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Showing 571 - 580 of 1172 results for "Chloe"

Pension fund buys up iconic Aussie vineyards

CHLOE WALKER  |  TUESDAY, 29 NOV 2022
A major Canadian pension fund has acquired 35 vineyards from Australia's largest family-owned wine company, Casella. Through its subsidiary Southern Premium Vineyards (SPV), the Canadian pension fund manager Public Sector Pension Investments (PSP) owns ...

Bahamian firm joins Future Gen portfolio

CHLOE WALKER  |  MONDAY, 28 NOV 2022
Holowesko Partners has been added to Future Generation's global investment portfolio. Holowesko Partners was founded in 2001 by Bahamas-based Mark Holowesko, who previously served as director, chief investment officer and director of research Franklin ...

JANA appoints general manager, strategy

CHLOE WALKER  |  MONDAY, 28 NOV 2022
Lauren O'Neill has been named as JANA's new general manager, strategy and innovation, replacing Georgina Dudley, who will become chief executive in December. O'Neill currently serves as JANA's head of client development, bringing over 20 years' experience ...

AXA IM Alts launches BTR strategy, partners with NHFIC

CHLOE WALKER  |  FRIDAY, 25 NOV 2022
AXA IM Alts will offer social and affordable built-to-rent housing through a partnership with St George Community Housing (SGCH) and the National Housing and Finance Investment Corporation (NHFIC). AXA IM Alts' strategy is supplemented by funding from ...

Chuck out Chapter 7: Broome

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
Ex-FPA chair Marisa Broome believes that when it comes to regulation for advisers, Chapter 7 of the Corporations Act is not fit for purpose. Addressing the crowd at the FPA Congress 2022, Broome said that for 90% of what she does as a planner, she doesn't ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ...

Financial planning avatars are the future

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
Alongside a panel of experts at the FPA 2022 Congress held in Sydney, FPA chief executive Sarah Abood was asked what she expects the advice sector to look like in 2023, and her answer involved the metaverse. "I'm an optimist when it comes to technology ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
According to social researcher Michael McQueen, the trends that will be game changers, not just for financial planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era. "In ...

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
The Financial Planning Association of Australia (FPA) announced the winners of the 2022 FPA Awards and the Gwen Fletcher Memorial Award at the FPA Professionals Congress in Sydney yesterday. Now in its 10th year, the FPA Awards recognise individuals ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
A panel session at the FPA Professionals Congress in Sydney has heard of some of the challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela ...