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Showing 1241 - 1250 of 2856 results for "Initiative"

Financial services giants launch ESG indices

KARREN VERGARA  |  MONDAY, 30 APR 2018
Two global financial services heavyweights have collaborated to launch a suite of environmental, social and governance (ESG) indices for institutional investors. J.P. Morgan and BlackRock have joined forces to create the J.P. Morgan ESG Index (JESG) ...

RC suggests separating platforms and advice licensees

ALEX BURKE  |  MONDAY, 30 APR 2018
... financial detriment as a result," Orr said. "It is unsurprising that a client would not leave a platform on his or her own initiative. The client has been invested in the platform on the advice of a financial adviser. Clients are unlikely to be comparing ...

Praemium appoints managed accounts expert in new role

JAMIE WILLIAMSON  |  MONDAY, 23 APR 2018
Praemium has expanded its leadership team with a newly-created role, recruiting from a competitor. Praemium will welcome Steve Thomas in May, taking on the new position of manager of self-invested and international solutions. Thomas joins Praemium from ...

Blue Sky MD resigns

ALEX BURKE  |  MONDAY, 23 APR 2018
Blue Sky's managing director, who took over from founder Mark Sowerby in August 2016, is resigning from the company to help "rebuild market confidence." Robert Shand presided over Blue Sky during a difficult period, where US hedge fund Glaucus Research ...

One third of Aussies struggling financially

HARRISON WORLEY  |  FRIDAY, 20 APR 2018
A study into financial wellbeing of Australians has found that almost a quarter of the population is just getting by, while a further 13% struggle to meet day-to-day financial commitments. The ANZ Financial Wellbeing survey shows more than a third of ...

HUB24 expands distribution team

KANIKA SOOD  |  FRIDAY, 20 APR 2018
HUB24 has created two distribution roles, appointing two former Colonial First State executives. Joining HUB24's distribution team is Shane Muscat, formerly CFS head of institutional sales. Muscat takes on the newly-created role of HUB24's head of strategic ...

Industry welcomes final Better Banking report

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
The final report of a two year reform program has outlined the progress made by Australia's banks in implementing the Better Banking Reforms Program. Handing down the report, independent governance expert Ian McPhee said commitment to the package of ...

New chair, deputy chair for industry fund

JAMIE WILLIAMSON  |  WEDNESDAY, 18 APR 2018
A $13 billion industry superannuation fund is welcoming a new chair and deputy chair. Cate Wood has stepped down as chair of CareSuper, with deputy chair Terence Wetherall promoted to lead the board, having served as an employer director since 2015. ...

WHSP appoints new chief financial officer

KANIKA SOOD  |  MONDAY, 16 APR 2018
Washington H. Soul Pattinson and Company has appointed a new chief financial officer after the incumbent resigned from the position. The post will be filled by David Grbin, who most recently was the CFO of Grays eCommerce. Grbin has worked in various ...

Tradies test predictive underwriting

KARREN VERGARA  |  FRIDAY, 13 APR 2018
ANZ Wealth's new artificial intelligence-powered underwriting capability has completed a successful test phase with a group of tradespeople. From next week plumbers, carpenters, electricians and builders aged between 20 and 40-years-old can access the ...