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Showing 21 - 30 of 272 results for %22JBWere%22

Mason Stevens names chief investment officer

JAMIE WILLIAMSON  |  MONDAY, 4 APR 2022
The former head of equities at JBWere has been appointed chief investment officer at the wealth platform. Jacqueline Fernley joins Mason Stevens in the role, bringing over 30 years' experience in funds management. Fernley joins from Investible where ...

Prime Value hires Rest portfolio manager

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
... raising, last year. Morgan worked at the NAB banking group's MLC Asset Management as an investment specialist, as well as JBWere.

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... Financial Group, which are now part of IOOF, expect to remediate affected customers by September. Bad advice emanating from JBWere is due to finalise the following month. At the end of 2021, NAB knocked Westpac from the top spot as the bank with the ...

Equity Trustees hires from Warakirri

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 FEB 2022
... Warakirri Asset Management, where she was a senior business development associate. Prior to that, she was a senior analyst at JBWere for more than 10 years. In her new role, Ashton will be responsible for developing expertise and thought leadership in ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... to a new AFSL. Morgans Financial has the largest superannuation advice business with 379 advisers. Ord Minnett (198) and JBWere (184) make up the top three super advice segment During the period, only 84 advisers joined the industry, bringing the total ...

HESTA leads trustee board diversity

KARREN VERGARA  |  THURSDAY, 16 DEC 2021
... HESTA's directors received $1.1 million in total or $80,000 on average. Over a 10-year period, the Goldman Sachs & JBWere Superannuation Fund delivered the highest return of 10.8% p.a. UniSuper comes second with 9.3% p.a. while Cbus places third ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... superannuation advice businesses, Morgans leads with 367 advisers, followed by Ord Minnett with 190, and Commonwealth FP and JBWere with 179 each.

VFMC appoints new chief executive

KANIKA SOOD  |  TUESDAY, 14 SEP 2021
The Victorian government's $64 billion fund manager has named a new chief executive, as Lisa Gray retires after six years in the role. The Victorian Funds Management Corporation will be headed by Kate Galvin as the next chief executive from October ...

Sydney boutique hires from JBWere

KANIKA SOOD  |  MONDAY, 6 SEP 2021
Global equities boutique Aoris Investment Management has appointed a portfolio manager, hiring from JBWere. Alfred Tadros will work on the Aoris International Fund, assisting chief investment officer Stephen Arnold. He has 20 years of experience. Most ...

Retail funds to benefit from YFYS test changes

KANIKA SOOD  |  FRIDAY, 27 AUG 2021
... individual funds that will see the biggest improvement from the changes are the $425 million corporate fund Goldman Sachs & JBWere Superannuation Fund (46bps improvement), the $17 billion AMP MySuper No. 3 (20bps) and Australian Ethical's $1.9 billion ...