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Showing 321 - 330 of 1096 results for "40:40 Vision"

AZ NGA buys stake in SCM Financial Group

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
AZ Next Generation Advisory (AZ NGA) has acquired a stake in SCM Financial Group (SCM) following a competitive tender process. SCM's strategic partnership with AZ NGA will enable it to fulfil its key priorities including enhancing the group's service ...

First Sentier names global responsible investment head

RACHEL ALEMBAKIS  |  FRIDAY, 25 NOV 2022
First Sentier Investors (FSI) has named Kate Turner its new global head of responsible investment while bolstering its responsible investment team in several markets. Based in Sydney, Turner replaces Will Oulton, who is retiring from the business at ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... achieved," he said. "In addition to operational and financial benefits, other benefits include greater clarity of mission, vision and strategy; higher client and staff satisfaction; and a stronger and more cohesive culture." The launch follows the October ...

CareSuper flags merger with Spirit Super

ANDREW MCKEAN  |  WEDNESDAY, 9 NOV 2022
CareSuper and Spirit Super have entered a preliminary non-binding Memorandum of Understanding (MoU) to explore a possible merger. Under the proposed deal, CareSuper and Spirit Super would combine to create a fund with over 500,000 members, and over ...

FPSB names new leader

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
Former Financial Planning Association of Australia chief Dante De Gori has been named as the new head of the global Financial Planning Standards Board. The appointment is effective in January, following the departure of current chief executive Noel ...

T. Rowe Price appoints head of APAC distribution

ANDREW MCKEAN  |  THURSDAY, 27 OCT 2022
T. Rowe Price has appointed Elsie Chan as its head of Asia Pacific distribution, leading the investment manager's distribution teams in Australia, Japan, Hong Kong, and Singapore. Chan assumed her new role on September 1, and reports to head of Americas ...

Australian Unity gives funds management business a makeover

CHLOE WALKER  |  THURSDAY, 13 OCT 2022
Australian Unity's wealth and capital markets funds management activities have been unified to form Australian Unity Funds Management. Collectively responsible for more than $15 billion in funds under management, the dedicated business will comprise ...

FEAL appoints chief executive

CASSANDRA BALDINI  |  WEDNESDAY, 5 OCT 2022
The Fund Executives Association Limited (FEAL) named Katrina Bacon as its new chief executive. She will commence the role in January next year and replaces Joanna Davison who is retiring after holding the position for nine years. Bacon has more than ...

Crescent Wealth names deputy managing director

CASSANDRA BALDINI  |  FRIDAY, 30 SEP 2022
Crescent Wealth has appointed Miriam Silva as its deputy managing director, overseeing its group of companies. Silva has more than 20 years of experience in managing large diverse teams and will sit across Crescent Wealth, Crescent Finance, Crescent ...

Iress wins Commonwealth Super Corp mandate

CHLOE WALKER  |  THURSDAY, 29 SEP 2022
Commonwealth Superannuation Corporation (CSC) selected Iress as its new technology partner in a bid to improve member outcomes, reduce administration complexity and drive down the cost to serve through a digital-first approach. On an initial five-year ...