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Showing 201 - 210 of 1531 results for "Member of"

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
Kidmans Partners, a member of the Count network, has acquired Victorian accounting and financial advice firm Zanacorp for $2.1 million. Kidmans will pay 70% of the consideration for Elsternwick-based Zanacorp upon completion and the remainder will be ...

Insignia Financial overhauls operating model, executive team

JAMIE WILLIAMSON  |  THURSDAY, 11 JUL 2024
Just a day after denying it has engaged Citi to consider takeover offers, Insignia Financial has overhauled its entire operating model and executive lineup. Insignia Financial is moving away from its current functional operating model and introducing ...

Adviser permanently banned for faking qualifications

JAMIE WILLIAMSON  |  TUESDAY, 9 JUL 2024
... He first provided advice in 2018. According to the ASIC FAR, Vee did not meet his CPD requirements in 2022. He was a member of the Association of Financial Advisers, it shows. ASIC determined he was not fit and proper, nor adequately trained and competent ...

GAM launches alternative investments unit

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
... industry, having managed a range of alternative investment funds and managed accounts. From 2017 to 2023, Freeman was a member of the Investment Committee of SSVL Monaco, a Monaco based activist fund focused on small and mid-cap European companies. Prior ...

AMP snares retirement expert

ELIZABETH FRY  |  FRIDAY, 5 JUL 2024
... various roles within the organisation, including chair of the Superannuation Projection and Disclosure Sub-committee, member of the Superannuation and Investments Practice Committee, and member of the Data Analytic Working Group. For five years, Liu ...

DASH secures $20m investment from Bailador

ANDREW MCKEAN  |  MONDAY, 1 JUL 2024
... MetLife to create a new insurance solution, harnessing technology to simplify how insurance is offered and applied for by member of Equity Trustees' Super Simplifier product.

Goldman Sachs names new head of Australian equities

ANDREW MCKEAN  |  WEDNESDAY, 26 JUN 2024
... leadership to drive the strategy for expanding the client franchise in Australia and New Zealand. He will also become a member of the firm's Australia and New Zealand Operating Committee. Davis brings over 25 years of experience in financial services ...

Industry Super Australia names new chair

ELIZABETH FRY  |  WEDNESDAY, 19 JUN 2024
Industry Super Australia (ISA) has welcomed a top Hostplus executive as its new chair. Hostplus chief member officer Umberto Mecchi replaces Cath Bowtell, who was the acting chair. Prior to Bowtell, Peter Collins led the board after Greg Combet stepped ...

AustralianSuper bears brunt of complaints: AFCA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
AustralianSuper copped the highest number of complaints in the last six months of 2023 totalling 936, which was nearly three times more than other major super funds like Cbus, Australian Retirement Trust (ART), and Aware Super. New data from the Australian ...

Super leaders take out King's Birthday honours

ELIZABETH FRY  |  TUESDAY, 11 JUN 2024
... Taskforce. Meantime, Rubinsztein, a former Association of Superannuation Funds of Australia (ASFA) director, was made a Member of the Order of Australia for her significant service to business. Formerly a senior executive in the wealth management industry ...