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Showing 871 - 880 of 3030 results for "EIG"

Crestone bolsters team

ELIZABETH MCARTHUR  |  TUESDAY, 14 JAN 2020
Crestone Wealth Management has made eight new appointments, bringing its team to 80. The firm said the hires reaffirm its commitment to high-quality professional advice in the high net worth and ultra-high net worth client segments. Paul Shalhoub, Duane ...

Franklin Templeton veteran readies two funds

KANIKA SOOD  |  MONDAY, 13 JAN 2020
A global equities boutique launched by a Franklin Templeton veteran is getting ready to pitch two new Aussie-domiciled funds to private wealth firms and wholesale clients down under. Bahamas-based Holowesko Partners is aiming to launch in the next two ...

Latitude Financial joins banks on AFCA complaints list

ALLY SELBY  |  MONDAY, 13 JAN 2020
Latitude Financial Group has joined the big four banks and a number of insurers as the most complained about financial services companies in the country. It comes after a particularly bad year for Latitude; suffering what has been deemed the biggest ...

Geared super funds hit jackpot

HARRISON WORLEY  |  FRIDAY, 10 JAN 2020
Latest research shows that geared super funds enjoyed a stellar 2019 thanks to a bull run in financial markets. According to new Rainmaker research, the top 10 geared retirement and superannuation funds achieved returns in excess of 50% in the 12 months ...

Industry funds dominate satisfaction

JAMIE WILLIAMSON  |  THURSDAY, 9 JAN 2020
A $10 billion superannuation fund has topped the ranks for member satisfaction as it readies for merger, joining seven other industry funds in the top 10. Tasplan achieved the highest satisfaction rating of any super fund in Roy Morgan's latest Superannuation ...

ASIC bans former Charter, NAB adviser

KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
A financial adviser who worked for AMP's Charter Financial Planning and NAB's GWM Adviser Services has been handed a four-year ban after the regulator reviewed a sample of his client files. David O'Brien failed to consider his clients' ...

MLC Life loses super fund mandate

KANIKA SOOD  |  MONDAY, 16 DEC 2019
An $8.5 billion corporate superannuation fund has swapped out MLC Life Insurance for another provider after eight years. Qantas Super will now use OnePath Life as its insurance partner, with an expected start date of 1 July 2020. The fund started to ...

AMP to cut contribution fees

JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2019
AMP has informed licensees and financial advisers it will phase out contribution fees in Q1 2020. In a letter from AMP managing director of superannuation, retirement and platforms Lara Bourguignon, AMP has said it will cease charging and paying contribution ...

New hires, mandates at Link

ELIZABETH MCARTHUR  |  MONDAY, 9 DEC 2019
Link Fund Solutions has appointed a new chief operating officer as part of what it says is a broad transformation of the business. Peter Sipek has been appointed chief operating officer. He has more than 30 years' experience in financial services most ...

Aberdeen appoints head of Australian fixed income

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
Aberdeen Standard Investments has promoted internally to appoint a head of Australian fixed income, after the team lost two experienced investors in September. Garreth Innes is moving into the Sydney-based role after eight years on the team. He reports ...