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Showing 281 - 290 of 6205 results for "SIX"

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... have received financial advice for less than three years; Settled - between three to five years; and Loyals - for more than six years. By looking at these three client segments by lifecycle, the research indicates that the perceived value provided by ...

PM Capital hits back at Platinum after offer rejected

ELIZA BAVIN  |  TUESDAY, 8 APR 2025
... under the Platinum schemes." PM Capital also said it has "very limited engagement with the boards of PMC and PAI" over the six weeks since it made its proposal, despite the "explicit fiduciary carve-out" in the Platinum schemes which did not restrict ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... Vanguard data, which shows index-tracking ETFs on the ASX continue to attract the lion's share of investor inflows over the six months to 30 June 2024, despite a wave of new active ETF and managed fund listings - many with niche strategies. "ETFs are ...

QIC appoints institutional distribution lead

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... two years ago as director of business development from Schroders, where he served as institutional sales manager. Before his six years with Schroders, he spent 12 years with BlackRock as a member of the asset manager's institutional client business ...

Zurich Australia appoints investment chief

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... and investments, having held that position for four years. Chen - who has worked with the global insurance giant for nearly six years - will lead an investment team that manages over $7 billion in balance sheet assets across fixed income, credit, equity ...

Court approves Caddick SMSF class action settlement

KARREN VERGARA  |  WEDNESDAY, 2 APR 2025
... accounts lacked the right number of digits. Authentic accounts usually have eight digits, while Caddick's accounts had six digits. Another example is that the GST line in those statements often didn't add up. Chapman told Financial Standard that ...

Anthony Doyle quits Schroders, rejoins Pinnacle

ELIZABETH FRY  |  TUESDAY, 1 APR 2025
Anthony Doyle has left Schroders Australia just six weeks after joining the firm's global equities team and returned to Pinnacle Investment Management. In February, Doyle jumped from Pinnacle-backed Firetrail Investments - as head of investment ...

Guy Debelle to chair Funds SA

ELIZA BAVIN  |  FRIDAY, 28 MAR 2025
... April 2025. Debelle joined the board in July 2024 after having spent 25 years at the Reserve Bank of Australia (RBA), the last six of those as deputy governor. He also holds several board and advisory roles across private, listed, and public sector entities ...

Modern family offices want values aligned, pioneer companies

KARREN VERGARA  |  FRIDAY, 28 MAR 2025
... just a philanthropic [focus]... So that's one way we thought about deploying capital within the VC area," she said. About six years ago, The Tony Foundation only had about 5% of its remit driving deep impact, while 95% was "being invested without ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... Swedish buyout firm, has snapped up GQG Partners' long-serving distribution lead. Daniel Bullock - who worked at GQG for six years - has been appointed EQT's head of private wealth in Australia. Under his leadership, GQG's distribution team raised ...