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Showing 11 - 20 of 316 results for "Fold"

BT names platform strategy lead

CHLOE WALKER  |  MONDAY, 14 AUG 2023
... "I'm excited to be back at BT." Vincent shared Brinckley's sentiment. "We are delighted to welcome Russell back into the fold," she said. "With his deep knowledge of advice delivery and product development, high is a highly regarded expert in the platforms ...

Multiple moves in Aware investments team

ELIZABETH FRY  |  FRIDAY, 11 AUG 2023
... management activities such as business services, investment governance and direct asset management. Howell has returned to the fold as while he most recently served as the chief operating officer at Pendal Group, he worked as head of strategy and operations ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
The wealth group will consolidate its self-employed licensees under one brand, to be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia ...

Westpac closes Specialist Businesses Division

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2023
Westpac has decided to fold the Specialist Businesses Division that once housed its platforms, superannuation and insurance businesses, redeploying its lead Jason Yetton. The bank has restructured in support of its next strategic phase, chief executive ...

Ownership changes spur upheaval in unit trust sector

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
Fund managers that were recently acquired or have undergone significant structural changes are seeing massive outflows within their unit trust business to the tune of $21 billion. According to Rainmaker's Benchmarking research note, an interesting ...

RBA deputy governor joins Westpac

CASSANDRA BALDINI  |  MONDAY, 10 JUL 2023
... considerable knowledge and insight. King added he is pleased to keep Evans and his 30 years of knowledge in the bank's fold. "I'm pleased the bank and our customers will continue to have the benefit of Bill's extensive experience and knowledge in ...

ISA welcomes back former chair

CASSANDRA BALDINI  |  MONDAY, 26 JUN 2023
... in retirement due to the reforms he has helped ISA secure." ISA chief executive Bernie Dean welcomed Collins back to the fold. "Peter is a strong advocate for industry super funds and epitomises the member-first ethos of all our board members," he commented. ...

Ariel Investments launches EM portfolios in Australia

CASSANDRA BALDINI  |  TUESDAY, 16 MAY 2023
... added. Given the current state of global markets, Ariel believes there are many strong reasons for investors to return to the fold, particularly in emerging markets value. "Secular and cyclical sources are positively contributing to high earnings growth ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
The recent collapses of local financial advice startups Creativemass and TIQK indicate that the freewheeling days of venture capital funding is drawing to an end. Creativemass, a financial services software provider used by the likes of AMP and Bombora ...

Adviser complaints rise, super complaints decrease

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
The number of superannuation complaints have slashed while those related to financial advisers have shot up, the latest statistics from the Australian Financial Complaints Authority (AFCA) shows. In the six months to December 2022, AFCA received 2538 ...