NAB Wealth


Winners keep pace

An ability to embrace change and find new and innovative ways of operating has never been a more important attribute for leaders in the superannuation industry.
CIO profiles

At-a-glance profiles of awards’ finalists

There are six weeks until the third annual Conexus Financial Superannuation Awards, with limited tickets left. This year’s finalists were selected based on a quantitative assessment by Rice Warner upon which the selection committee placed relative weights. Here is a mini-profile of every organisation and person that made the shortlist. Richard Brandweiner CFA moved from […]
Investment Strategy

Default fund of the year shortlist announced

Shortlists for the Conexus Financial Superannuation Awards have been released. The funds recognised as having the best MySuper defaults, the best member engaged services, the best pension funds and those that have created the most far reaching innovation in the past year have all been named in advance of the awards ceremony at the Ivy […]
Investment Strategy

Sunsuper boosts appeal to national employers

Sunsuper is using its new referral program with the Financial Planning Association of Australia (FPA) to lure national employers based in Melbourne and Sydney. The program sees it retain its in-house team of advisers in Queensland and Sydney and add direct relationships with adviser practices nationwide which share the fund’s philosophy of always acting in […]

Mercer to launch pooled self-annuitisation product

Mercer is to launch a group self-annuitisation product into the Australian market next week. The full details have not yet been disclosed, but those close to its inception have described it as a game-changing product with two prominent funds linked to it. What is known is that Mercer will pool retirees in an investment strategy […]
Investment Strategy

Evolution at Vanguard, Plum and IFM

Vanguard has announced that Greg Davis, principal and head of bond indexing in Vanguard’s fixed income group, will assume the chief investment officer role for the Asia Pacific region in 2013. Davis, who has been with Vanguard for 13 years, currently has responsibility for managing in excess of US$240 billion in bond index portfolios. He […]