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Showing 121 - 130 of 705 results for "Neil"

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
... PhD candidate Jorik van Zanden, Shula Public Relations and Policy founder Darren Phillip, and, Mercer Canada wealth leader Neil Lloyd. In the discussion wrap-up, JM3 Projects principal John Mitchem said target date funds' glide paths have dominated ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... the face of market movements and volatility. Russell Investments head of adviser and intermediary solutions in Australia Neil Rogan said: "We believe that being in an asset allocation that is appropriate to an individual's personal needs, as identified ...

Fortnum expands engagement, growth team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
... positions at ANZ Wealth, BT Financial Group, and the Commonwealth Bank. Fortnum's group chief executive and managing director Neil Younger said the group is focused on working closely with advisers to build strong, thriving businesses. "The needs and ...

Aware Super appoints new chair

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
Neil Cochrane will step down as chair of Aware Super, with the fund naming a new addition to its board as chair. It caps three consecutive terms as chair for Cochrane, which is the maximum allowed. He was appointed chair of First State Super in 2014 ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
New research has measured the progress made towards achieving recognised professional status within the Australian financial advice sector. An academic article authored by financial adviser and researcher Ben Neilson noted that advisers have recently ...

UK regulator flags big redress bill likely for Link

JAMIE WILLIAMSON  |  WEDNESDAY, 14 SEP 2022
... might be required to make following the mismanagement of the Woodford fund. In June 2019, after years of underperformance, Neil Woodford issued an apology to investors via YouTube whose money was frozen as a result of liquidity issues. The liquidity ...

Aware Super director wins Trustee of the Year

CHLOE WALKER  |  TUESDAY, 6 SEP 2022
... culture and capability are critical enablers of its strategy." Aware's independent director and chairman of the board Neil Cochrane added: "Roslyn has always been willing to step up to do any additional roles that I'd requested her to do. "She ...

Platinum remains positive despite net profit loss

CHLOE WALKER  |  FRIDAY, 26 AUG 2022
While the asset manager realised an 8.6% loss in funds under management for the year to June 30 and will soon farewell Kerr Neilson, the firm's outlook is positive. Platinum saw a 38% net profit after tax loss, down to $101 million. The profit slide ...

Barrenjoey joins forces with Kiwi broker

CHLOE WALKER  |  WEDNESDAY, 3 AUG 2022
... Zealand markets. Their complementary values and staff ownership strongly aligns with our own." Forsyth Barr managing director Neil Paviour-Smith said: "Our senior teams have built strong working relationships, and we're excited to be formalising these ...

PSP Investments names new chief

JAMIE WILLIAMSON  |  FRIDAY, 22 JUL 2022
... Orida has been selected as PSP Investments' next president and chief executive. Effective September 1, Orida will replace Neil Cunningham who will transition to vice chair and special advisor to Orida. He then plans to retire on 31 March 2023. Orida ...