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Showing 1151 - 1160 of 3815 results for "Partnership"

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months. Earlier this year BT conducted a three-part webinar series on social media, with the majority of advisers in attendance using ...

Aura, Montgomery ink distribution deal

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... fund, which currently has about $91 million in funds under management. "We are excited to commence the distribution partnership with Montgomery. We have spent a considerable amount of time with the team and are impressed with the client relationships ...

AIST adds to executive leadership

CHLOE WALKER  |  TUESDAY, 3 MAY 2022
The former regional head for AustralianSuper in the UK has joined the Australian Institute of Superannuation Trustees as general manager, memberships and partnerships. Trish Curry has been appointed to the role. Curry brings 25 years of superannuation ...

Australian Retirement Trust confirms new HQ

CHLOE WALKER  |  TUESDAY, 3 MAY 2022
... connection. Charter Hall managing director and group chief executive David Harrison said: "We are pleased to extend our partnership with out valued tenant customer, Australian Retirement Trust, to provide a value-add solution at Brisbane Square." "We ...

Investors Mutual retail head departs

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... passion for investing that was a privilege to witness and learn from firsthand over such a long period of time, this partnership really underpinned my loyalty to IML for such a long time." He added that he will be taking a break for several months but ...

Australian Ethical hands down tech mandate

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... members' online statements and client portals. "We are delighted to be working with Australian Ethical and take this partnership as a nod to both our modelling prowess as well as our solutions-based approach," DASH chief executive Andrew Whelan said. ...

Investor confidence drops in April: State Street

CHLOE WALKER  |  FRIDAY, 29 APR 2022
... index has decreased to 92.9, down 6.6 points from March's revised reading of 99.5. The index, which was developed in partnership with FDO Partners, measures investor confidence or risk appetite quantitatively by analysing the actual buying and selling ...

Maritime Super slapped with infringement

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 APR 2022
... Hostplus, has been hit with an infringement notice by ASIC over alleged misleading statements to members about its partnership with Hostplus. In a significant event notification and a newsletter sent to members between March and June 2021, Maritime Super ...

Fitzpatricks expands QLD presence

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
... network. "We are pleased to welcome Rothgard to the Fitzpatricks Private Wealth community of Lead Advisers. Genuine partnership begins with shared values and purpose. Our partnership with Rothgard's like-minded advice principals bolsters a shared ...

Gordon Brothers receives financing from CPP Investments

ELIZABETH MCARTHUR  |  FRIDAY, 22 APR 2022
... originations in 2021. "This new investment marks an important milestone in Gordon Brothers' evolution and builds on our partnership with Stone Point Capital," Gordon Brothers chief executive Ken Frieze said. "We look forward to welcoming CPP Investments ...