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Showing 41 - 50 of 278 results for "Pinnacle"

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
... award is a pivotal moment in his professional journey. "This recognition is a real honour and I see it as symbolising the pinnacle of my formal education. Financial planning is about helping people navigate some of the most important decisions of their ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
... AccountantsIQ founding director Bronny Speed said. "The SMSF Association's SMSF Specialist Advisor program (SSA) remains the pinnacle of specialist SMSF education within the sector, and completion of this course has been recognised as a credit towards ...

Fitzpatricks appoints new chief

KARREN VERGARA  |  WEDNESDAY, 4 SEP 2024
... Wildflower Capital and the managing director of Cottesloe Consulting Group. He was the director of retail distribution at Pinnacle Investment Management for less than a year and prior to that was the founding partner and managing director of Winston ...

CFS reviews Ironbark mandate

KARREN VERGARA  |  TUESDAY, 3 SEP 2024
... recently decided to sever ties with Royal London Asset Management (RLAM), whose former investment team left to set up a new Pinnacle Investment Management affiliate. Upon receiving news the global equities team will leave RLAM to join Pinnacle in May ...

Pinnacle FUM soars 20%, introduces new boutique

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
Pinnacle Investment Management's affiliates reported a 20% jump in funds under management (FUM) as it welcomes Life Cycle Investment Partners to the fold. The multi-boutique reported total FUM of $110.1 billion at the end the 2024 financial year. ...

AMP product chief jumps to Perpetual

ELIZABETH FRY  |  FRIDAY, 26 JUL 2024
... management business for ten years - has all but retired from the industry, Having finished up at Perpetual, she has joined Pinnacle fund services' compliance committee on a part-time basis. It is understood she flagged her intention to retire late ...

Maple-Brown Abbott sells to Antipodes

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2024
... committed to building an enduring, diverse, and scalable investment management platform, alongside clients, staff, and the Pinnacle Group." Meantime, Maple-Brown said: "The Maple-Brown family, as majority owners of MBA, is proud of what the business ...

Palisade Real Assets wins mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
... platform," she said. Launched in 2021, Palisade Real Assets is a subsidiary Palisade Investment Partners, which is part of Pinnacle Investment Management's stable.

Pinnacle backs fledgling UK boutique

KARREN VERGARA  |  FRIDAY, 3 MAY 2024
After ditching Royal London Asset Management (RLAM), the former global equities team is joining Pinnacle Investment Management as a fledgling affiliate. RLAM head of equities Peter Rutter and several of his global equities team members have sought refuge ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... management and earnings for most asset managers. "Better performing and more diversified firms, such as Challenger and Pinnacle, are likely to enjoy a swifter recovery in flows and earnings relative to their peers. Some others may need to enhance profitability ...