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Showing 261 - 270 of 533 results for "Jason"

YBR national advice lead moves to Interprac

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
... we feel her experience is spread between compliance, business support and practical know how in the field as an adviser." Jason Hayes also moved to Interprac in March. He will be adviser operations manager, moving from the role of wealth management operations ...

Self-isolation to accelerate secular trends

HARRISON WORLEY  |  THURSDAY, 2 APR 2020
... their first lot of groceries online, they may not revert," Mitchell said. "Once that habit is formed, they may not go back." Jason Kururangi, investment manager at Aberdeen Standard Investments agrees that the impacts of social distancing and remote ...

No time to look back

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... main consensus; the COVID-19 outbreak is not something that anyone could have anticipated. Speaking to Financial Standard Jason Teh, chief investment officer at Vertium Asset Management said the coronavirus outbreak is very different from anything we ...

Volatility hits super funds

HARRISON WORLEY  |  TUESDAY, 17 MAR 2020
... Australian Shares fund outperformed the market, returning -25.5% over the period. Rainmaker head of superannuation research Jason Ross said the results might reflect AustralianSuper's active investment approach. "The latest results show that from ...

Centuria opens new office, appoints GM

HARRISON WORLEY  |  TUESDAY, 17 MAR 2020
... with the company's strategy to accelerate AUM growth, with Brisbane a favoured market," Centuria joint chief executive Jason Huljich said. "Direct asset management is part of Centuria's DNA. "The new Brisbane-based team, including asset management ...

Accountant convicted in fee no service scam

ELIZA BAVIN  |  MONDAY, 9 MAR 2020
... County Court of Victoria after pleading guilty to two charges of making false or misleading statements. The court found Jason Cullen, an accountant employed by an accounting and financial advisory firm, raised two invoices for amounts totaling $275,000 ...

Perpetual awards mandate

KANIKA SOOD  |  WEDNESDAY, 12 FEB 2020
... since 2008 and invests in income-producing securities with an emphasis on higher-yielding fixed income. It is co-managed by Jason Brady, Jeff Klingelhofer, Lon Erickson and Christian Hoffmann. Thornburg manages about US $45 billion globally across equities ...

Problems persist with PYSP communication: ASIC

ELIZA BAVIN  |  WEDNESDAY, 12 FEB 2020
... communications right. They must ensure that their members are not exposed to unbalanced messages in any communication they receive." Jason Ross, head of superannuation research at Rainmaker, said that while the review is quite positive there were some ...

Retail funds outperform, but industry funds dominate

HARRISON WORLEY  |  MONDAY, 3 FEB 2020
... impact of a poor quarter of performance in December 2018 begins to drop away. Rainmaker head of superannuation research Jason Ross said that importantly, super fund members were still being served well thanks to a decade of positive results despite increasing ...

Fidelity backs personality tests

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
... wealth. Their relationships with advisers are more likely to be short term and transactional. CoreData managing director Jason Andriessen said the research identified GPS navigators as the most common personality type. The Value of Advice report included ...