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Showing 21 - 30 of 31234 results for %22CI Financial%22

Mercer rolls out new corporate super plan

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... superannuation plan for employers of all sizes called Mercer Business Super. Mercer Super chief executive Tim Barber told Financial Standard that historically, Mercer Super Trust's "bread and butter" has been serving large corporates with sometimes complex ...

Rainmaker Information names research head

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... data teams, as well as those of parent company ISS STOXX. Ramrakha brings more than 30 years' experience in Australia's financial services industry, most recently as director, manager selection at Morningstar Australia, a role he held for close to three ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... investors with alternative investments, as only 20% reported that these opportunities were first suggested by their financial advisers. But interestingly, 64% of investors sought out their own methods for investing in alternatives. "Whilst ensuring that ...

Australian Retirement Trust applies new investment exclusion

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
... derive 10% or more of their total revenues from mining thermal coal or the sale of it to third parties. Speaking to Financial Standard, ART said the super fund was committed to achieving a net zero greenhouse gas emissions investment portfolio by 2050. ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... includes the team from Elixir Consulting, which VBP acquired last year. VBP is focused on providing outsourced solutions to financial advice, accounting and associated services firms. Due to start in the new role later this month, Jacobsen was managing ...

Insignia FUM grows by $11bn, completes platform migration

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
Insignia Financial saw funds under management increase by $11.7 billion (up 3.9%) to $312.3 billion as at March 31, and has completed the migration of MLC Wrap to Expand. Total net outflows for the quarter were $1.7 billion, largely reflecting the transitory ...

Chief member officer leaves Insignia Financial

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAY 2024
Insignia Financial is on the hunt for a new chief member officer for its superannuation business, confirming the departure of Anne Coyne. Coyne was first appointed to the role in January 2023, following close to two years in governance and disclosure ...

Poor investment governance costly for asset owners, members: KPMG, Frontier

ANDREW MCKEAN  |  WEDNESDAY, 1 MAY 2024
... billion in total assets, indicated that in superannuation terms, a new worker aged 25 starting to save could face a financial disparity of $500,000 by retirement due to poor investment governance. However, on a more positive note, 62% of those surveyed ...

Franklin Templeton to build advanced financial AI platform

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
Franklin Templeton announced it is working with Microsoft to build an advanced financial AI platform. The global investment manager said the partnership marked a significant step toward transforming the financial services industry. The platform will ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... fund transfer. Equity Trustees confirmed that the transfer of Crescent Wealth's members to Salaam is in their "best financial interests," after completing due diligence. Equity Trustees assured that the investment options in Salaam will continue ...