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Showing 721 - 730 of 7221 results for "Record"

Forged documents see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 30 MAY 2024
... financial planner and member of the Financial Planning Association of Australia, as at the last update to his ASIC FAR record.

Schroders announces structural, leadership changes

ELIZA BAVIN  |  WEDNESDAY, 29 MAY 2024
Schroders Australia has announced a structural change to its Australian fixed income and Australian multi-asset teams. Under the changes the two teams will come together as a combined investment capability under a single point of leadership. Schroders ...

How much do you need to retire in Australia?

ANDREW MCKEAN  |  WEDNESDAY, 29 MAY 2024
... of Superannuation Funds Australia (ASFA) has revealed that the cost of funding a "comfortable retirement" has risen to a record high. ASFA said couples need $72,663 per year, while singles require $51,630 annually to experience a comfortable retirement. ...

EQT Mid-Market Growth Fund exceeds target

ANDREW MCKEAN  |  TUESDAY, 28 MAY 2024
... head Jean Salata said. "With EQT Private Capital Asia Mid-Market Growth we return to our roots. We already had the track record, local expertise, and global capabilities to identify the champions of tomorrow while they are still mid-sized. Now we have ...

Brookfield Oaktree to further democratise alternatives in Australia

ANDREW MCKEAN  |  TUESDAY, 28 MAY 2024
... providing exposure to world-class infrastructure assets or direct credit loans, leaning into institutional expertise and track record, and making that available in a friendlier structure. "We see the wealth business as an opportunity to diversify our ...

T. Rowe Price hires to strengthen adviser relationships

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... roles with BT Financial Group. Ross welcomed Banasiak to the Australian distribution team, saying she has an established record in business development and a sophisticated understanding of Australia's retail investment market. "T. Rowe Price has experienced ...

GSFM to distribute new strategy in Australia

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... for Alantra's strategies to reach a whole new market of investors through a well-connected distributor with a solid track record. "GSFM is an established funds distributor in Australia and has built a strong investor network over its lifetime. What appeals ...

KKR forms exclusive partnership with Capital Group

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... private credit can help their respective clients. Gitlin said that Capital Group has delivered a strong long-term track record of excess returns for clients, overseeing US$2.6 trillion, including US$500 billion is in public fixed income. He also said ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... business. It is clear there is strong cultural and strategic alignment between the firms, and they have an outstanding track record of supporting financial advisers," Clime chief executive Annick Donat said. She added that the two groups will work closely ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... held senior roles at ANZ in advice and lending. "Helen is an experienced wealth management executive with a proven track record of leading large teams of people, driving transformational change and delivering results," AZ NGA chief executive and Nestworth ...