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Showing 211 - 220 of 1003 results for "Task"

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
iFactFind has partnered with a global financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks ...

ECB raises rates to record high of 4%

CASSANDRA BALDINI  |  FRIDAY, 15 SEP 2023
... say the US," he explained. "That lack of progress reflects a greater degree of caution from the ECB when it comes to the task of inflation containment. That is why I think the ECB should raise its policy rate(s) by 25 basis points." Principal Asset Management ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ...

Ring-fencing super for aged care adds complexity, cost: ASFA

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
In a submission to the Aged Care Taskforce, which is currently evaluating the fairness and sustainability of aged care funding in Australia, the Association of Superannuation Funds of Australia (ASFA) has voiced strong opposition to ring-fencing superannuation ...

IFM Investors appoints head of sustainable investment

CASSANDRA BALDINI  |  TUESDAY, 5 SEP 2023
IFM Investors has named Maria Nazarova-Doyle as its head of sustainable investment, in charge of leading the global team. Nazarova-Doyle will report to IFM chief strategy officer Luba Nikulina and focus on the implementation and measurement of sustainability ...

Income Asset Management appoints head of sales

ANDREW MCKEAN  |  TUESDAY, 5 SEP 2023
Income Asset Management (IAM) has strengthened its capital markets team with the appointment of Jenna Labib as head of sales, effective yesterday. The ASX-listed investment firm promoted Labib from her previous role as head of adviser services to the ...

Watershed Funds Management appoints head of distribution

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
Watershed Funds Management has welcomed Lydia Pearson as its head of distribution, responsible for leading its engagement with financial advisers and licensees. In the newly created role, Pearson reports to Watershed's managing director Adam Rowley. ...

Blackwattle selects Apex Group for administration

CASSANDRA BALDINI  |  TUESDAY, 8 AUG 2023
Blackwattle Investment Partnershas selected Apex Group as the administrator amid the launch of its first four funds. Apex Group will provide the new boutique with technology-enabled fund administration, transfer agency, middle office and custody solutions. ...

PGIM client group lead in sudden departure

ELIZABETH FRY  |  FRIDAY, 4 AUG 2023
After just three months, the head of PGIM's Australia client group suddenly left the firm. PGIM has confirmed that Murray Brewer - who spent more than 14 years with T. Rowe Price - has departed the US$1.2 trillion investment manager. It is understood ...

Should wealthy Aussies use super to fund aged care?

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
... their superannuation for their personal aged care costs. The paper is expected to be submitted to the government's aged care task force today, with a key recommendation to allow super to be used to pay costs associated with aged care. Responding, in ...