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Showing 61 - 70 of 466 results for "Tier"

Mercer Super recruits growth lead

ELIZABETH FRY  |  TUESDAY, 2 APR 2024
... advisers." Raynes spent 16 years with the US banking giant, with his time evenly split between looking after J.P. Morgan's top-tier institutional investors and running a debt funding business for its capital markets business. Most recently, as head ...

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
The final report from the government's Aged Care Taskforce suggests the amount paid by Australians accessing care should be determined by their personal wealth, including superannuation, rejecting the idea of an aged care levy. On the back of the ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... advice needs of Australians require a different approach. It said establishing a new category of "super firms" like the mid-tier model seen in accounting and professional services will be the future blueprint for successful advice businesses in the future. ...

Barings prepares new strategies for local institutional investors

ANDREW MCKEAN  |  TUESDAY, 5 DEC 2023
... billion global investment manager anticipates that the introduction of these strategies will solidify its status as a "top-tier debt provider" in the APAC region and augment the scale of investments per deal. Despite having been active in the private ...

Wealth managers seek better data warehouse solutions: BNP Paribas

CHLOE WALKER  |  FRIDAY, 10 NOV 2023
Wealth managers are increasingly demanding better ways to access and utilise data from their custodians and expect advances in artificial intelligence (AI) to make this possible, according to BNP Paribas. "They want to know what we know and what we ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... "They collect actionable feedback from both their clients and their staff and use these insights to improve their offer. They tier the service they provide to their clients and charge appropriately for advice across the respective tiers," Ellis said. ...

HUB24 launches investment options

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
HUB24 is unveiling several enhancements to its platform, including the launch of new investment options targeting accumulators and retirees. HUB24 is launching a new investment option that targets advised clients with smaller amounts of investible assets ...

HMC Capital reaches first close on fund

CASSANDRA BALDINI  |  MONDAY, 25 SEP 2023
... $10 billion in committed AUM target by the end of 2023. "We are delighted to reach first close and welcome a number of top tier major new strategic capital partners for the Healthcare and Life Sciences Unlisted real estate fund," HMC Capital head of ...

MLC Life unveils retail discounts

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... BMI of 18.5 and 28.5 (inclusive). Income Protection Large Case Discount has between 7% and 10% of cost savings based on a tier for clients with greater amounts of income protection cover. Clients insured for over $250,000 in lump sum cover and/or over ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... unique challenges. To that end, WealthLeaders eXchange hopes to facilitate high-value interactions by bringing together top-tier financial advisers with a curated group of fund managers. Such connections could enable fund managers to identify who could ...