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Showing 41 - 50 of 4174 results for %22Care%22

Baby boomers turn to local private debt: Research

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... that should be considered by adviser groups who are interested in the asset class. The first aspect is fulfilling a duty of care regarding portfolio construction, while the second aspect is identifying the demographic investor profile where the money ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... their clients for more than 20 years. They offer strategic advice, specialising in superannuation, retirement planning, aged care solutions, SMSFs and risk insurance. Tailored Lifetime Solutions director David Kelsey said the decision to partner with ...

Morningstar equities research lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
The long-serving head of equities research at Morningstar has reflected on six decades in financial services in a final analyst note. Peter Warnes has been with Morningstar since 2006, however his career began long before - nabbing a role with the Bank ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... Priority Networking to our existing businesses of Accurium and (the recently announced) Solutions Centric." "The addition of the CARE SMA portfolios and the supporting client-centric advice processes provide new growth opportunities. There are material ...

Senior equity manager exits Cbus

ELIZABETH FRY  |  FRIDAY, 1 MAR 2024
A Cbus executive in charge of equity manager research and selection has departed the $85 billion industry fund. Anna Weickart confirmed to sister title Industry Moves that her role was made redundant. Weickart joined Cbus as a senior investment analyst ...

MLC Life Insurance hires from Cbus

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
MLC Life Insurance has appointed Mirella Robinson to the newly created role of chief technology officer. Robinson, who brings 20 years' experience to the role, most recently served as chief information and technology officer at Cbus. Prior to Cbus ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
Superannuation funds will have a leg up over life insurers and banks once the federal government implements its proposal to expand financial advice. This is according to industry experts who say that super funds are in good stead to bolster the availability ...

ESSSuper welcomes strategy lead

ELIZABETH FRY  |  FRIDAY, 23 FEB 2024
ESSSuper, the fund for emergency services and Victorian government employees, has hired a former UniSuper staffer as head of strategy and insights. Rosalyn deVries is taking up a senior leadership position that will be pivotal in shaping the asset owner's ...

Janus Henderson makes two senior appointments

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
Janus Henderson Investors appointed a local head of retail research for Australia and hired a sales director from T. Rowe Price. Craig McDonald was promoted to the newly created role of head of retail research for Australia, having previously served ...

Aussies want control of nest eggs: FSC

KARREN VERGARA  |  MONDAY, 19 FEB 2024
Australians want total control over how they spend their retirement savings but are willing to seek professional advice to do so, a new Financial Services Council (FSC) survey finds. The poll of 2500 superannuation members conducted by C|T Group found ...