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Showing 1701 - 1710 of 5486 results for "Expand"

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ...

Super fund chair outlines future strategy

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
Catholic Super and Equipsuper's Danny Casey has told Financial Standard of the funds' increased commitment to ESG and plans to double membership, as he settles into the role of chair. Speaking with Financial Standard just weeks after taking ...

Vale Murray Wyatt

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
... business advisory. "Murray's ability to think strategically and develop strong working relationships enabled Morrows to expand and grow and provided opportunities to clients, Morrows directors and staff," Morrows said. This included overseeing the ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
Financial Planning Association of Australia chief executive Dante De Gori will step down at the end of the year. De Gori, who has served as chief executive since March 2016, has advised the FPA's board of his intention to leave. He has been with ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... amount. Wattle Partners has acquired Atchison Consultants after several years of looking for the right partner to help it expand. The consultancy firm's founder Ken Atchison will stay with the group for the next three years. Wattle Partners directors ...

New emerging markets ESG fund at Dimensional

JAMIE WILLIAMSON  |  FRIDAY, 23 JUL 2021
Dimensional's sustainability suite is being expanded with the introduction of a new emerging markets fund with an ESG filter. In what Dimensional says is one of the first of its kind in Australia, the fund manager has launched the Emerging Markets Sustainability ...

Pendal open to more acquisitions

KANIKA SOOD  |  FRIDAY, 23 JUL 2021
Pendal chief executive Nick Good says the firm is not ruling out future acquisitions, as it finalises its $414 million purchase of US value-oriented manager Thompson, Siegel and Walmsley. Pendal announced the 100% acquisition in May, paying about $414 ...

Praemium improves non-custodial solution

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
The platform has made changes to its artificial intelligence capabilities to improve the user experience of its $140 billion non-custodial Virtual Managed Account solution. Praemium has expanded machine learning which has been able to identify transactions ...

Boutique appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 21 JUL 2021
H.R.L. Morrison & Co has appointed a new chief executive as the incumbent prepares to step down after 13 years. Marko Bogoievski will be replaced by the firm's head of Australia and New Zealand Paul Newfield, effective 1 January 2022. Newfield is also ...

Aware Super hits $150bn, hires

ELIZABETH MCARTHUR  |  WEDNESDAY, 21 JUL 2021
... "As we grow, we are able to leverage our scale to drive down costs to members, maintain our record of top performance and expand the range of products, guidance, advice and education services that we can provide. Through our increased scale we are also ...