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Showing 501 - 510 of 4365 results for "David"

Advice regtech acquires TIQK assets

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... Asendium, Diverger and Sequoia. The integration is set to classify, review, and analyse advice more rapidly, Fourth Line chair David Travers said. "It will also help identify exceptions, including technical and systemic advice risks, with more confidence. ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... spending puts the odds back in a retiree's favour. An example was used of a strategy PGIM head of retirement research David Blanchett created. "Blanchett studied three different drawdown strategies, fixed dollar, versus fixed percentage, versus dynamic," ...

Fraudulent property director charged

CHLOE WALKER  |  TUESDAY, 6 JUN 2023
Michael David Steele has been charged with seven counts of fraud after he misled 14 investors into using their superannuation and other savings to invest a property development. Following an investigation, ASIC is alleging that between May 2016 and ...

Future Fund adds to investment team

ELIZABETH FRY  |  FRIDAY, 26 MAY 2023
... staff to its investment team recently by recruiting Ben Griffiths, (ex-TCorp) as director of equities and Carlyle dealmaker David Bluff as head of private equity. Last week, Alexander Byrne, an infrastructure and timberland specialist also joined from ...

Former industry execs launch analytics firm

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
... launched, with a few familiar faces at its helm. In the works for some time, Jefferson & Shea Analytics brings together David Braga, Raewyn Williams and Peter Murphy, and offers a fee benchmarking service for super funds and other institutional investors. ...

David Lane to leave Perpetual

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
David Lane has revoked his decision to lead the firm's US asset management business due to personal and family reasons. In November, Perpetual revealed notional changes to its executive committee ahead of its Pendal Group acquisition, which has ...

Blackwattle Investment Partners debuts

CHLOE WALKER  |  TUESDAY, 23 MAY 2023
... Matthew Dell as executive director, and former head of investment sales at Zurich Maggie Mills as head of distribution. Ray David, Joseph Koe, Tim Riordan, Michael Teran, Robert Hawkesford and Daniel Broeren all serve as portfolio managers across Blackwattle's ...

Atrium hires abrdn wholesale lead

ELIZABETH FRY  |  FRIDAY, 19 MAY 2023
... year. In 2017, Mitchell did a stint on the Financial Services Council committee. Atrium head of client investment services David Dix welcomed Mitchell to Atrium. "Laura joins Atrium as a sales manager, where she will work with myself and our client investment ...

AMP fined $24m for charging deceased customers

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
... charging premiums and advice fees to over 10,000 superannuation accounts, during 2019 and 2020. AMP Group general counsel David Cullen said in response: "We have made strong progress in becoming a customer-focused and purpose-led organisation, and this ...

Hostplus surpasses $100bn in FUM

CHLOE WALKER  |  WEDNESDAY, 17 MAY 2023
... Less than 12 months later, it has tipped over $100 billion, held on behalf of 1.7 million members. Hostplus chief executive David Elia said it's owed to a combination of strong long-term investment returns driven by an active investment strategy, and ...