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Showing 541 - 550 of 3272 results for "Associate"

Aware Super executive to start boutique

ELIZABETH FRY  |  FRIDAY, 10 MAR 2023
... direct equities and portfolio manager Tim Riordan has left the superannuation fund. Going with him is Mike Teran, an associate portfolio manager. The duo ran the super fund's Midcap Australian Equities Fund for the last three years, although Riordan ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... Financial Services (StatePlus) and worked as a lecturer at the University of Western Sydney. He also worked at KPMG as an associate director of wealth management advisory. "I couldn't think of a better job, and it's been an honour to lead the FPA's ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... overwhelming. Financial advisers can play a critical role, guiding clients to the right outcome." Tribeca Financial associate adviser Ellen Stoncius says advisers should be mindful of unique financial challenges women face when providing advice. This ...

Corporate fund transfers members to ART

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2023
Recently announcing it has two mergers on the cards, Australian Retirement Trust (ART) has confirmed it is also in the final stages of taking on the corporate fund of a global IT giant. ART is undertaking a successor fund transfer with Oracle Superannuation ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
The NASDAQ-listed group that owns Escala Partners and several other local advice businesses has been acquired by a private equity firm for more than US$7 billion. Focus announced at the beginning of February that it was considering an offer to be acquired ...

Investec Property Fund, Irongate Australia in new JV

CHLOE WALKER  |  FRIDAY, 3 MAR 2023
The South African property giant has announced a 50/50 joint-venture with Irongate Australia, leading to a buyout of the latter's funds management operations from Charter Hall. The agreement includes the Irongate Australia Fund Management team ...

Bridgewater to restructure, pushes for global expansion

ANDREW MCKEAN  |  THURSDAY, 2 MAR 2023
Bridgewater Associates has announced a restructuring plan that includes cutting 100 jobs as it seeks to expand globally and invest more in artificial intelligence (AI) technology. The job cuts will affect approximately 7.7% of Bridgewater's workforce ...

Optimum Pensions urges super trustees to insure mortality risk

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
Optimum Pensions has urged super trustees to insure life expectancy and mitigate mortality risk to meet Retirement Income Covenant objectives. Optimum Pensions' ' The difference between insured and uninsured retirement products ' whitepaper said trustees ...

Equity Trustees records solid 1H23 result

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
Equity Trustees investors will receive an interim dividend of 49c a share after it reported a 12% increase in revenues for the first half, helped along by the acquisition of Australian Executor Trustees. EQT recorded $62.8 million in revenues, up 12.3% ...

abrdn terminates funds amid transition

JAMIE WILLIAMSON  |  MONDAY, 20 FEB 2023
abrdn is terminating five funds as part of the consolidation of the local business, key to which is its recent partnership with SG Hiscock. The fund manager has confirmed it will terminate a raft of funds on or around March 15, including some of its ...