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Showing 1601 - 1610 of 11704 results for "Make"

Dealer group adopts profit-for-purpose model

CHLOE WALKER  |  THURSDAY, 29 JUN 2023
... one that has been embraced by our network." Coloretti said Spark Financial Group is "determined to stand for something and make a real, tangible difference to the lives of people who have a low level of financial literacy or little access to financial ...

Super funds embrace offshore investment, internal teams

ANDREW MCKEAN  |  WEDNESDAY, 28 JUN 2023
JPMorgan's ' The Future of Superannuation ' report highlights how Australia's largest super funds are leveraging their scale to invest offshore and bolster their internal investment capabilities. This strategic shift is particularly ...

Family office manager names first chief executive

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
Alvia Asset Partners has welcomed its very first chief executive in Nathan Robertson, as it implements a growth initiative aimed at servicing other areas of the industry. Robertson brings over two decades of experience in financial services, most recently ...

NGS, Minderoo back Adamantem fund

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2023
... capital and abatement, as well as the circular economy - Lonergan said Adamantem's approach to sustainability will see the EOF make positive impact to company growth and emissions reduction. The CEFC has previously made an $80 million investment in the ...

Ontario Teachers' appoints head of APAC

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... experience, exceptional knowledge of the APAC region and the strong relationships has cultivated both inside and outside the Plan make him a natural choice for this expanded role," he said. The Canadian pension fund has more than 85 employees in the ...

Jones lifts adviser levy freeze, updates funding model

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
The federal government will lift the financial adviser levy freeze as it unveils recommendations that make minor changes to the industry funding model following a review. Assistant treasurer and minister for financial services Stephen Jones yesterday ...

Anti-hawking laws could dampen super fund advice: Academic

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
... trustee can call a member "with information about different retirement income products, provided that the trustee does not make an offer, request or invitation to the member." Asher points out that there is a fine line between informing a member about ...

ASIC permanently bans former financial adviser

CASSANDRA BALDINI  |  TUESDAY, 27 JUN 2023
... Wertheimer has been banned by the regulator after he was convicted of using the Netwealth platform to access client accounts and make unauthorised transactions. In May 2020, Wertheimer made 48 unauthorised transactions on the trading accounts of 36 clients ...

TelstraSuper introduces new option, drops premiums

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2023
... these two options into a single Moderate investment option is designed to simplify the investment menu available and help make it easier for members to tailor their strategy," TelstraSuper said. Meanwhile, the fund is also renaming its Fixed Interest ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... portfolio components. "Thus, while GPT-4 does well in matching investor profiles to specific portfolios, it will likely not make the entire financial advisory process redundant in the near future. Instead, it may be used as a back-office solution by ...