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Showing 161 - 170 of 225 results for "Strategic Plan"

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
AZ Next Generation Advisory has acquired a Brisbane advice group which manages $130 million in client funds. Logiro Uncharted was established by Stephen Bell, Lyn Bell and Chris Shiels in 2007. It provides advice on wealth accumulation, retirement planning ...

New board members at CareSuper

DARREN SNYDER  |  WEDNESDAY, 6 JUL 2016
Industry superannuation fund CareSuper recently appointed two new member directors to its board. Joining the CareSuper board in 2016 are Michelle Gardiner and Greg McLean, each commencing their terms in February and May respectively. Gardiner is a founder ...

CalPERS appoints interim CEO

DARREN SNYDER  |  TUESDAY, 21 JUN 2016
The California Public Employees' Retirement System (CalPERS) has appointed an interim chief executive as it continues the search for a new leader. Stepping in to the interim chief executive role is CalPERS' deputy executive officer for operations and ...

JBWere and Moelis forge new research and distribution alliance

WHITNEY FITZSIMMONS  |  FRIDAY, 15 APR 2016
... equity research and access to our pipeline of Equity Capital Market transactions." The alliance is part of JBWere's strategic plan to diversify its research and distribution arrangements.

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
AZ Next Generation Advisory has acquired a Sydney-based Fortnum-aligned advice group. Priority Advice Group (PAG), located in Chatswood, was founded in 1987 by Russel Marx and Alan Krowitz. Its leadership team, including managing director Larry Fingleson ...

State Street acquires GE Asset Management

KERRIE SYDEE  |  THURSDAY, 31 MAR 2016
... said that the transaction reflected GEAM's strong cultural alignment with SSGA and would help accelerate SSGA's strategic plan to extend its capabilities in a number of key areas for clients. Commenting on the acquisition Ron O'Hanley, president and ...

Pan-Tribal appoints head of business operations

ALEX BURKE  |  WEDNESDAY, 24 FEB 2016
Pan-Tribal Asset Management has appointed a new head of business operations and strategic planning. Prior to Pan-Tribal, Sarah Angliss was a senior investment analyst at UniSuper. She has also held roles at UBS Global Asset Management and Colonial First ...

KPMG boosts wealth management with industry fund veterans

ALEX BURKE  |  FRIDAY, 19 FEB 2016
KPMG has hired two directors for its wealth management and superannuation advisory business, both having held senior roles in the industry fund sector. David Bardsley joins KPMG from AustralianSuper, where he headed up the super fund's investment program. ...

Survey reveals super fund strategic priorities

MARK SMITH  |  FRIDAY, 12 FEB 2016
Post retirement products, member engagement and digital strategy remain top of superannuation funds' three-year strategic plans but new concerns are also being brought to the boardroom, according to a joint survey of fund chief executives by ASFA and ...

TH Real Estate appoints head of research

DARREN SNYDER  |  THURSDAY, 3 DEC 2015
TH Real Estate is continuing to grow its team in Asia-Pacific with the appointment of a new head of research based in the Singapore office. Joining TH Real Estate is Harry Y. Tan, who was previously head of research at Grosvenor Limited for eight years. ...