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| | | ... Their dilemma is a ripe opportunity for financial advisers. Speaking to Financial Standard, Exit Advisory Group founder Simon Bedard said leaving enough time to plan a business exit, including seeking advice, is crucial to ensuring a successful transaction. ... |
| | | | Rest is bolstering its total portfolio approach with a new mandate, while appointing an executive to help grow its digital member services. Rest will implement UK-based Rimes' total portfolio view capability through its investment platform, Matrix ... |
| | | | ... a low long-term average correlation to traditional markets. AQR managing director and head of Australia and New Zealand Simon Wills said: "AQR offers a wide range of investment strategies, spanning traditional global equity and liquid alternative strategies ... |
| | | | The ASX Inquiry Panel has released a damning final report into the ASX, focusing on governance, capability and risk management frameworks and practices across the group. The panel conducted more than 140 stakeholder interviews, reviewed submissions ... |
| | | | ... Disciplinary Board Committee. Telfer was previously UBS Asset Management country head for Australia and New Zealand, replacing Simon Doyle as Schroders' chief executive in February. Vernon became chief financial officer at AMP in July 2023, having previously ... |
| | | | ... has seen another senior exit, coming just a week after private markets leaders David Bluff and Tammi Fisher stepped down. Simon Fraser, who served as acting executive director of overlays and treasury management, has resigned after more than 11 years ... |
| | | | Outgoing First Super chief executive Bill Watson has told Financial Standard he has grave concerns about the current trajectory of Australia's superannuation industry. "I get the feeling we are letting our members down in terms of poor service," Watson ... |
| | | | ASIC commissioner Simone Constant has taken aim at superannuation fund trustees over how they identify systemic issues from member complaints. Speaking at an industry event, Constant said five out of the 10 super funds the regulator is reviewing over ... |
| | | | ... board said will ensure business continuity and momentum. "The leadership team of Chris Maher as interim chief executive, Simon Mitchell (chief financial officer) and Ralph Goninan (chief development officer) will continue to execute the strategic roadmap ... |
| | | | ... It will be led by Jenny Newmarch, previously head of private equity, and have a direct line to chief investment officer Simon Warner, reflecting its increasing importance to the fund, Aware said. Meanwhile, public market equities and defensive assets ... |
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