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Showing 471 - 480 of 6126 results for "Custom"

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
JANA Investment Advisors has welcomed a new senior investment consultant to bolster its wealth business. The consultant said David Wilson's appointment reflects the increasing demand for sophisticated investment solutions in the wealth sector. As ...

WTW welcomes investment chief

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... company's private markets investment committee and real assets investment committee. In this role, Pliner led the creation of custom portfolio solutions for the company's outsourced clients in the US. The firm's global head of investments ...

Canada pension fund hires ex-CalPERS CIO

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
Canada's largest pension scheme has hired a former CalPERS investment chief who famously led a big push into private equity and private debt. The Canada Pension Plan Investment Board has confirmed the appointment of Ben Meng as head of investment ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Australian wealthtech platform HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients. HeirWealth provides asset analysis spanning 40 different ...

CEFC funds sustainable real estate credit projects

JAMIE WILLIAMSON  |  WEDNESDAY, 19 MAR 2025
The Clean Energy Finance Corporation (CEFC) is partnering with Goldman Sachs Alternatives to pour $160 million into sustainable real estate. The investment is being made alongside the Goldman-managed Real Estate Credit Partners (RECP IV) fund and will ...

AFCA opens consultation on financial elder abuse, family violence

KARREN VERGARA  |  WEDNESDAY, 19 MAR 2025
The Australian Financial Complaints Authority (AFCA) has launched two consultations on how it should improve its approach to handling complaints related to financial elder abuse and family violence. AFCA said it seeks to ensure consistency in how it ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... chief executive Eric Blewitt noted while 71% use the off-the-shelf models, there are a substantial number of advisers using custom-built SMAs, allocating 57% of new client inflows to these tailored solutions. "Each year more advisers are turning to managed ...

MLC Life explores new market

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
MLC Life has recruited a new general manager to help drive growth in the individual life insurance segment. Imran Lalani has been appointed general manager of emerging individual markets. He joins MLC Life Insurance with extensive experience in leadership ...

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
Iress, the financial services software and data firm, has made two hires to its Asia Pacific wealth team. Callum Masson and Martin Johnson have been appointed executive general manager of product and technology and general manager of technology respectively. ...