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Bellwether returns for new boutique

... investment of $100,000 and has typically focused on high net worth individuals to date, the group now intend on actively marketing the fund, with a view to getting it onto platforms. "We haven't actively marketed other than to high net worth individuals ...

Skandia appoints senior manager

... Prior to Skandia, Beardmore worked for MLC for three years where he led a team involved in the strategy, launch and marketing of the MLC Business Super. With 21 years of financial services experience under his belt, Beardmore also honed his marketing ...

Succession planning driving advisers more than sales

Financial advisers are putting succession planning ahead of 'sales focused' priorities such as lead generation and marketing, according to a recent AXA industry survey. Steven Davison, AXA distribution planning manager, says, "[There has been a] significant ...

Virgin in bed with big Macq

... opportunity to quickly create a broad-based financial services brand with a fresh approach to product development and marketing and a focus on direct distribution," said Rohan Gamble, Virgin Money Australia's CEO. The news comes on the tail of another ...

Van Eyk clarifies ratings methods

... rating, the stronger fund managers that would normally be 'B' can now be differentiated.' says Alicia Gee, van Eyk's marketing and communications manager. Furthermore, the catch all 'Not Rated' category will be dropped and funds previously rated as NR ...

ING appoint National Sales Manager

... (Platform Training) teams. In other roles Scholl has gained experience in product, corporate governance, administration, marketing and distribution support.

HOSTPLUS grows 33 per cent

... cent)." Elia puts the increase in voluntary contributions down to the Government co-contribution incentives as well as marketing strategies promoted by the fund. "Member voluntary contributions have increased by 114% over the last 12 months partly fuelled ...

Ambassador promotes new global equities player

... global equities group Altrinsic Global Advisors (Altrinsic) is to be launched in Australia through local funds management marketing group Ambassador Funds Management Services (Ambassador). Altrinsic is a 100 per cent employee-owned group that specialises ...

Virgin and max in super battle for Gen-X, Y and Z

... spectacularly well that the fund also launched a parallel offering directed at employers. "We haven't even done any marketing for that but there are already 100 employers signed up," says Virgin Super's public affairs manager Kirsty Lamont. While max ...

AIG Life tops list of life insurers

... Group, all of which are on the top ten of the annual report. But Ken Morgan, AIG Life's general manager, strategy and marketing, says that it is their size that has given them the ability to take away market share from their competitors. "We are small ...

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Renato Mota takes on new board position

ELIZA BAVIN

Renato Mota has joined the board of a $14 billion super fund along with another financial services stalwart.

Aegon AM gears up to take on local bond managers

MICHELLE BALTAZAR

Aegon Asset Management is close to launching its first Australian fund, months after the US$446 billion manager unveiled plans to enter the tightly contested local bond market.

MLC slips global shares into neutral, hits gas on alternatives

RIDDHIMA TALWANI

MLC has pulled its global and emerging-market equity positions back to neutral, while continuing to deploy capital into alternatives.

North Americans bargain hunt Down Under: Report

KARREN VERGARA

North Americans' merger and acquisition (M&A) appetite for Australian companies will only intensify in 2027 as they chase undervalued assets, according to a new report.

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Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Fiona Macgregor

GROUP CHIEF EXECUTIVE AND MANAGING DIRECTOR
TAL LIMITED

Fiona Macgregor has risen through the ranks at TAL, taking the top job in 2024, but her life was touched by the insurance sector long before her tenure with the life insurer began. Eliza Bavin writes.

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