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| | | TAL Australia has announced an in-house promotion to lead its team of product, investment and operational specialists. Shaun Bransdon has stepped into the role of general manager, retirement and wealth, a position that he will further develop and deliver ... |
| | | | ... over time, relying on the team's collaborative approach and willingness to lean on external strategic investment partners for input," Morningstar said. "Pearce continues to be a major influence on asset allocation and thematic ideas, but the promotion ... |
| | | | Equity Trustees (EQT) will serve as responsible entity for two recently launched vehicles. EQT has been handed RE mandates for the FIIG Monthly Income Fund and the Nanuk New World Fund (Currency Hedged) Active ETF. EQT executive general manager, corporate ... |
| | | | ... wealth market and selling KKR's alternative investments. "I'll also be working closely with our distribution partners Channel Capital and Seed Partnerships as we continue to bring KKR's innovative solutions to the private wealth market," ... |
| | | | Digital investor communication platform Proxymity and MUFG Pension & Market Services have announced the expansion of their partnership to Australia. The partnership means that clients of MUFG Corporate Markets, a division of MUFG Pension & Market Services ... |
| | | | ... he ran client management. Before that, he served as the senior institutional business development manager at Fidante Partners. Previously, he spent 12 years at Challenger, which bought a minority stake in Ardea in 2021 through Fidante. Gordon also worked ... |
| | | | ... comprises Advice Essentials and Comprehensive Advice. Advice Essentials Plus extends the advice to members and their partners who do not have to be a member of the fund. Members are provided advice on retirement planning needs related to Cbus products ... |
| | | | AMP will soon have a director for growth and customer solutions join its super and investments leadership team, hiring a former BT head of product. Julie Slapp will join the business on November 25 in the newly created role, tasked with developing and ... |
| | | | ... which also accounted for much of the growth seen in AUMA, alongside positive market moves. Meanwhile, it's Insurance Partners business also saw net outflows of $2.15 billion (£1.1bn). Listed on the London Stock Exchange, at the close on Wednesday abrdn's ... |
| | | | ... registered with a new AFSL during the period. The five AFSLs that attracted the most advisers are Alliance Wealth, Shaw & Partners, Interprac, RI Advice, and Morgans Financial. Registered advisers operating via a superannuation fund-owned AFSL fell 6.1% ... |
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