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Showing 51 - 60 of 486 results for "Kev"

California to mandate personal finance studies

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
The US state is spending big on financial education and is close to mandating personal finance courses for high school students in a bid to combat financial illiteracy. Assembly Bill 984, introduced by assembly member Kevin McCarty on February 15, would ...

Prime Financial acquires SMSF administrator

CHLOE WALKER  |  TUESDAY, 4 OCT 2022
In a critical step in its ambition of becoming Australia's premier B2B SMSF administrator, Prime Financial Group has acquired Gold Coast-based SMSF Administrator Intello. The acquisition will see Prime Financial Group's SMSF division represent approximately ...

What's missing for advisers: Atchison Consultants

ANDREW MCKEAN  |  MONDAY, 22 AUG 2022
According to Atchison Consultants principal Kevin Toohey, financial advisers have a unique challenge in applying a passive, broad-based approach to constructing the defensive part of a client's portfolio. Referring to the composition of the Bloomberg ...

Russell Investments chief executive announces departure

CASSANDRA BALDINI  |  FRIDAY, 5 AUG 2022
Russell Investments chair and chief executive Michelle Seitz plans to step down by year end. Seitz held the role for five years and will work with Russell's' board and leadership team to transition smoothly. The company said it's hired a recruitment ...

Josh Frydenberg joins Goldman Sachs

JAMIE WILLIAMSON  |  THURSDAY, 21 JUL 2022
The former Treasurer is joining the institution as senior regional adviser for Asia Pacific. Following his election defeat in May, Frydenberg abandoned his political career. Announced this morning, his role with Goldman will see him leverage his "deep ...

LGT Crestone hires head of sustainability

RACHEL ALEMBAKIS  |  FRIDAY, 15 JUL 2022
LGT Crestone has hired Amanda MacDonald as head of sustainability, joining from Perpetual Private. MacDonald reports to LGT Crestone Wealth Management's deputy chief investment officer Kevin Wan Lum. She is tasked with managing LGT Crestone's ...

Akambo grows leadership team

CASSANDRA BALDINI  |  THURSDAY, 14 JUL 2022
Akambo Financial Group has appointed Michael Happell as its non-executive chair and Kevin White as non-executive director to the board of its holding company. The integrated financial services business recently merged with the well-established wealth ...

Alternatives guru departs ART

ELIZABETH FRY  |  FRIDAY, 20 MAY 2022
Bruce Tomlinson has left his job as a senior portfolio manager at the Australian Retirement Trust. For nearly 15 years, Tomlinson headed up alternative strategies at Sunsuper which recently merged with QSuper to create a $230 billion megafund. Before ...

NZ Super Fund hires from ART

ELIZABETH FRY  |  FRIDAY, 13 MAY 2022
Australian Retirement Trust has confirmed that Kevin Wong is leaving the $230 billion super fund to join NZ Super Fund. Wong who has served as the portfolio manager for dynamic asset allocation will join the Kiwi sovereign wealth fund as a senior investment ...

Crestone appoints deputy chief investment officer

JAMIE WILLIAMSON  |  WEDNESDAY, 27 APR 2022
The former chief investment officer of Energy Super joined the investments team at Crestone Wealth Management this week. Kevin Wan Lum taken up the post as deputy chief investment officer at Crestone, reporting to chief executive Michael Chisholm. He ...