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| | | Valuations for financial advice firms have increased in the year to June, defying expectations that inflation and wider economic conditions would dampen demand and prices. The findings are based on Radar Results' latest data, which saw a 6% to 11% increase ... |
| | | | The Financial Industry Community Aid Program's much-loved Rockstar event is returning in 2023 after four long years. This year, FICAP's Rockstar event will be held on July 27 at Mary's Underground and all proceeds will go to new charity ... |
| | | | ... contact for broker dealing outsourcing, correspondent banking, and cash management and liquidity solutions. Wootton will cover South Asia and Pacific regions. He'll be responsible for derivatives and execution clearing, digital, global custody, and local ... |
| | | | ... Australia, saying that it negotiated 10 policy changes to the benefit of members and at no extra cost. Changes to death and TPD cover include replacing the two-year pre-existing condition exclusion with 30 consecutive days of employment from start of ... |
| | | | ... team changes to defensive assets and private markets, reflecting a shift in focus. The asset consultant will continue to cover bonds, currency and derivatives and expects to devote more resources to those asset classes. Iain McMahon will head up this ... |
| | | | ... direction, which is up. "Some of the smaller entities will not, I might suggest, be able to have the systems and controls and cover operational risk in the future, with the same degree of investments as larger entities," she said. "In putting all these ... |
| | | | Addressing the crowd at the International Congress of Actuaries 2023, Australian Retirement Trust (ART) strategist, asset and liability management Kathryn Spragg said the super system needs alternative measures to start looking at retirement products. ... |
| | | | Muzinich and Co is rolling out its MLoan fund to Australian investors, expected to be available in July. MLoan, which replicates Muzinich's parallel lending strategy launched in 2018, invests predominately in private European senior secured, floating ... |
| | | | Spirit Super has corrected a non-compliance issue, amending its process for monitoring the use of reserves to cover expenses that exceed the fees and costs charged to members. Last month, the industry fund acknowledged that it had inadvertently omitted ... |
| | | | Tim Snelgrove has been appointed investment director and will report into chief investment officer Sarah Shaw. Snelgrove will be based in Sydney and brings 14 years of experience in financial services to the role, including 12 years in globally listed ... |
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