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Showing 51 - 60 of 2343 results for "James"

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... longer-term lifestyles, not to maximise the wealth they can pass on," Stephan Independent Advisory director and financial adviser James Stephan reinforced. A final lever that can be pulled to shore up retirement finances is to either delay imminent retirement ...

Tyndall launches Aussie small cap fund

JAMIE WILLIAMSON  |  THURSDAY, 18 MAY 2023
... was incepted in March and is managed by deputy head of Australian equities Tim Johnston and portfolio manager and analyst James Nguyen. "Tim and James are outstanding portfolio managers in their own right, and we're delighted to be bringing a new ...

Finfluencers bridge financial advice gap

KARREN VERGARA  |  THURSDAY, 18 MAY 2023
... Scully recently linked with Devine, Queenie Tan with 117,000 followers, and creator and host of My Millennial Money Glen James. Phil Muscatello, the host of Shares for Beginners, also sits under Life Sherpa's umbrella. "Expanding to collaborate with ...

Liverpool Partners invests in AI

CHLOE WALKER  |  TUESDAY, 16 MAY 2023
... Simplyai. As part of the deal, former Seven Group Holdings group chief operating officer and Accenture Digital managing director James Scott will join Simplyai as its new chair. Already, he serves as chair of Liverpool's technology portfolio company ...

Packer donates $7m to mental health research

CHLOE WALKER  |  TUESDAY, 16 MAY 2023
The gift will accelerate mental health research and establish the James Packer Chair in Mood Disorders at the University of New South Wales (UNSW). The gift, jointly funded by Packer and The Packer Family Foundation, will see the professorial chair ...

PGIM buys majority stake in Deerpath Capital

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
... mezzanine, energy mezzanine and sustainable power investment platforms. Dickson will collaborate with Deerpath co-founders James Kirby and Tas Hasan, who will continue to manage the business as chief executive and chief operating officer, respectively. ...

High Court rejects Mayfair 101 plea

JAMIE WILLIAMSON  |  MONDAY, 24 APR 2023
Mayfair 101's James Mawhinney has seen his High Court appeal rejected, allowing ASIC's case against him to be retried in the Federal Court. In October 2022, the Full Federal Court ordered a retrial after it found ASIC's original case against Mawhinney ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... Viridian has acquired Enlightened Financial Solutions, founded by chief executive and Financial Standard Power50 adviser James Wortley. While owned by Viridian, Enlightened Financial Solutions will continue under its existing brand. As part of the deal ...

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
... role after Ben Marshan left the post in March. Joining the FAAA board as directors from the FPA are Diana D'Ambra, Kearsten James, William Johns, Jade Khao, Julie Matheson, Angela Martyn and Julian Place. From the AFA, Katherine Hayes, Patricia Garcia ...

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... selloffs and the "short-term noise". Magellan's troubles, for example, began in late 2021 when institutional shareholder St. James' Place yanked $23 billion from a pool $113.3 billion. At the end of February, it was left with $45.4 billion. This time ...