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Showing 1 - 10 of 31 results for "WIG"

Retirees require 3.3% drawdown: Research

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio. Using the 3.3% rate over a 30-year time horizon, Morningstar found that newly minted retirees cannot safely withdraw 4% of their initial ...

T. Rowe Price launches entity, restructures

KARREN VERGARA  |  TUESDAY, 24 NOV 2020
T. Rowe Price will establish a separate US-based entity and platform that will house several of its strategies, promoting a veteran to lead the venture and a new team. Stephon Jackson, currently associate head of US equity, will become head of the new ...

Administrators appointed to iProsperity

ELIZABETH MCARTHUR  |  FRIDAY, 17 JUL 2020
Real estate investment manager iProsperity has taken a hit from COVID-19, resulting in administrators being appointed to the group. Cor Cordis has been appointed voluntary administrator to the companies in the iProsperity Group but their appointment ...

Administrators appointed to IPO Wealth

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUN 2020
Voluntary administrators have been appointed to IPO Wealth, one of the main investment vehicles for embattled Mayfair 101. Darryl Kirk, Barry Wight and Rachel Burdett of turnaround and restructuring advisory firm Cor Cordis have been appointed as voluntary ...

Stanford Brown hires Deloitte director, acquires firm

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
The Sydney wealth and advice firm has hired a senior director from Deloitte, as it kicks off its accounting offering with an acquisition of a local practice. Stanford Brown has appointed Dean Crossingham to head the accounting business. Crossingham ...

Westpac to pay $9.5m for Corps Act breaches

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
Westpac has been ordered by the Federal Court of Australia to pay $9.15 million over poor financial advice provided by just one former adviser. The court case relates to poor financial advice provided by Sudhir Sinha which breached the best interest ...

Stanford Brown acquires Sydney advice firm

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
Stanford Brown has acquired a Sydney advice practice from Godfrey Pembroke, with chief executive Jonathan Hoyle saying there's more to come. World Square Financial Services was founded by former NAB Private Bank financial adviser Robert Wiggins ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...

Legalsuper expands member service capability

KARREN VERGARA  |  THURSDAY, 13 JUN 2019
Legalsuper is growing its member service team with two appointments: a client service manager and data analyst. Long Nguyen serves as a client service manager, the fund's 10th member-facing appointment in less than three years. Nguyen has 13 years' ...

The joys of an independent board

KANIKA SOOD  |  WEDNESDAY, 3 OCT 2018
What value does an independent board of directors add to an investment company? That's a question that directors of top UK investment companies met to answer yesterday. At a conference organised by 86-year old Association of Investment Companies (AIC) ...
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