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Showing 21 - 30 of 694 results for %22Evolve%22

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... features, and a competitive simplified fee structure," Entwistle said. "It's also truly portable so as their clients' needs evolve, advisers can easily transition them across to our Core and Choice offers with minimal unintended or costly insurance or ...

Maple-Brown Abbott names distribution heads

CASSANDRA BALDINI  |  THURSDAY, 2 NOV 2023
Maple-Brown Abbott has made several senior promotions in its distribution team amid business growth and higher demand for its strategies. The fund manager has named Simon Beram, its former senior investment specialist, as the new head of institutional ...

Calastone appoints new local head

ANDREW MCKEAN  |  WEDNESDAY, 1 NOV 2023
Global funds network Calastone has internally promoted an executive to serve as the new head of its Australian and New Zealand operations. Effective today, Marsha Lee will succeed Teresa Walker, who stepped back from the business at the end of October. ...

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
Now in its 10 th year, the Financial Standard Power50 list showcases the most influential financial advisers in the country in 2023. Financial Standard has released its annual Power50 list, comprising a vibrant and diverse mix of familiar faces and ...

Cbus appoints new head of infrastructure

ANDREW MCKEAN  |  THURSDAY, 19 OCT 2023
... always the organisation we want and need to be for our members." "We need to continue to be on the front foot about how we evolve Cbus, aligning our operational capabilities so we can set ourselves up for future growth and continued long term investment ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... financial legacy goals. "For many older clients, planning their legacy is a primary focus, and service offerings will need to evolve from retirement planning to estate planning to ensure their wishes are fulfilled. As it is now, a lack of financial confidence ...

Alternatives to top $33tn by 2028

CASSANDRA BALDINI  |  WEDNESDAY, 18 OCT 2023
... longer-term fundamentals behind the growth of the private markets remain broadly intact, while the market continues to evolve rapidly." Against the backdrop of a slow infrastructure fundraising market in the first half of 2023, Preqin forecasts global ...

Link Fund Solutions sale completes

CHLOE WALKER  |  TUESDAY, 10 OCT 2023
... managers with a more comprehensive set of services to support their, and their investors', needs as they continue to evolve and grow." The announcement follows Waystone's appointment of Sanjiv Sawhney as its new global chief executive. Sawhney ...

Former Australian Ethical investment chief lands new gig

CASSANDRA BALDINI  |  MONDAY, 9 OCT 2023
... head of asset allocation. Macri will report to Mason Stevens chief investment officer Jacqueline Fernley and continue to evolve the firm's outsourced CIO offering. Further, he will be responsible for the strategic and dynamic asset allocation solutions ...

Franklin Templeton overhauls distribution leadership

CASSANDRA BALDINI  |  WEDNESDAY, 4 OCT 2023
... significant strides in growing our distribution channels," he said. "Building on this momentum, it is important for us to evolve our leadership talent as we focus on delivering long-term value to our clients." Franklin Templeton concluded the key leadership ...