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| | | Advisory and accounting association, HLB Mann Judd, has announced the appointment of two directors within its corporate and audit services and business advisory divisions. Perth based audit manager David Healy has been promoted to director within the ... |
| | | | ... flows that has been especially noteworthy. "It's encouraging to see ETFs really enter the mainstream as more and more personal investors appreciate their inherent benefits - namely that ETFs are low-cost, diversified, and easily accessible." Globally ... |
| | | | ... Super "are differentiating themselves from the megafunds by really connecting with members and engaging with them on a personal basis". "This is a super fund where people invest money for retirement and can see that money being put to work in their own ... |
| | | | ... funds dominated the 10 best-performing default options list in the latest November figures. New Rainmaker analysis of personal default superannuation fund options found that over a three-year period, Aware Super's personal default fund marginally achieved ... |
| | | | ... ends at simple mathematics - if taken at all. "It's not emotional. It's not contextualised adequately into their personal lives, and they're not taught how to nor prompted to create their own spending plans, investment strategies nor sort ... |
| | | | Financial advisers who failed the mandatory examination multiple times are slamming FASEA's feedback process, claiming it is inconsistent and fails to help them stay in the industry. As the failure rate continues to balloon, advisers making genuine ... |
| | | | ... The review will examine key concepts such as the differences between 'financial product advice', 'general advice' and 'personal advice' - as well as how these terms are used by the industry and how they are interpreted by consumers. It will consider ... |
| | | | ... worth with AMP SignatureSuper's AMP Capital Multi-Asset (2.64%), Crescent Wealth's Super Growth (2.48%), Tidswell Personal Super - Schroder Strategic Growth Fund (2.46%), and Asgard Employee Superannuation Account's SMA High Growth (2.15%) ... |
| | | | ... who was reporting to general manager, superannuation Melinda Howes. Last week BT confirmed Howes has now departed for personal reasons, with Oakhill taking over her role in the interim. 3) Sunsuper, QSuper confirm merger will go ahead In March, the two ... |
| | | | ... overhauled its executive line-up and now comprises two thirds of senior managers that have been recruited externally. "On a personal note, in the early days, I found Westpac's embedded culture and processes quite frustrating, which made getting traction ... |
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