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| | | ... including the suitability of establishing an SMSF and the types of other professional advice available to their clients. AFCA senior ombudsman Alexandra Sidoti argues the guidance should better address the understanding of the role of SMSFs, time management ... |
| | | | ... She spent six years at AustralianSuper running investment compliance and operational risk. Before that, Stevenson held senior roles at Commonwealth Bank, JP Morgan, Schroders, Coronation Fund Managers, and Allan Gray. She began her career as a fixed ... |
| | | | ... variously served as general manager of advice at Commonwealth Bank, chief executive of Mine Super and most recently held senior roles at Iress, including group executive for the UK and Asia Pacific. The data and He was promoted to deputy chief executive ... |
| | | | ... across ETFs, managed accounts, superannuation and direct-to-investor offerings. Elaine Herlihy brings more than 25 years of senior marketing experience across financial services and technology, including roles at Westpac, OFX, PayPal and BT. She will ... |
| | | | Winnie Ramos, Oaktree Capital Management's local head of institutional sales, has joined Ares Management. A senior vice president at Oaktree, Ramos will serve as managing director and head of relationship management for Australia and New Zealand ... |
| | | | ... emerged at Australian Retirement Trust. Australia's second-largest superannuation fund has appointed Michael Sommers as senior portfolio manager, opportunistic strategies. Sommers' mandate spans liquid alternatives across relative value, risk ... |
| | | | ... asset allocation, where she contributed to the 2020 review of the fund's reference portfolio. She also worked as a senior investment analyst at the Government Superannuation Fund Authority and Westpac NZ, having started her career at AMP Capital ... |
| | | | ... leadership are critical," Robert Walters director, financial services Hamish Smith said. "Roles in risk, compliance, and senior finance leadership are leading the market, reflecting both the increasing regulatory complexity and the value organisations ... |
| | | | ... example of how an adviser established an SMSF based on administration efficiency. Also speaking at the conference, ASIC senior executive leader Leah Sciacca highlighted one major concern arising from Report 824, which was advisers using the notion of ... |
| | | | ... institutional and ultra-high-net- worth investors with access to Asia Pacific's growing private credit market by focusing on senior secured leveraged loans to sponsor backed corporate borrowers. The fund is targeting a size of US$600 million investments ... |
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