being remembered as an inspirational leader. Smith, who was also general secretary of the Australian Services Union, passed away suddenly on November ...

CBA wealth boss to exit

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
The chief executive of NewCo is set to exit among other changes to Commonwealth Bank's group executive lineup. Jason Yetton will depart in early January 2020 after just over 12 months in the role. To date, Yetton oversaw the divestment of Count ...

Cbus enters corporate super

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2019
The $54 billion industry superannuation fund is dipping its toes into the world of corporate super, launching a new offering this week. Cbus officially launched its Cbus Corporate Super product on Monday for those who wish to join the fund via their ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
A debate is raging about what the Financial Advice Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield looking to clarify the issue. ...

High net worths want more: Research

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
Australia's high net worth investors are looking for more from their wealth advisers, including broader access to alternatives. The 2019 Powerwrap and Investment Trends HNW Investor Report shows 58% of HNWs have unmet advice needs, an increase of four ...