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Showing 631 - 640 of 1072 results for "40:40 Vision"

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
A trustee business linked to several of Australia's newest superannuation funds has acquired a non-aligned boutique financial advice group. As part of its ongoing expansion strategy, Trustee Partners has acquired Madison Financial Group from PHAROS ...

OneVue to create digital community via acquisition

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
OneVue acquired an online education platform for both financial advisers and consumers as part of a wider strategy to better connect the advice and funds management industries with investors. OneVue has bought digital distribution and education platform ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
A self-managed superannuation industry stalwart has taken on a board advisory role with a boutique funds management firm. Former SMSF Association chief executive Andrea Slattery will advise the board of fund manager and individually managed account ...

Industry fund adds board director

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
A $9.2 billion industry superannuation fund appointed a new board director. Vision Super welcomed Australian Services Union executive president Lisa Darmanian in March, bringing the number of women on its board to four. "Lisa brings valuable experience ...

Perpetual GM joins Evans Dixon ahead of IPO

ALEX BURKE  |  THURSDAY, 29 MAR 2018
Evans Dixon has appointed an institutional funds executive from Perpetual. Andrew Cannane was previously on the leadership team for Perpetual's corporate client services team, which provides wholesale trustee and custodial services for managed funds. ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
A Melbourne-based financial adviser is building out her own practice, joining the Elders Financial Planning dealer group. Becoming the 24th practice to join Elders since 2016, Marlene Zwarts has moved from a Millennium 3 firm to build out her own business ...

Trustee of the Year named

JAMIE WILLIAMSON  |  THURSDAY, 15 MAR 2018
... the UN's Principles for Responsible Investment. Emslie has also previously served as a director of CareSuper (2004-2012), Vision Super (1998-2012) and VicSuper (2001-2009). "Angela has been a passionate advocate for super fund members and the profit-to-member ...

AIST names Governance Code panel

JAMIE WILLIAMSON  |  THURSDAY, 15 MAR 2018
A former APRA general manager will chair the Australian Institute of Superannuation Trustees' new Governance Code Monitoring Panel. Greg Brunner has been appointed to chair the panel that will oversee the Governance Code coming into effect on July 1 ...

Regulatory disruption hampers long-term vision for super

JAMIE WILLIAMSON  |  WEDNESDAY, 14 MAR 2018
Superannuation industry professionals must maintain focus on achieving the best outcomes for members, despite the seeming lack of long-term vision for the future of the $2.6 trillion system. That was the message delivered by Australian Institute of ...

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
A blockchain-based private wealth platform that created China's first robo-advice solution appointed an ASX-listed corporate advisory firm for its initial coin offering (ICO). Bankorus, which now advises more than 200,000 high-net-worth investors representing ...