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Showing 1961 - 1970 of 7871 results for "Board"

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... holistic yet detailed advice and can build client trust better than male counterparts. The survey commissioned by the CFP Board of Standards found that female CFPs are more invested in the financial planning process, meaning they are detail oriented ...

BetaShares hires from Class

ANNABELLE DICKSON  |  FRIDAY, 14 MAY 2021
... spent time at Macquarie in the UK as director of wealth management strategy for banking and financial services and was a board director of both Macquarie UK Self Invested Personal Pension Trustee and Custodian Entities. "I am delighted to join such a ...

Deborah Ralston joins Household Capital

JAMIE WILLIAMSON  |  THURSDAY, 13 MAY 2021
Household Capital has appointed the retirement expert to chair its advisory board. Effective this month, Deborah Ralston will lead the retirement funding provider's advisory board, replacing Jack Diamond. Sitting alongside her on the board is Peter ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... advisers and early users. It will raise funds in another round in about 12 months' time. Advice Revolution's advisory board consists of Innovating Advice founder Kate Holmes and CloudWave chief operating officer Hugh Bickerstaff.

BetaShares appoints chief financial officer

KANIKA SOOD  |  WEDNESDAY, 12 MAY 2021
... BetaShares has since hired for the high-net-worth channel, opened a New Zealand office, and added Blake Grossman to its board.

What instos want from managers

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 MAY 2021
The latest Morrow Sodali institutional investor survey has revealed what some of the largest institutional investors in the world want from fund managers and companies. The survey asked 40 institutional investors, representing US $29 trillion in assets ...

UK lender targets SMSFs in Australia

ELIZABETH MCARTHUR  |  TUESDAY, 11 MAY 2021
A UK marketplace lender is launching in Australia, targeting wholesale investors and self-managed super funds. CrowdProperty has launched in Australia under chief executive David Ingram. It matches investors with developers of small to medium-sized ...

Former Westpac chief executive in new role

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... brightest minds to unlock opportunities for our clients," Sayers founder and executive chairman Luke Sayers said. "Bringing on board an executive of the calibre of Brian is a real coup for Sayers and our clients, and we look forward to working with him." ...

Pendal to acquire US firm, profit climbs

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
... diversification benefits for Pendal across investment capability, asset classes, geographies and distribution channels. The board believes that this acquisition will accelerate shareholder returns and strengthen diversity of earnings." Pendal will fund ...

Canadian pension giant, real estate manager in JV

JAMIE WILLIAMSON  |  FRIDAY, 7 MAY 2021
... investment firm to develop a logistics portfolio valued at close to $2 billion. Together, the Public Sector Pension Investment Board (PSP Investments) and Bridge Industrial will acquire properties and develop last-mile logistics assets in Greater London ...