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Showing 371 - 380 of 4674 results for "Andrew"

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... expansion. Merchant Wealth partner David Haintz will serve as executive director. Darwin Financial Services managing director Andrew Moo and Wealth Connect Financial Services principal Jeff Stella also join the leadership team. Cullen said Hubco's blueprint ...

Apex wins $7bn super admin mandate

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... also received $1.6 billion from Carlyle Group and Goldman Sachs to execute its growth strategy. Diversa chief executive Andrew Peterson said: "Apex Group's ability to deliver an unbundled service is of particular benefit, and we see real potential to ...

The super fund scouring the dark web to protect members

ANDREW MCKEAN  |  THURSDAY, 3 APR 2025
A compromised identity could result in financial harm, including the loss of superannuation savings, a particularly prominent risk given the volume of members' personal data available for sale. This super fund is fighting back with a novel approach. ...

The tax system is being weaponised to inflict abuse, ombudsman says

ANDREW MCKEAN  |  THURSDAY, 3 APR 2025
Over two million Australians, mostly women, have suffered financial abuse at the hands of an intimate partner, sometimes through the weaponisation of the tax system, with impacts that can be "devastating and long-lasting" to survivors and their families ...

Russell Investments, Reach Alts team up to expand private market access

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
Russell Investments has partnered with private markets platform Reach Alts to broaden advisers' access to private market opportunities in Australia. Reach Alts will draw on Russell's institutional investment management expertise and research capabilities ...

Brandes appoints new sales director for APAC

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
San Diego-headquartered boutique advisory firm Brandes Investment Partners has appointed an Australian to be its director of sales in APAC, in an effort to deepen its relationships across the region's wealth market. Brandes appointed Diya Lowe, formerly ...

Life insurers keep breaking their own rules: Report

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
Breaches of the Life Insurance Code of Practice (the Code) increased for a fourth consecutive year, with life insurers reporting 14,670 instances of non-compliance, a 19% increase from the previous period. The Code, the industry's north star for good ...

Talaria taps Equity Trustees as RE for three funds

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
... capability and user experience." Equity Trustees' corporate and superannuation trustee services executive general manager Andrew Godfrey said the firm's role as responsible entity is to ensure strong governance and compliance, supporting Talaria in delivering ...

Not one trustee tracked end-to-end claims handling times: ASIC

ANDREW MCKEAN  |  MONDAY, 31 MAR 2025
A review of major superannuation trustees by ASIC found that not even one monitored or reported on the full process of death benefit claims handling. The review of superannuation trustees including, Australian Retirement Trust, Avanteos (Colonial First ...

Rest awards US$300m mandate to Miami-headquartered investment manager

ANDREW MCKEAN  |  MONDAY, 31 MAR 2025
Rest has awarded a US$300 million mandate to Miami-headquartered investment manager I Squared Capital for its infrastructure credit strategy. The strategy focuses on providing flexible and structured capital solutions to essential infrastructure assets ...