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Showing 731 - 740 of 3272 results for "Associate"

Iress to take admin reigns at ESSSuper

JAMIE WILLIAMSON  |  FRIDAY, 3 DEC 2021
After more than two years in the making, ESSSuper will officially cease as its own administrator in March 2022 and hand the function over to Iress. ESSSuper and Iress have been working together since late 2019 on Project Voyager, a strategic initiative ...

FPA overcharges members

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... Professional pays $895 per financial year plus a $200 advertising levy. A financial planner pays $595 p.a. while an associate pays $495 p.a. An Association of Financial Advisers member with more than three years' experience is charged $840 annually. ...

Tribeca Financial acquires advice practice

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... found Tribeca to be the right fit. Fradley confirmed that all his clients will move over with him to Tribeca, as will an associate. Fradley established Lime FP in 2015. Prior to that, he was a senior financial planner at NAB. Following six years of 60-80 ...

Industry fund chief steps down, successor named

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
The longstanding chief executive of $26 billion industry superannuation fund Spirit Super will step down in the new year, with a QSuper executive to take up the role. Spirit Super's Leeanne Turner will step down as chief executive in early 2022 ...

Rest hires from MLC Asset Management

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
The $65 billion industry superannuation fund has welcomed a head of investment product and communications who has previously held roles with MLC Asset Management and BlackRock. Lydia Vitalis joined Rest this month in the newly created role, having spent ...

Advisers optimistic for 2022: Research

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
... they invest client portfolios. "COVID-19 asset allocation changes are not expected to be enduring," Investment Trends associate research director Kurt Mayell said. "Only one in five financial advisers believe that changes they've made to their process ...

Packhorse names ESG head

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
... at the forefront of operations, while generating consistent and sustainable returns for investors. She is a research associate in managing for resilient landscapes at Queensland University of Technology's Centre for Agriculture and Bioeconomy. She project ...

Pella Funds Management adds to advisory board

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... the University of Chicago, co-director of the e61 Institute, an editor of the Journal of Political Economy, Research Associate at the National Bureau of Economic Research, research fellow at the Institute for Fiscal Studies, and economic consultant at ...

Morrison & Co launches new fund

ELIZABETH MCARTHUR  |  TUESDAY, 23 NOV 2021
H.R.L. Morrison & Co has launched a new open-ended global infrastructure fund. The Morrison & Co Infrastructure Partnership ('MCO IP'), securing more than US$3 billion in fund commitments and co-investment capital from anchor investors on its ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
The ASX-listed wealth group is expanding its offering, obtaining a new general insurance AFSL and acquiring the customer book of a brokerage firm. Sequoia Financial Group has acquired the customer book of Tag Insurance Brokers, its associated business ...