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Showing 591 - 600 of 4724 results for "Jon"

IOOF continues organic growth trajectory

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
... organisations, with Australian Executor Trustees (AET) the appointed trustee for the majority of A1WA's advisory clients... Jon Morris, managing director and majority shareholder of A1WA, will remain with the business for an initial period of 12 months ...

Super funds suit up for Royal Commission

KARREN VERGARA  |  MONDAY, 6 AUG 2018
The financial services Royal Commission will put Australia's $2.6 trillion superannuation system under the spotlight over the next two weeks and legal experts say a key question is whether conflicts of interest are influencing super funds and letting ...

Zuper opens its doors

KARREN VERGARA  |  FRIDAY, 27 JUL 2018
... millions of young disengaged Australians with their superannuation, Zuper was founded in early 2017 by chief product officer Jon Holloway, creative adviser Eran Thomson and chief executive Jessica Ellerm. Zuper's approach is backed by research it ...

Advice firm partners for lending expertise

JAMIE WILLIAMSON  |  TUESDAY, 24 JUL 2018
A boutique financial advice business is expanding its service offering by way of a strategic alliance with a Sydney-based brokerage firm. Cardena Private Wealth and Thyme Financial Group are joining forces to provide Cardena clients with access to specialist ...

New S&P indices factor in future carbon price risks

KANIKA SOOD  |  WEDNESDAY, 18 JUL 2018
S&P Dow Jones has launched 12 new indices that will adjust valuations of companies included in some of its established indices, to account for the future impact of carbon prices on stock prices. The S&P carbon price risk adjusted indices will be constructed ...

Real estate investment veteran to depart

HARRISON WORLEY  |  MONDAY, 16 JUL 2018
The head of strategic partnerships at a $60 billion real estate investment manager will retire at the end of the year, bringing a 40 year career at the firm to a close. Ian Mackie is set to retire from LaSalle Investment Management at the end of this ...

MLC Life recruits head of underwriting

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
MLC Life Insurance appointed a 30-year industry veteran as its new head of underwriting. Mick Jones will join MLC in August and report to chief underwriter and head of new business Debbie Kennedy. He will be responsible for leading the underwriting ...

Former Magellan research head joins boutique

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
Former Magellan portfolio manager and head of research Nikki Thomas is joining a boutique manager. Thomas is joining Alphinity Investment Management as a global portfolio manager. The firm is partly owned by Challenger's boutique business Fidante. ...

BNP Paribas wins $378bn admin mandate

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
... will not impact the Australian operation, which doesn't not have a fund operations unit here. DWS chief operating officer Jon Eilbeck said "transferring services, such as fund administration, to outside vendors is part of an overall program to improve ...

SSGA appoints APAC managing director

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
State Street Global Advisors has appointed a managing director and head of capital markets for EMEA and APAC. Marcus Miholich will be based in London. In a 20-year long career he has worked in senior positions in sales and trading at Merrill Lynch ...