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Showing 111 - 120 of 2797 results for "Analysis"

Activist investor hires distribution lead

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... last year, Dorney served as executive director at MSCI, a director at asset manager BlackRock and worked with the credit analysis and relationship management team at Westpac. As a specialist activist investor, Sandon Capital regularly engages with company ...

APRA expects 'no cutting corners' with CPS230

KARREN VERGARA  |  TUESDAY, 1 JUL 2025
... financial institutions (SFI) takes effect today, non-SFIs have another 12 months to meet the business continuity and scenario analysis. By October 1, SFIs must provide APRA their material service provider register (MSP). Linda Elkins, KPMG Australia's ...

Super moves: PE exec quits Future Fund for ART

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... Patrick Jodas was appointed chief financial officer at Brighter Super overseeing finance, tax, financial planning and analysis, corporate strategy, and investment operations. Jodas brings over 25 years of experience in banking, financial services, and ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... McLean has 24 years of experience, including a decade at Fidelity in roles spanning portfolio management, research and analysis. He has also worked at AMP Capital, Three Pillars, DVA, Bell Potter and Macquarie. Meanwhile, Rebecca Hiscock-Croft has been ...

Super spending calls BFID compliance into question

JAMIE WILLIAMSON  |  TUESDAY, 24 JUN 2025
... objectives and expected outcomes for members, use of a committee for additional oversight, and standardised processes. Its analysis of expenditure management frameworks found several that were "sub-optimal." APRA observed overreliance on policies that ...

ASIC calls on AFS licensees to 'step up'

ELIZA BAVIN  |  TUESDAY, 24 JUN 2025
... role in preventing and detecting share sale fraud, both individually and collectively. "In the last four years, ASIC analysis has identified a seven-fold increase in the number of share sale fraud reports made by market intermediaries," ASIC commissioner ...

ESSSuper, UniSuper spearhead member satisfaction

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... from 66% to 68%, with retail funds closing the gap, though industry fund members remained more satisfied on average, the analysis found. "These results confirm that service-led strategies are paying off. Funds that prioritise clear, consistent, and human-led ...

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... alpha strategies team. He initially worked as an associate for Mercer Investment Consulting, specialising in investment analysis and advice. Meanwhile, also leaving is senior portfolio manager Andrew Morgan, who oversaw multi-asset class portfolios while ...

Increased local, international demand drives practice valuations

MATTHEW WAI  |  WEDNESDAY, 18 JUN 2025
The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows. According to the annual Radar Results Price Guide, there has been a notable increase in price multiples for practices, rising between ...

Pacific workers face barriers to claiming super: University

ANDREW MCKEAN  |  TUESDAY, 17 JUN 2025
... superannuation to be paid directly into workers' home country super funds during their employment or as part of their wages. Their analysis suggested that direct payments to home country funds as the most practical solution, though recent visits to PALM ...