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Showing 1011 - 1020 of 3272 results for "Associate"

Tasplan changes asset allocation

ELIZA BAVIN  |  TUESDAY, 25 AUG 2020
Tasplan is changing its asset allocation for its Tasplan OnTrack - Maintain stage to increase the percentage invested in growth assets. For those invested, their asset allocation will automatically change to 60% growth and 40% defensive allocation from ...

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... serving as head of distribution for all three companies. In the past, he has also worked with Macquarie Group as an associate director, Salesforce as a strategic account executive, and iChit as a national sales director. Roar Software chief executive ...

ESG crisis returns overcooked: Research

KANIKA SOOD  |  MONDAY, 24 AUG 2020
ESG funds tallied up record inflows and touted better-than-market returns in the COVID-19 downturn but new academic research says there is no evidence that ESG scores contributed anything beyond traditional models. In ESG Didn't Immunize Stocks Against ...

Suncorp wealth business down

ELIZA BAVIN  |  FRIDAY, 21 AUG 2020
Suncorp has reported an 8% drop in funds under administration for its wealth business, as it posted a 6.8% fall in ongoing operations for FY20 as a result of COVID-19. Suncorp has been battered by extreme weather events, high reinsurance costs and low ...

ASIC takes action against BTFM, Asgard, StatePlus

JAMIE WILLIAMSON  |  THURSDAY, 20 AUG 2020
ASIC has commenced Federal Court proceedings against BT Funds Management and Asgard over fee-for-no-service conduct and making misleading representations in relation to the fees. It has also launched a similar case against StatePlus. ASIC alleges that ...

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
... multiple appearances on the Barron's list of top financial advisers. The duo is joined by Ryan Loehr, who worked as an associate adviser initially at Morgan Stanley with the two. The firm will use HNW-focussed platform provider Powerwrap for platform ...

Moelis adds to board

ALLY SELBY  |  WEDNESDAY, 19 AUG 2020
... currently its chief operating officer of investment banking. Prior to joining the asset manager, she worked with UBS as an associate director.

Sunsuper announces investment, insurance changes

ELIZA BAVIN  |  TUESDAY, 18 AUG 2020
Sunsuper is making a raft of changes to its investment fees and costs, transactional and operation costs and the definition of Total & Permanent Disability (TPD). Effective 1 July 2020, Sunsuper updated their fees and costs. Overall, the fees and costs ...

Tough year at Challenger

KANIKA SOOD  |  TUESDAY, 11 AUG 2020
Challenger this morning reported $416 million in statutory net loss for FY20, as its investments fell by $750 million during the COVID-19 pandemic. The -$416 million statutory NPAT is a stark contrast to previous years, where it reported $308 million ...

First Sentier bolsters board of directors

ALLY SELBY  |  THURSDAY, 6 AUG 2020
... NTAsian Discovery and Emerging Leaders Funds. Rippingall will be based in Hong Kong. Additionally, Rippingall is an associate member of the UK Society of Investment Professionals. Previously, she served as a portfolio manager at the Scottish Oriental ...