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Showing 3501 - 3510 of 10974 results for "Partner"

Fiducian acquires $1.1bn advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 3 NOV 2021
... transition to Fiducian in the coming months. PCCU was advised exclusively by Berkshire Global Advisors, led by its APAC partner Nelson Lam.

FASEA to reword Standard 3

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... wording of the Standard with the intent of the standard," FASEA chief executive Stephen Glenfield said. The Fold Legal partner Simon Carrodus said that Standard 3 appears to impose a blanket ban on servicing a client if a conflict exists. "It fails to ...

Munro Partners launches climate fund

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
... decarbonisation." The fund launched to Canadian investors in July through CI Global Asset Management and is managed by Griffin and partner and portfolio manager James Tsinidis. GSFM acts as the responsible entity and distributor of the Munro Climate ...

Wells Fargo deals finalise

JAMIE WILLIAMSON  |  TUESDAY, 2 NOV 2021
Computershare has completed its acquisition of Wells Fargo Corporate Trust Services' assets. At the same time, Wells Fargo Asset Management has been officially rebranded as Allspring Global Investments. Today marks the first day of Computershare Corporate ...

Montaka Global inks new distribution deal

ELIZABETH MCARTHUR  |  TUESDAY, 2 NOV 2021
Specialist global equities manager Montaka Global has confirmed a distribution deal with an Australian firm. Hillcrest Strategic Partners will distribute Montaka funds to the intermediated retail market across Australia under the new agreement. Hillcrest ...

AMG Super launches platform, product

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
AMG Super has launched a platform that coincides with unveiling a new superannuation product. AMG Super will migrate existing members and products to the new platform in 2022 as part of a major project that will be rolled out over the next 12 months. ...

Pitcher Partners names Adelaide lead

ANNABELLE DICKSON  |  TUESDAY, 2 NOV 2021
Pitcher Partners appointed its first chief executive for its Adelaide business as it looks to leverage growth opportunities in the region. Gail Murphy-Nakkash relocated from Sydney to take on the position and was previously global general manager at ...

ATO names second commissioner

KARREN VERGARA  |  MONDAY, 1 NOV 2021
... providing technical leadership of significant tax issues, cases, and rulings. Prior to joining the ATO, Fish was a tax partner at Clayton Utz for more than nine years, with a focus on the financial services industry and providing finance and investment ...

Aussies in the dark over super stapling

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
The majority of Australians are unaware of the effects of the Your Future, Your Super (YFYS) reforms and could potentially be stapled to an underperforming fund for good. The YFYS stapling requirement comes into effect today and will see around one ...

Financial Standard, Deakin University partner

STAFF WRITER  |  FRIDAY, 29 OCT 2021
Financial Standard and Deakin University have partnered to improve students' learning experience through the integration of financial advice continuing professional development (CPD), and education capabilities. Financial advisers completing CPD ...