Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 441 - 450 of 1105 results for "CALI"

Dealer group launches transition support service

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
A privately-owned licensee is launching a support service to assist advice firms in transitioning to an individual AFSL and has appointed a national practice consultant to lead the initiative. Lifespan Financial Planning will launch Lifespan Partnership ...

Industry fund publicly shames investment adviser

ELIZABETH MCARTHUR  |  MONDAY, 9 DEC 2019
A $3.3 billion industry superannuation fund revealed it has put an investment adviser on watch in relation to ESG concerns. First Super said Orbis Investment Advisory is on watch due to its approximately 23% holding in XPO Logistics. XPO Logistics is ...

Mercer hires from industry fund

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
Mercer has appointed a chief risk and compliance officer who previously headed up risk for an $80 billion industry fund. Ruby Yadav steps into the role in Mercer's Melbourne office at the start of February as part of the Pacific leadership team. ...

Aberdeen appoints head of Australian fixed income

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
Aberdeen Standard Investments has promoted internally to appoint a head of Australian fixed income, after the team lost two experienced investors in September. Garreth Innes is moving into the Sydney-based role after eight years on the team. He reports ...

Local Government Super welcomes new chief

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2019
Local Government Super has appointed a new chief executive. Phil Stockwell has been named chief executive of the fund, following an extensive search. Effective November 26, Stockwell will replace Donna Heffernan who has acted in the role since earlier ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
Mitch Anthony, who pioneered life-centered financial advice, will address the annual FPA Congress next week. He spoke to Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning ...

Copia secures exclusive partnership

ELIZA BAVIN  |  MONDAY, 18 NOV 2019
Copia Investment Partners has signed an exclusive distribution partnership with an Australia equities fund manager. Copia has formed a strategic partnership with ECP Asset Management to provide exclusive retail distribution and marketing support for ...

First Sentier adds to global leadership team

ELIZA BAVIN  |  MONDAY, 11 NOV 2019
First Sentier has announced a series of appointments to its global leadership team following its acquisition by Mitsubishi UFJ Trust and Banking Corporation. The roles recruited for include global head of data, chief information security officer and ...

US reaches $1bn settlement over 1MDB scam

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
The US Department of Justice has reached a settlement in its case against assets acquired by Low Taek Jho, also known as Jho Low, and his family. Jho Low allegedly misappropriated funds from Malaysia's sovereign wealth fund, 1Malaysia Development Berhad ...

Former PIMCO chief guilty in admissions scandal

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 OCT 2019
The former chief executive of PIMCO has pleaded guilty to charges in relation to the ongoing Operation Varsity Blues college admissions bribery scandal in the United States. According to the US Securities and Exchange Commission, former PIMCO chief ...