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Showing 101 - 110 of 545 results for "Foster"

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
Evalesco Financial Services and Principal Edge Financial Services have announced a strategic merger. Evalesco chief executive Jeff Thurecht will lead the combined business as chief executive, alongside director Marshall Brentnall and general manager ...

ClearView announces executive changes

MATTHEW WAI  |  FRIDAY, 25 OCT 2024
ClearView Wealth has announced three executive appointments, choosing to hire from within the company. ClearView welcomed Judilyn Beaumont to the role of chief risk officer while continuing her role as general counsel. Beaumont joined the company in ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... the outset of the relationship. The report also highlighted the importance of demonstrating value and building trust to foster "quality advice relationships." Pivot Wealth founder and adviser Ben Nash said demonstrating return on investment (ROI) and ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Services; and Samantha Greene, Greene Financial won $2000 grants to attend FAAA Congress. The ReCALIbrate program helps foster diversity across the life insurance industry to ensure it is representative of the community it serves and that it provides ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Super funds fail to meet millennial members' expectations: ASIC roundtable

ANDREW MCKEAN  |  MONDAY, 2 SEP 2024
... "significant transparency gap." Panellists discussed the need to improve access to information and tools, such as calculators, to foster goal setting, noting that while some funds provide these services, they're often difficult to find or not readily ...

Financial Standard nominated for Publication of the Year

STAFF WRITER  |  WEDNESDAY, 28 AUG 2024
Financial Standard is proud to be a finalist in the inaugural Impact Awards, nominated for Financial Services Publication of the Year. Established by Activam Group, the Impact Awards aim to "highlight those who make a meaningful difference by encouraging ...

Principal AM hires from BlackRock

ELIZA BAVIN  |  MONDAY, 19 AUG 2024
Principal Asset Management appointed Stuart Dunn as director of distribution for Australia, effective August 12. Principal said the decision was aimed at building on the firm's footprint in the institutional market while accelerating its growth ...

State Street receives Shariah-compliant certificate

MATTHEW WAI  |  FRIDAY, 16 AUG 2024
State Street Corporation now offers Shariah-compliant global custody and fund administration services. The announcement follows the company attaining a Shariah-compliant certificate from Amanie Advisors, a Shariah advisory firm. The Islamic finance ...

Global X names head of portfolio management

ELIZA BAVIN  |  THURSDAY, 15 AUG 2024
Global X ETFs has appointed Chris Wolak as head of portfolio management, commencing in October. Wolak will oversee the company's ETF product line-up across equities, fixed income, commodities, and digital assets, which represents over $7.6 billion ...