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Showing 1 - 10 of 3303 results for %22Trust Services%22

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... superannuation trustees should ensure they work to deliver good retirement outcomes for clients and members to uphold member trust and the integrity of the financial system," the regulator said. "This includes notifying ASIC when becoming aware of activity ...

Asset managers prioritising product quality: Northern Trust

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... years, according to a recent survey of 300 global asset management firms conducted by WBR Insights and sponsored by Northern Trust. The survey reported that the quality and accuracy of products is seen as a top priority by 72% of respondents, while 70% ...

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
Australian Retirement Trust (ART) has revamped its advice, guidance and education team and created two new leadership roles. ART executive general manager for advice, guidance and education Anne Fuchs said the new team structure will best position the ...

Chief member officer leaves Insignia Financial

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAY 2024
... functions. Separately, longstanding Russell Investments executive Jodie Hampshire was appointed to the board of the financial services giant as an independent director earlier this week. Hampshire held several senior roles with Russell Investments, including ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... will shut down next month; its members will be moved to the new 'Salaam' division of Russell Investments Master Trust. Following a review by Equity Trustees, the trustee for Crescent Wealth's super fund, an agreement was made with Russell ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... brand reputation is the foremost consideration for consumers when selecting a life insurance provider, ahead of advisory services and premium costs. Notably, 20% of policyholders intending to switch providers seek assistance with policy cancellation. ...

MSC Certane wins Suncorp mandate

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... considerable experience in acting as trustee for debt securities. Our recent merger with Certane CT combines substantive corporate trust experience and capability. We currently act as trustee for over $5 billion in corporate notes, debentures and bonds," ...

JANA appoints new director of client development

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... seasoned investment professional with more than 20 years of experience across a wide range of asset classes and financial services solutions. Prior to this appointment, Chebli was a senior business development manager and relationships manager at APSEC ...

Equity Trustees scores Woodbridge mandate

ELIZA BAVIN  |  MONDAY, 22 APR 2024
... fund, the Woodbridge Secured Income Fund. Equity Trustees executive general manager, corporate and superannuation trustee services Andrew Godfrey said he is delighted to have been chosen to be the responsible entity for the fund. "We look forward to ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ...
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