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Showing 451 - 460 of 1985 results for "Tas"

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
Financial services platform myprosperity launched its latest technology offering for financial advisers. The service is called Rooms and aims to create a collaborative, fully digital service where households and businesses can connect with financial ...

TPT Wealth builds out team

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
The trustee and wealth management business of MyState Group appointed two senior managers as it aims to grow its funds under management. Joe Youssef joined as senior manager, wholesale and Trev McCallum has taken on the role of senior manager, wholesale ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
In a bid to expand nationally, Fiducian has helped one of its practices acquire clients with $38 million in funds under advice. Fiducian said it assisted the unnamed practice based in the Albury/Wodonga area by providing support services worth $360,000. ...

JANA makes senior appointment

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 OCT 2021
JANA has bolstered its not-for-profit division with a new appointment. Kevin Fernando joins JANA as client development director for NFP. Fernando was previously the founder and managing director of Mercury Associates, an independent NFP investment consultancy. ...

Link hires RSS compliance head

ANNABELLE DICKSON  |  THURSDAY, 30 SEP 2021
Link Group hired a senior superannuation specialist from ASIC to take on the role of global head of risk and compliance for its Retirement & Superannuation Solutions (RSS) division. Theresa Mills joined ASIC in 2016 as a director of its financial literacy ...

Charter Hall Direct bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 30 SEP 2021
Charter Hall's unlisted property funds division has appointed distribution managers for almost every state and territory. Renee Oldfield joined as state distribution manager for Western Australia and South Australia from Acure Asset Management where ...

Zenith makes senior ESG appointment

ELIZABETH MCARTHUR  |  TUESDAY, 28 SEP 2021
Zenith Investment Partners has appointed a head of responsible investment and real assets, promoting from within. Dugald Higgins has been appointed to the expanded role of head of responsible investment and real assets, where he will lead the growth ...

Future Fund hires people and culture chief

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
The sovereign wealth fund appointed a chief people and culture officer following an extensive search. Kimberley Reid joined the executive team and reports to chief executive Raphael Arndt. She was first appointed interim chief people and culture officer ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
A hybrid delivery model of financial advice is not going anywhere as building relationships with clients remains crucial. Speaking at the Association of Financial Advisers (AFA) Conference, intelliflo chief sales officer UK & Australia Johann Koch reiterated ...

Hume puts finfluencer followers on notice

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
Senator Jane Hume is warning consumers who fall victim to bad advice from finfluencers not to rely on the government for compensation. Speaking on the first day of the Association of Financial Advisers national conference, the minister for superannuation ...