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Showing 31 - 40 of 2550 results for "Division"

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... backlogs hinder the delivery of timely client advice. "Clique has been an approved provider of our licensee services division for some time, following an assessment by our compliance team of the quality of its advice documentation," Sequoia managing ...

Oaktree's local head of distribution resigns

ELIZABETH FRY  |  MONDAY, 5 FEB 2024
... Solutions from Fidante Partners, where he held a senior distribution manager role in its high-net-worth and private wealth division. Before that, Babhoota held similar roles at Ironbark Asset Management and Colonial First State. Brookfield Oaktree Wealth ...

Massive crypto Ponzi scheme unravels

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... This office and our law enforcement partners will hold perpetrators accountable for these and other fraud schemes." SEC division of enforcement director Gurbir S. Grewal said: "As alleged in our complaint, Lee and Chunga attracted investors with the ...

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... between 2004 and 2007. Nicole Oborne has been a partner at PwC for the superannuation and asset management assurance division since 2021. She is currently an Association of Superannuation Funds of Australia member for its Super System Design Policy Council. ...

Aware Super, ART hire member service heads

ELIZABETH FRY  |  MONDAY, 29 JAN 2024
... head of the contact centre. As head of member support, Rix joins Aware Super's 650-strong operations and technology division, initially reporting to chief operating officer Jo Brennan. The recruit is tasked with leading a team of senior operational ...

500 jobs to be axed at abrdn

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... The fund manager is targeting a cost reduction of $290 million (£150m) by the end of 2025 to restore its investments division "to an acceptable level of profitability and allow for incremental reinvestment into growth areas." It follows a "root and ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... transition to the contemporary Evolve platform in April." Among the group's strategic initiatives is the client wellbeing division it created last year. Today Insignia confirmed it is to be led by Chris Weldon. He was previously Insignia's chief transformation ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... to $2 billion in funds under advice has selected JANA as its investment consultant. The consulting group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset allocation, manager selection and ...

TAL appoints chief claims officer

KARREN VERGARA  |  MONDAY, 22 JAN 2024
... Croft began her career on Westpac's corporate legal counsel before becoming chief of staff of the institutional bank division. She then became chief operating officer of life, general, and lenders mortgage insurance at BTFG before taking on a newly ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... transaction settlement on January 12, MSC Trustees now has some $30 billion in funds under appointment in acquiring the division of the Certane Group, which provides retail custody, and trustee and agency services to asset managers and financial product ...