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Showing 251 - 260 of 1096 results for "40:40 Vision"

Wealth managers seek better data warehouse solutions: BNP Paribas

CHLOE WALKER  |  FRIDAY, 10 NOV 2023
Wealth managers are increasingly demanding better ways to access and utilise data from their custodians and expect advances in artificial intelligence (AI) to make this possible, according to BNP Paribas. "They want to know what we know and what we ...

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
Centrepoint Alliance has entered into a binding agreement to purchase 100% of Brisbane-based financial advice firm Financial Advice Matters Group (FAM). Centrepoint Alliance said the transaction, subject to the fulfilment of closing conditions, should ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
Australian Retirement Trust (ART) has nabbed a Morningstar executive who most recently spearheaded institutional portfolios and solutions at the research house. Jody Fitzgerald will join the $260 billion super fund in late January 2024 as head of investment ...

Perpetual loses key executive to First Sentier

JAMIE WILLIAMSON  |  THURSDAY, 2 NOV 2023
Perpetual has appointed a new chief operating officer, as the incumbent takes on a new role with First Sentier Investors. Amanda Gazal is leaving Perpetual to take up the post of chief operating officer at First Sentier. Since the start of this year ...

Investor associations to unite

CHLOE WALKER  |  THURSDAY, 2 NOV 2023
... something much more powerful." She added that there's a pre-existing alignment between both organisations in terms of purpose, vision, and values. "Now we will be the go-to place for all retail investors and there's not that duplication between what ...

ASIC bans former PwC partner over tax scandal

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
Disgraced former PwC head of international tax Peter-John Collins has been banned from providing financial services or controlling an entity that carries on a financial services business for eight years. At the start of the year, Collins was barred ...

legalsuper appoints finance chief

ELIZABETH FRY  |  MONDAY, 16 OCT 2023
The industry fund for the legal community has hired a finance chief but is still in the market for a new chief investment officer to replace Norman Zhang who resigned last month. legalsuper chief executive Luke Symons has announced the appointment of ...

The Voice is not at the expense of the economy: Chalmers

CASSANDRA BALDINI  |  FRIDAY, 13 OCT 2023
Treasurer Jim Chalmers has refuted claims that the government's push to incorporate a Voice to Parliament has come at the expense of the economy. Tomorrow, millions of Australians will hit the polls and decide if a First Nations' Voice to Parliament ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
Vista Financial Group has made its second acquisition this year as it eyes strengthening its presence in Melbourne. Founded in 2015 by Jason Chew, Orange Wealth, which largely services Millennials out of South Yarra, joins Beaumaris-based Vista. The ...

FIIG Securities picks Equity Trustees for new fund

CASSANDRA BALDINI  |  WEDNESDAY, 4 OCT 2023
FIIG Securities has selected Equity Trustees to be the trustee of its newly launched Australian bond fund. Equity Trustees has won the mandate to serve as trustee of the FIIG Australian Bond Fund which provides investors with capital stability and income ...