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Showing 681 - 690 of 4131 results for "Rob"

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... streamlining workflows to help advisers manage client relationships, portfolios, and administrative tasks. GBST chief executive Rob DeDominicis told Financial Standard the platform, along with its financial services component, attracted GBST to WealthConnect ...

Wealth inequality divides Australia: Research

KARREN VERGARA  |  TUESDAY, 2 MAY 2023
Rich Australians who possess $1.9 million on average make up nearly two thirds of total household wealth, a new study finds. A new paper from the Actuaries Institute, Not a level playing field, examined the wealthiest and poorest 20% of the population ...

MA Financial acquires US credit manager

CHLOE WALKER  |  TUESDAY, 2 MAY 2023
The listed fund manager is entering the US credit market through a buyout of New York asset manager Blue Elephant Capital Management (Blue Elephant). MA Financial is paying about $7.5 million for Blue Elephant, which was founded in 2013 and manages ...

Lincoln International, Miles Advisory enter strategic partnership

CHLOE WALKER  |  THURSDAY, 27 APR 2023
... Partners team to deliver even broader cross-border solutions for our respective clients," Lincoln International chief executive Rob Brown said. "As the leader in advising on private equity exits globally last year, we are confident that our global reach ...

Perpetual progresses Pendal integration

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... these businesses together will help better navigate the current environment," Perpetual chief executive and managing director Rob Adams said.

SMSFs weather market storms: Report

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
A joint research venture between the SMSF Association and the University of Adelaide's International Centre for Financial Services (ICFS) has found SMSFs outperformed the APRA-regulated fund sector during the 2020 market contraction but underperformed ...

Regal names investment director

KARREN VERGARA  |  FRIDAY, 14 APR 2023
... Myer steps into the newly created role of investment director for family office and private clients. Myer works alongside Rob Saunders, who is Regal's head of distribution, and Rebecca Fesq, who leads client business and strategic partnerships. Myer ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
A new industry association founded by four digital advice providers has been initiated to support the Quality of Advice Review (QAR) proposed reforms and serve as a united voice before government. The founding members and representatives of the body ...

Digitisation an immediate area of growth: Fund manager

CHLOE WALKER  |  THURSDAY, 6 APR 2023
When it comes to deploying capital in a turbulent global market, EFGAM New Capital's senior portfolio manager Jonathan Rawicz has his eye on the AI universe. Speaking with Financial Standard, Rawicz said the drive to digitisation is one of the biggest ...

RFI Global takes on DBM's Atlas division

CHLOE WALKER  |  WEDNESDAY, 5 APR 2023
Two Australian financial services data and insights firms have joined forces, following the acquisition of DBM Atlas by RFI Global. Founded in Melbourne, DBM Atlas, a subsidiary of the Illuminera Group, is a local specialist in research and insight ...