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Showing 221 - 230 of 3272 results for "Associate"

Apex on local hiring spree

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
Apex Group is on track to achieve 20% annual organic sales growth over the next two years and plans to triple its headcount to 1000. After acquiring Iress' superannuation platform late last year, Apex's big opportunity is in member administration ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment advice to a range of non-profit and private clients ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
Buyers of financial planning practices and client books are becoming more focused on profit, leading acquirers to be much more discerning when it comes to fee per client - but they should continue to trade at a premium to other small businesses. According ...

Annuities' capital settings due for change: APRA

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... prudential considerations in balancing the financial resilience of life companies with commercially viable innovation. Associate professor at UNSW Sydney Anthony Asher said the proposed change will "unlikely to make a huge difference to the yield on ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
The Federal Court has made orders against two individuals in connection to ASIC's investigation into the Shield Master Fund collapse. The $480 million Shield Master Fund collapse will likely see its 5800-plus investors cop significant losses, with the ...

Selfwealth to proceed with Svava proposal

MATTHEW WAI  |  WEDNESDAY, 26 FEB 2025
After much back and forth between bidders, Selfwealth has forged ahead with a deal with the highest bidder. Despite a recent call for its shareholders to consider Bell Financial Group's (BFG) previous offer, Selfwealth has ultimately decided to proceed ...

Super moves: Aware Super, CareSuper

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
Aware Super has added a new associate portfolio manager to its infrastructure team. In the new role at the $190 billion superannuation fund, Sue Jiang is responsible for the origination of new investment opportunities and managing the existing investments ...

Colonial First State loses private markets manager

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
Colonial First State has confirmed the departure of the senior manager responsible for unlisted investments within the fund's multi-asset team. The financial services giant said Daniel Cheang's last day with the firm was February 14. Cheang's ...

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... wealth. Herd has also been a distribution manager at Pengana Capital, a director of private banking at Credit Suisse, and associate director at Macquarie Funds Group, where he developed expertise in delivering bespoke financial solutions for high-net-worth ...

ART, MLC AM, HESTA name directors

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... board. Michael Brydon has served on the Australian Healthcare and Hospital Association board for six years and became the associate dean of the Rural Clinical School at the University of Notre Dame in 2019. Brydon is renowned for his advocacy for children ...