|Search Results||Showing 1 - 10 of 17 results for "Australian Unity Trustees"|
|... giving conversations with clients, although more than a third want to embed it in the near future. Australian Unity Trustees executive general manager Emma Sakellaris says discussing clients' philanthropic objectives should be a key component of financial ...|
|Australian Unity Trustees has recruited from Equity Trustees to fill the newly-created position of head of partnerships. Sally Fenemor is taking on the new role, joining from Equity Trustees where she was most recently national business development ...|
|... empowering women to make choices to live a financially secure and fulfilling life. This is according to Australian Unity Trustees general manager Emma Sakellaris, who says that achieving balance can be "extremely difficult" for women. Years spent away ...|
|... wills or rely on do-it-yourself will kits still comes as no surprise to an estate planning expert. Australian Unity Trustees national manager of estate planning Anna Hacker says wealthier people are not as organised in their estate planning despite popular ...|
|... resources to care for their families after they pass away and pay for the end-of-life care they endured. Australian Unity Trustees Legal Services national manager of estate planning Anna Hacker concurred, and said despite advertising around estate planning ...|
|... financial advisers to reconsider the advice process, particularly when it comes to estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" for estate planning. She says ...|
|... into the estate planning process, particularly for those living in Sydney. Based on the experience of Australian Unity Trustees national manager of estate planning, Anna Hacker, Sydney is the most expensive place for a funeral service. Hacker's experience ...|
|... Unity inked a deal with a major wealth management software provider to fortify its trustee business. Australian Unity Trustees has selected Bravura Solutions' Garradin platform to provide its core operating system. The implementation of Garradin is a ...|
|... of bitcoin, ethereum and native (BKT) tokens for its services. Financial Standard recently spoke to Australian Unity Trustees national manager, estate planning Anna Hacker about the implications of the global explosion of crypto investments on estate ...|
|... financial advisers to reconsider their clients' digital lives and the impact this has on estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" for estate planning. She ...|
BT Financial Group has shut down a $670 million global property fund and a $293 million Asian shares fund, as it sees them unsuitable for retail investors.
Perpetual has confirmed the appointment of a head of risk, promoting from within to fill the newly created role.
A $5.6 billion industry superannuation fund is revamping its MySuper option, which will see default members' exposure to growth assets and fees rise.
A $486 billion global manager has hired Principal Global Investors Australia's institutional sales director for its Sydney office, as it looks to grow its business down under.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|