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Showing 991 - 1000 of 10887 results for "SHE"

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... of global wealth solutions at the private equity giant. Reporting to the local head of KKR client solutions Nicholas Hyde, she will be covering the local wealth market and selling KKR's alternative investments. "I'll also be working closely with ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... related party of its gets a benefit from, it needs to really show that it's prioritising the client's best interests," she told the annual AFCA Forum last week. AFCA typically uses Regulatory Guide 175 Licensing: Financial product advisers-Conduct ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... or a home renovation. Or how they budget for the retirement phase, understanding when they can be spending more or less," she said. Advice Essentials Plus charges a set fee of $990 that covers one financial plan or Statement of Advice (SoA). For the ...

AMP hires growth lead for super, investments

JAMIE WILLIAMSON  |  FRIDAY, 25 OCT 2024
... funds under management, contributing to the scale and growth of both the AMP Super and AMP Investments businesses," AMP said. "She will also ensure AMP continues to deliver exceptional customer solutions and innovative digital experiences." Slapp joins ...

ClearView announces executive changes

MATTHEW WAI  |  FRIDAY, 25 OCT 2024
... from Suncorp Group as general counsel and company secretary and leads ClearView's legal and risk and compliance functions. She is responsible for corporate affairs and regulatory engagement, ClearView said. ClearView managing director Nadine Gooderick ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... these relationships on more of an ad-hoc basis since they don't usually require frequent follow-ups," Morris said. Evidently, she cited data that about 70% of adult children from older clients won't stick with their parents' advisers. "I think we really ...

HMC Capital makes $2bn acquisition

ELIZA BAVIN  |  THURSDAY, 24 OCT 2024
HMC Capital has announced it will establish a global digital infrastructure platform comprising the global DigiCo Infrastructure REIT, intended to be listed on the ASX alongside a new unlisted institutional fund. HMC will acquire Global Switch Australia ...

Down but not out: Busting defined benefit myths

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... burden onto insurance companies, offloading their responsibilities without addressing the underlying complexities. However, she clarified that this shift is not just about passing the risk but enhancing the sustainability of these long-term obligations. ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
The controversial $370 billion pact between the US, Australia, and the UK, or 'AUKUS', is being sold as a boon for the economy and nation-building exercise that will amplify defence capabilities and strengthen regional security. But is it all ...

Citi Australia snags J.P. Morgan executive

MATTHEW WAI  |  WEDNESDAY, 23 OCT 2024
... officer and head of corporate credit risk. McAlpine has over two decades of experience in risk management and corporate banking. She enjoyed a 20-year stint at J.P. Morgan, where she was posted as the relationship executive in corporate client banking ...