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Showing 31 - 40 of 3380 results for Jamie Williamson

Morningstar equities research lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
The long-serving head of equities research at Morningstar has reflected on six decades in financial services in a final analyst note. Peter Warnes has been with Morningstar since 2006, however his career began long before - nabbing a role with the Bank ...

Low investor demand sees equities funds wound up

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
An Australian equities fund from a global manager and an emerging markets equities offering from a local boutique will both be terminated. Both T. Rowe Price and Paradice Investment Management are shuttering funds, citing investors' best interests. ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
Insight Investment Consultants will now be known as Genium Investment Partners, as it expands its offering to include research ratings. The firm, which was founded in 2013, is rolling out the rebrand as it works to become a full-service research house ...

Realindex Investments marks 15 years with rebrand

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
Realindex Investments is rebranding to better position for long-term global growth. Going forward, the First Sentier Investors manager will be known as RQI Investors and have a new logo and visual identity. Chief executive Andrew Francis said the new ...

Annuities too expensive for most retirees: Research

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
Analysis shows an annuity that pays an income equivalent to the Age Pension would cost a retiree more than $500,000. In researching whether annuities could solve superannuation's need for better retirement income stream solutions, Rainmaker Information ...

UniSuper creates lead governance, compliance role

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
A key Morningstar executive is taking on the newly created role in May. Annika Bradley has been appointed senior manager, investment specialist (policy and advice) at UniSuper. She is currently director, manager research ratings for Asia Pacific at ...

Stage 3 tax cuts pass Senate

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2024
The government's amendments to the stage 3 tax cuts have been passed and will automatically take effect on July 1. The Albanese government said the amendments were made due to the cost of living crisis. Now, everyone will benefit from a tax cut ...

Vanguard Super hits $1bn, soft launches pension product

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2024
Vanguard Super has amassed $1 billion in funds under management in just over 12 months, while delivering the best-performing Lifecycle MySuper option of 2023 and quietly rolling out a retirement offering at half the cost of the incumbents'. Speaking ...

TelstraSuper sweetens parental leave policy

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2024
The superannuation fund is working to close the gender super gap among its employees, now paying the full-time Superannuation Guarantee to staff who return from parental leave on a part-time basis. As it stands, TelstraSuper offers 16 weeks' paid parental ...

Pay gaps at super funds, fund managers revealed

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2024
The median gender pay gap on base salaries across financial services is 23.6%, according to the Workplace Gender Equality Agency (WGEA), with individual employer pay gaps reported for the first time as part of the government's strategy to solve ...