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Showing 11 - 20 of 1908 results for %22JP Morgan%22

Long-term cost of super early release to be $85bn: SMC

CHLOE WALKER  |  FRIDAY, 1 MAR 2024
... children and grandchildren - will have to pay higher taxes to pick up the bill for higher pension costs." According to Roy Morgan, member satisfaction with superannuation funds has continued to increase, surpassing pre-pandemic levels. This followed ...

J.P. Morgan Asset Management enhances adviser portal

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
Financial advisers can now access premium content and portfolio analytics via J.P. Morgan Asset Management's upgraded adviser portal. JPMAM said it's focused on "providing access to new tools and functionality in a more customised way for advisers." ...

PGIM names institutional client group lead

ELIZABETH FRY  |  FRIDAY, 2 FEB 2024
... its global growth strategy, the market grew antsy. But now, investors know what's what. Briant previously worked at Morgan Stanley Investment Management, joining its subsidiary Parametric Portfolio Associates as its first Australasian chief executive ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
J.P. Morgan Asset Management (JPMAM) is joining forces with a New Zealand-based private wealth firm that has $28 billion of client funds under management. Craigs Investment Partners (CIP), a high-net-worth advisory firm that also provides investment ...

Super fund satisfaction improves: Roy Morgan

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
Members' satisfaction with their superannuation fund is improving, Roy Morgan data shows. Fresh findings from the research house saw super fund awarded a rating of 69.5% in November 2023, an increase of 0.9% from the last reported results in July 2023. ...

Perpetual Corporate Trust adds staff

ELIZABETH FRY  |  MONDAY, 22 JAN 2024
... service, depth of experience and expertise in debt markets," Before her time with Perpetual, she spent four years at J.P. Morgan as a transaction manager - deal execution and a brief stint at the Bank of New York Mellon. "So excited to be taking on this ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... the exit of the Australian banks to return to core business. "Global depository/custodial businesses such as HSBC, J.P. Morgan and Citi Group have also retreated, preferring larger funds in excess of AUD $5 billion or sometimes as much as $20 billion. ...

J.P. Morgan pays US$18m over whistleblower rule breaches

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JAN 2024
... when receiving credits or settlements more than US$1000 ($1518). The Securities and Exchange Commission (SEC) found J.P. Morgan Securities regularly asked advisory and brokerage clients to sign confidential release agreements, requiring them to keep ...

SimCorp names new country manager for Australia

ANDREW MCKEAN  |  TUESDAY, 16 JAN 2024
... include head of custody and fund services at Citi as well as executive director of relationship management and sales at JP Morgan. "Australia plays a crucial role in SimCorp's growth strategy, and we are committed to expanding our presence in this ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
The financial advice industry started the new year with 15,650 advisers, holding relatively steady compared to this time last year. Rainmaker Information's tally of qualified professionals has decreased 1% year on year - a net loss of 214 advisers. ...