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Showing 1051 - 1060 of 7222 results for "Record"

Income Asset Management buys credit fund

CHLOE WALKER  |  THURSDAY, 25 MAY 2023
... valued at about $70,000 pre annum. IAM said the opportunity brings a fully operational fund with a solid, two-year track record into the firm, rather than investing in an external fixed income specialist. "We will use this to continue to grow the recurring ...

Experience pathway could create two adviser tiers

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... not need to be consecutive between 1 January 2007 to 31 December 2021. The individual must also have a clean disciplinary record as at 31 December 2021, and not been banned or disqualified or given an undertaking. A relevant provider on the other hand ...

AFCA outlines systemic issues in wealth management

ANDREW MCKEAN  |  TUESDAY, 23 MAY 2023
The Australian Financial Complaints Authority (AFCA) has shed light on what it considers systemic shortcomings in the superannuation, investment, and financial advice industries. The AFCA Systemic Issues Insights report identified multiple instances ...

David Lane to leave Perpetual

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
... most recently led both intermediary and institutional sales teams in the US, Perpetual said. "Mickey has an exceptional record of driving inflows across key channels through varying market environments and will commence in June," Perpetual concluded. ...

Finfluencers bridge financial advice gap

KARREN VERGARA  |  THURSDAY, 18 MAY 2023
... content. We collaborate in a sense that one plus one becomes three. [Recently,] in our studio, we had Queenie, Victoria, and I record a combined episode for She's on the Money. Collaboration around events and content brings a greater variety; the more ...

Hostplus surpasses $100bn in FUM

CHLOE WALKER  |  WEDNESDAY, 17 MAY 2023
... and the loyalty and support of its long-term membership base. "As a truly national fund with an enviable investment track record over three, five, seven, 10, 15, and 20 years in our MySuper Balanced option, Hostplus is increasingly becoming the lifetime ...

Cbus eyes big deals in new investment blueprint

ANDREW MCKEAN  |  TUESDAY, 16 MAY 2023
... the fund's capacity in infrastructure and private equity. "Our private equity team, though modest in size, has a track record of success and we're keen on expanding our efforts in that sector. As for infrastructure, our well-established team has been ...

IFM Investors welcomes global head of client solutions

CHLOE WALKER  |  TUESDAY, 16 MAY 2023
... build on our strengths and continue to enhance our client value proposition." Nikulina added IFM's experience and track record in infrastructure investing has potentially never been more important for its clients as they navigate the current economic ...

Praemium names chief technology officer

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... implementing complex financial systems and delivering technology strategy to maximise business returns, Large has a proven track record in technology transformation, IT governance and operational efficiency. "His leadership will strengthen our in-house ...

AFCA appoints lead ombudsman, investments and advice

CHLOE WALKER  |  TUESDAY, 9 MAY 2023
After acting in the role for 16 months, Shail Singh has officially been appointed as the Australian Financial Complaints Authority's (AFCA's) lead ombudsman, investments and advice. Singh was appointed ombudsman when AFCA opened its doors in 2018, before ...