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| | | ... sustainability positioning while also helping deliver the firm's broader priorities, including client-led initiatives and solutions for current and future clients. Jaramillo joined Fidelity in August 2021. Before that, she was a senior responsible ... |
| | | | ... "As a LIC, we can retain profits and build reserves, enabling smooth, regular dividend payments across market cycles. Solutions that can deliver consistent, regular franked income without sacrificing long-term capital growth have a critical role to play ... |
| | | | ... and retirement planning, estate planning and administration, portfolio structure and tax management, and home-lending solutions. With Raff retiring in mid-2011, Josh Pope joined Asset Partners in 2012 as a principal. Asset Partners operates a fee-for-service ... |
| | | | ... parent company will operate sub-brands that include Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions. Ironbark Advice encompasses businesses like Invest Blue, JSA Group, CBS Financial, Ironbark Private Wealth includes Avanti ... |
| | | | ... (IMA) offering but will provide non-exclusive separately managed accounts (SMA) and managed discretionary accounts (MDA) solutions and continue to manage certain client portfolios directly where this structure is appropriate. It will support the transaction ... |
| | | | ... "Uniting two of Australia's foremost retirement experts helps us keep costs low and deliver market leading retirement solutions and investment performance. Together, we will set a new benchmark in retirement outcomes for our members." The merger process ... |
| | | | ... nabWealth. Lidbury's appointment comes five months after David Wright joined Pinnacle as its first head of client solutions. Wright, a co-founder of Zenith Investment Partners, is tasked with supporting Pinnacle's global growth initiatives and ... |
| | | | ... of 10.8%, 11% and 10.9% respectively. Separately, Melissa Gill has started a new position with AMP's retirement solutions team as a senior product lead. Gil joins from DASH, where she served as product manager for software and digital advice for ... |
| | | | ... reflects Generation Life's continued investment in growing its distribution footprint and supporting advisers with solutions such as investment bonds and retirement products," he added. Rozis brings close to a decade of experience in funds management ... |
| | | | ... markets. Rory's client-first approach aligns well with sophisticated advisers who are demanding differentiated, quality solutions." "Our recently announced strategic partnership with ClariVest Asset Management to bring a new global small companies ... |
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