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Showing 1421 - 1430 of 8589 results for "SIM"

Citi awarded custody mandate by Mason Stevens

ANDREW MCKEAN  |  MONDAY, 1 MAY 2023
Citi Securities Services has been awarded a custody and integrated execution services mandate by wealth platform Mason Stevens. As Mason Stevens looks to deliver "premium" wealth management solutions, Citi Australia and New Zealand's head of securities ...

Australian Retirement Trust names risk heads

ELIZABETH FRY  |  MONDAY, 1 MAY 2023
Australian Retirement Trust has promoted two people to more senior roles within the risk function. The $240 billion super fund has promoted Nick Horn to head of investment risk and Bridget Piggott to head of risk. Horn will report to Anne Browne as ...

ClearView appoints chief executive

CASSANDRA BALDINI  |  MONDAY, 1 MAY 2023
The financial services group has appointed Nadine Gooderick to the role, with current managing director Simon Swanson set to retire after a 12-year tenure. Swanson will step down at the end of June, at which time Gooderick, currently the firm's ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
The recent collapses of local financial advice startups Creativemass and TIQK indicate that the freewheeling days of venture capital funding is drawing to an end. Creativemass, a financial services software provider used by the likes of AMP and Bombora ...

Hostplus, IFS adopt 'mass-personalised' advice tool

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2023
Iress is rolling out a new tool providing simple, digital financial advice, with Hostplus and Industry Fund Services the first to take it up. The SuperSmart tool combines digital advice with member education, personalised via registry data, including ...

ASIC updates breach reporting guidelines

KARREN VERGARA  |  FRIDAY, 28 APR 2023
ASIC has updated breach reporting procedures in the hope that it can help reduce regulatory burdens for financial advisers. The corporate watchdog detailed several changes to Regulatory Guide 78 Breach reporting by AFS licensees and credit licensees ...

Aware retires VicSuper brand, expands investment menu

ANDREW MCKEAN  |  FRIDAY, 28 APR 2023
As VicSuper members migrate to Aware Super on May 11, a wider range of investment options will be made available to them. Aware Super will finally retire the VicSuper brand next month, just shy of its 30 th birthday. The brand was retained in the merger ...

High returns flow from water rights

CHLOE WALKER  |  THURSDAY, 27 APR 2023
As La Niña dries up, local water entitlement deals are flowing in. The esoteric asset, held mainly by irrigators, is seldom known by the investing public, however after three consecutive years of heavy rainfall, many say there's never been a better ...

Lincoln International, Miles Advisory enter strategic partnership

CHLOE WALKER  |  THURSDAY, 27 APR 2023
The collaborative agreement between the Chicago-based investment bank and Sydney's Miles Advisory Partners aims to deliver an enhanced experience to their respective clients. The two said the agreement creates incremental industry expertise, geographic ...

Citi names local chief executive

CHLOE WALKER  |  THURSDAY, 27 APR 2023
Citi has promoted interim country officer Mark Woodruff to the role of chief executive, Australia and head of Citi's Australia and New Zealand cluster. Woodruff, who has been with the bank for 20 years, has also previously served as head of markets ...