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Showing 911 - 920 of 1075 results for "Worley"

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
A West Australian wealth manager with about $1.2 billion in funds under management is Praemium's newest client. Broking and wealth management firm Hartleys will manage its client portfolios using Praemium's reporting and administration platform ...

Average superannuation balances double, female savings lag

HARRISON WORLEY  |  MONDAY, 2 JUL 2018
When it comes to retirement savings the disparity between men and women is still large, latest research shows. Roy Morgan research shows that despite a doubling of the average superannuation balances of intending retirees, females still lag well behind ...

Prominent executive links with VFMC board

HARRISON WORLEY  |  FRIDAY, 29 JUN 2018
Victorian Funds Management Corporation is strengthening its board with the appointment of a prominent financial services executive. The Victorian public sector fund manager is welcoming Fiona Trafford-Walker to its board, in a move designed to deepen ...

Findex strengthens Melbourne leadership

HARRISON WORLEY  |  THURSDAY, 28 JUN 2018
Following recent expansion into a new services market, diversified financial services provider Findex has bolstered its business advisory team. Former Deloitte manager Chris Richardson has linked with Findex subsidiary Crowe Horwath Melbourne, as the ...

Unintended consequences for opt-in insurance: KPMG

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
Group life insurance premiums are set to rise if the Federal Government implements proposed changes to default insurance in superannuation, according to KPMG. The firm's latest research forecasts a 50% reduction in group life insurance cover as a result ...

ASIC takes civil action against AMP

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
The corporate regulator has commenced Federal Court proceedings against AMP Financial Planning (AMPFP), alleging the division of the recently scrutinised mutual failed to ensure its authorised financial planners complied with the best interests duty ...

Aussie asset manager cops ASIC intervention

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
The corporate regulator has slapped licence conditions on an alternative asset manager, citing concerns over the corporate governance of the firm after the misappropriation of investors' funds by a former employee. Aurora Funds Management is now required ...

Willis Towers Watson bolsters senior management

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
Willis Towers Watson is expanding its local senior management with the appointment of a former Funds SA portfolio manager. Fresh from an 11-year career with Funds SA, Simon James has linked with the global consulting firm as its new Australian head ...

Software provider wins European asset management mandate

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
A European asset management giant has signed a long-term contract with an ASX-listed wealth management and funds administration software provider. Legal and General Unit Trust Mangers (UTM), has signed a long-term contract with Bravura Solutions, with ...

TAL to boost adviser underwriting knowledge

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
A new underwriting education initiative from TAL will help advisers and clients better understand the underwriting process. TAL launched the education initiative to increase transparency in the underwriting process, and said the initiative would provide ...