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Showing 1071 - 1080 of 5663 results for "Solutions"

Government to amend transfer balance cap laws

ANDREW MCKEAN  |  FRIDAY, 27 OCT 2023
... affecting their transfer balance cap. Notably, the amendments will apply retrospectively from 1 July 2017. Heffron SMSF Solutions managing director Meg Heffron told Financial Standard that the government's announcement was "very welcome news," adding ...

PGIM executive quits after less than two years

ELIZABETH FRY  |  FRIDAY, 27 OCT 2023
... to modernise our approach to most effectively serve our Australian clients' growing needs for cross-asset class solutions across the public and private markets." PGIM established its presence in Australia in 2011 and has 22 employees with domestic ...

Institutions must come to the table now: First Australians Capital

CASSANDRA BALDINI  |  FRIDAY, 27 OCT 2023
... opportunity. "They [institutions] have to understand that there's growth in the market, so there will be products and solutions around that," he said. On the point of raising capital, Prakash highlighted other alternative options such as angel investors ...

Russell Investments executes local leadership revamp

ANDREW MCKEAN  |  THURSDAY, 26 OCT 2023
... Based in Sydney, he will lead the charge in scaling Russell Investments' local operations, as demand for client-driven solutions surges in both institutional and retail sectors, according to a company statement. Meanwhile, Pete Gunning, a seasoned executive ...

EG grows private wealth strategy

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... Perpetual. Walt said Weingarth will play an integral role in further strengthening the presence of EG's private wealth solutions. "We are excited to build on the success of EG's private wealth and enhance our capabilities," Walt said. "With Mark's ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... Financial Services, as the latter sets in motion a plan to take on every major city. Merging with MEDIQ is Omega Financial Solutions and Omega Accounting Solutions, having signed a definitive agreement with the former's US owner Focus Financial. Omega ...

Magellan chief executive quits

CASSANDRA BALDINI  |  WEDNESDAY, 25 OCT 2023
... management business, defining a strategy to diversify the business and establishing new products and enhancing client solutions." "The board, in consultation with David, believe it is time to refocus leadership which will accelerate the progress made ...

Morningstar eyes super space with new hire

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
... and regulatory environment." Notably, Hoven's hire comes after the recent hire of US-based Paul Schutzman as head of solutions, institutional investors by Morningstar Inc. "Working with our international teams, Mark will be able to leverage our global ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... model portfolio," Quirk said. "The breadth and depth of CFS Edge will give advisers the ability to blend simple low-cost solutions with the most sophisticated investment options in a single account, allowing them to service different client segments ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
Insignia Financial's managed accounts solutions have grown by about 42% in the past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed ...