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Showing 181 - 183 of 183 results for "Powell"

Asgard adjusts benchmarks for SMAs

... the positioning and performance of the portfolios relative to industry funds and industry benchmarks," according to Dan Powell, Asgard director of distribution. Asgard has also added several new managers to the portfolios, including Investors Mutual ...

ASGARD launches fee discounts for family accounts

... also be linked. "The introduction of Family Discounts is another way ASGARD is reducing the cost of investing," said Dan Powell, director of distribution. "Combined with our fee rebate policy, whereby ASGARD rebates all negotiated fee discounts with ...

Sealcorp announces new moves to strengthen distribution

... further 220 using Securitor's dealer services. The group will manage close to $6 billion on behalf of 70,000 investors. Dan Powell, Director of Distribution, noted Securitor and Pact were developed initially to meet different market needs at different ...

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Australian Retirement Trust people chief to depart

ELIZABETH FRY

Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA

State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN

The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN

Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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Expert Feed

Paul Tynan

Chief Executive Officer

Connect Financial Service Brokers

Why advisers should consider offering general insurance to HNW clients

I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.

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David Carney

Director

Aspect Partners Pty Ltd

The role of AI in financial planning: Insights from the US

Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...

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Prue Cheeseman

Personal Wealth Manager

HLB Mann Judd Wealth Management (NSW)

Considerations when nominating a charity for your super upon death

There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.

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Paul Miron

Managing Director

Msquared Capital

The end of free money

With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...

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Jason Huljich

JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED

A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.

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