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Showing 301 - 310 of 575 results for "PIV"

Advised clients' major concerns in 2022

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
From skyrocketing property prices to a foreboding stock market crash, financial advisers reveal their clients' main worries in 2022. Wild swings across the local and international share markets is a concern for many clients, particularly as indices ...

BNP Paribas AM appoints wholesale distribution head

JAMIE WILLIAMSON  |  FRIDAY, 21 JAN 2022
BNP Paribas Asset Management promoted from within to fill the role of head of wholesale distribution for Australia and New Zealand. Previously head of key accounts and research within the wholesale distribution team, Thira Ngoeun now leads that team ...

Advice firm rebrands, scores own AFSL

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
The move to self-licensing continues to grow as a Victoria-based advice practice scored its own AFSL after operating under a dealer group for 13 years. Armed with a new AFSL, Retireinvest has rebranded to Templeton Advice Group. Templeton has three ...

New head of retail funds management at Cromwell

ELIZABETH MCARTHUR  |  TUESDAY, 18 JAN 2022
ASX-listed real estate fund manager Cromwell Property Group has appointed an industry veteran to the head of retail funds management position. Peta Tilse joins the company with 25 years of experience. Tilse is the founder of a regulatory technology ...

Foresters Financial appoints chief executive

KARREN VERGARA  |  MONDAY, 10 JAN 2022
A former Australian Unity executive has taken on the reins at Foresters Financial as chief executive. In December, Emma Sakellaris was appointed chief executive of Foresters Financial, a provider of investment, funeral and insurance products with $390 ...

PGIM Real Estate appoints ESG lead for APAC

JAMIE WILLIAMSON  |  THURSDAY, 6 JAN 2022
PGIM Real Estate has hired an ESG lead for the region from CBRE, effective immediately. Julie Townsend has been appointed to the role, based in London and also responsible for Europe. She reports directly to global head of ESG and head of Americas Asset ...

MySuper heatmap offers few surprises

JAMIE WILLIAMSON  |  FRIDAY, 17 DEC 2021
The annual MySuper heatmap shows 45% of products delivered returns below benchmark this year but there are few surprises, with most being the same products that failed the performance test. The regulator has also shared which funds came close to failing ...

U Ethical Investors announces new relationship manager

CHLOE WALKER  |  WEDNESDAY, 8 DEC 2021
U Ethical Investors has announced the appointment of Satoko Asai to relationship manager. Asai joins U Ethical's distribution team at a pivotal time, as the fund manager expands further into wealth management and institutional markets. With over ...

New boutique at Pendal

JAMIE WILLIAMSON  |  MONDAY, 6 DEC 2021
The funds giant recently launched a new boutique focused on alternative duration, led by Vimal Gor. In October, Financial Standard reported changes within Pendal's bond, income and defensive strategies (BIDS) business, which was headed by Gor. At ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
WealthO2 has appointed Ahn Rutty to the newly created role of head of client success as demand for its adviser tech software solution increases. Rutty will play a pivotal role in orchestrating the seamless onboarding of financial advisers to deliver ...