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Showing 961 - 970 of 11685 results for "Make"

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... quantifiable (dollars and cents) benefits. "We start our relationships showing the immediate value of advice, helping our clients make small changes like shifting super funds or increasing monthly savings so they grow their wealth quickly. Then when ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
Expand, Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management ...

Nest plans retirement income play

JAMIE WILLIAMSON  |  TUESDAY, 15 OCT 2024
... solutions, member support and engagement, means they are well placed to help us develop solutions that will help our members make the most of their savings throughout their retired lives." WTW senior actuary Simon Eagle said working with Nest is a privilege. ...

High-profile Tribeca manager sets up shop

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... via a commercial agreement. For clients, Liu said, it is business as usual. "Tribeca has been very helpful in helping me to make this happen and I'm very thankful. It's really time for me to step up and set up a whole business, build my dedicated ...

TAL changes underwriting limits

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... fund. TAL general manager of performance, portfolio management, and underwriting Liesje Jansen van Rensburg said the changes make it faster and easier for Australians to access cover with simplified underwriting. "We're using data and insights combined ...

ASIC cancels fewer AFSLs in FY24

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... stakeholder and applicant engagement process." ASIC is currently building a new digital portal for AFSLs and applicants to make it easier and efficient to apply for, maintain, and vary their licence. It is due to go live in early 2025.

Insignia Financial to trial four-day work week

JAMIE WILLIAMSON  |  FRIDAY, 11 OCT 2024
... business. The FSU explained that this will ensure that while AI can be a factor in decision-making processes, a human must always make the final call. The FSU recently secured similar protections at Cbus, which also included additional consultation time ...

ASIC seeks $27m penalty against AustralianSuper

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
... AustralianSuper has done a lot, a very great deal, to bring itself into a position where this won't happen again and to, as it were, make amends for what it did do, we think that specific deterrence is of a lower order than general deterrence in this ...

Betashares launches defence ETF

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
Betashares has launched an ETF that targets companies dedicated to manufacturing weapons and military equipment and technology. Betashares Global Defence ETF was admitted on the ASX on October 4 under the ticker code ARMR. It invests in up to 60 companies ...

AFCA consults on revised superannuation death benefits

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
... produce consistent outcomes for complaints. By clarifying certain aspects of its existing approach, AFCA said it aims to make its processes more predictable for all parties involved, reducing the potential for disputes and misunderstandings. Once the ...