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Showing 31 - 40 of 2466 results for "Award"

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... Wealth's Kelly King, and Carla Williams of Sufficient Funds are finalists for the FAAA Inspire Women Excellence in Advice Award. Boutique Advisers, Future Gen Solutions, and Warr Hunt are nominated for FAAA Professional Practice of the Year. FAAA ...

Future Super switches up service providers

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2023
... Super became a Citi client when it acquired RBC Investor Services Australia in 2020. Three years on, it has instead opted to award the mandate to BNP Paribas, effective November 1. While Future Super confirmed the mandate changes, it declined to provide ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
Vista Financial Group has made its second acquisition this year as it eyes strengthening its presence in Melbourne. Founded in 2015 by Jason Chew, Orange Wealth, which largely services Millennials out of South Yarra, joins Beaumaris-based Vista. The ...

Hostplus member experience lead to exit

ELIZABETH FRY  |  THURSDAY, 5 OCT 2023
Hostplus member experience lead Paul Watson has announced his resignation after 12 years with the fund. Watson joined Hostplus in 2011 as executive manager, member and consumer choice. He's held several group executive roles since, before taking ...

Rest awards mandate to specialist fund manager

ANDREW MCKEAN  |  TUESDAY, 5 SEP 2023
Rest has granted an investment mandate to renewable fund manager Octopus Australia, seeking to bolster long-term returns for its 1.9 million members. The $75 billion industry fund's investment coincides with Octopus closing its second fundraising round ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... achieving their financial goals. IMAP recently unveiled its 2023 Managed Account Awards winners. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee which "highlights ...

CareSuper, Spirit Super mandate Iress ahead of merger

ANDREW MCKEAN  |  MONDAY, 28 AUG 2023
... combined with the flexibility and scalability of Iress' software, will enable a smooth transition in the merger of our award-winning funds, while continuing to provide our members with the best possible experience now and into the future." The Spirit ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... of entries has continued to grow with each year as managed accounts mature in Australia. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee which "highlights ...

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... Australia in 1994 for services to the life insurance industry and the community. In 2018, he received the Michael Murphy Award for his dedication to improving the financial advice industry. The Michael Murphy Award recognised individuals who provided ...