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Showing 1271 - 1280 of 13239 results for "Adviser"

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
JANA Investment Advisers has appointed a head of investments, investment trusts, and a head of diversified portfolios, investment trusts. Claire Simpson will take on the role of head of investments, investment trusts and David Schnell is now head of ...

Suncorp sells NZ life business to Resolution Life

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
Resolution Life has acquired Asteron Life New Zealand for NZ$410 million. Resolution Life will buy the business from Suncorp Group. In doing so, it will become the second largest life insurer in New Zealand, with about 165 employees and a network of ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
... at a time when the business is gaining momentum and investing in tech transformation and simplification to enhance the adviser and investor experience." Since Vincent's departure, Kathryn Cosentino has been acting in the role. She will now revert to ...

Perennial renews contract with SS&C

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
Perennial Partners has reappointed SS&C Technologies Holdings as its unit registry services provider. The fund manager is sticking with SS&C Global Investor and Distribution Solutions (GIDS), which will provide unit registry services for its exchange-traded ...

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
A former financial adviser has been charged with 12 counts of dishonest conduct for falsifying clients' documents to access their superannuation accounts. The Downing Centre Local Court yesterday slapped the charges on David Mario Valvo while running ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... with. That third-party endorsement really adds weight to the decision-making process," he said. "One particular Count adviser told us they had nothing negative to say about Count and joining was the best move they ever made, making our decision a lot ...

Wealth firm gears up to change administrator

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... product overhead and streamlines administration; all operating under the same infrastructure," he said. Predominantly an adviser-driven platform, he adds that it's crucial that the advantages for members extend to advisers, offering an interface ...

Mercer Super recruits growth lead

ELIZABETH FRY  |  TUESDAY, 2 APR 2024
A senior J.P. Morgan sales executive and relationship manager has joined Mercer Super Trust as its growth lead. In the new role, Stuart Raynes will support the super fund's growing corporate super and clients business. "Stuart's appointment ...

CSLR kicks off, 2k await compensation

KARREN VERGARA  |  TUESDAY, 2 APR 2024
The Compensation Scheme of Last Resort (CSLR) today opened its doors, ready to compensate about 2000 claimants who have long waited for redress. Inaugural CSLR chief executive David Berry told a media briefing: "We look forward to supporting a number ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... advice and that the trustee was responsible for all investment decisions," Sidoti said. This is on top of the financial adviser relying on wholesale certificates provided by the complainant's accountant, which stated the trustee had more than $2.5 ...