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Showing 401 - 410 of 803 results for Annabelle Dickson

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
ClearView Wealth has appointed a former Australian Unity Financial Advice executive to the newly created role of head of business growth. ClearView has welcomed Tony Mantineo to the role, previously general manager of business growth at Australian Unity ...

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
Wealth managers and financial advisers are encouraged to use technology and behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts. Oxford Risk said blending technology and behavioural science ...

FASEA chair to remain

ANNABELLE DICKSON  |  TUESDAY, 13 APR 2021
The chair of the Financial Adviser Standards and Ethics Authority (FASEA) has been reappointed and will continue in the role on a part-time basis until the organisation is wound up. Minister for superannuation, financial services and the digital economy ...

Mainstream obtains superior takeover offer

ANNABELLE DICKSON  |  TUESDAY, 13 APR 2021
The investment administration firm has received a superior offer to Vistra's proposed $170 million acquisition and has notified the firm to either match or offer more favourable terms. SS&C Technologies Holdings has now entered a conditional scheme ...

O'Dwyer joins Barrenjoey

ANNABELLE DICKSON  |  TUESDAY, 13 APR 2021
Just two weeks after joining the board of Equity Trustees, Kelly O'Dwyer has been appointed as a director of Barrenjoey Capital Partners, alongside its general counsel. O'Dwyer is currently a non-executive director of Home Consortium and recently joined ...

Amundi revamps climate fund

ANNABELLE DICKSON  |  MONDAY, 12 APR 2021
The European asset manager has launched a new fixed income strategy for its Just Transition for Climate fund to now incorporate the social aspects involved with moving to a low-carbon economy. The Just Transition for Climate fund, previously the Amundi ...

T.Rowe Price adds to APAC leadership

ANNABELLE DICKSON  |  MONDAY, 12 APR 2021
The global investment manager has shifted its US-based head of internal audit to Hong Kong as APAC regional operating officer. Mike Weigand joined T.Rowe Price in 2018 and in addition to his role oversaw the firm's COVID-19 response. Weigand previously ...

YFYS net must be cast wider: Cbus

ANNABELLE DICKSON  |  FRIDAY, 9 APR 2021
The $59 billion industry fund is calling on the government to include all superannuation products in the proposed performance benchmarks from the same date and to not commence the rest of the measures until all underperforming funds have been removed ...

Wholesale funds recover losses

ANNABELLE DICKSON  |  FRIDAY, 9 APR 2021
Wholesale funds finished 2020 with funds under management (FUM) down just 0.1%, recovering almost all the losses experienced as a result of COVID-19, new research from Plan For Life shows. The research revealed wholesale funds grew 5.4% in the December ...

Natixis IM appoints chief executive

ANNABELLE DICKSON  |  FRIDAY, 9 APR 2021
Natixis Investment Managers has appointed a former Generali chief investment officer as its chief executive and leader of asset and wealth management, succeeding Jean Raby. Tim Ryan, who will assume the role on April 12, was at Generali for four years ...