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| | | ... at domestic and international conferences and industry events. Before joining the $46 billion Adelaide-based fund, as a senior analyst, James held roles at the Victorian Funds Management Corporation focused on investment risk, and built extensive international ... |
| | | | ... count to 267. The newcomers include: Family Wealth Advisory founder and managing director Michael Bova UniSuper advice senior private client adviser Melinda Brown My Wealth Solutions director and senior financial advisers Ben Budge My Wealth Solutions ... |
| | | | ... be able to contribute to protecting and enhancing these outcomes." Dean's appointment comes as Cbus has made several senior staff redundant in pursuit of its growth strategy. Departing the industry fund for building and construction is the head of ... |
| | | | ... TAL for six years, latest as its head of product and retirement. He was previously the head of product and operations and senior product owner. Prior to TAL, Bransdon enjoyed a 10-year stint at Macquarie Group, where he was instrumental across platforms ... |
| | | | Cbus has made several senior staff redundant in pursuit of its growth strategy. The $94 billion industry fund has let go of its head of compliance, acting head of brand and marketing, head of marketing, communications, and insights, head of strategy ... |
| | | | ... trigger a review of an expenditure decision. "APRA recommends that trustees obtain a yearly attestation from accountable senior executive management that they are taking reasonable steps to the meet expenditure management requirement, and that controls ... |
| | | | ... positively for its culture or ability to retain key talent as things stand," Morningstar said. The research house added that senior team turnover comes at a time when Cbus' board has been caught by its limited independence and strong union affiliations ... |
| | | | ... announced he would be stepping down after more than 22 years with the firm. Felsman has been with CommSec since 2017 as senior economist. Prior to that he worked at Colonial First State holding several positions including as an economist and investment ... |
| | | | ... bonds and derivatives specialist Ardea Investment Management, where he ran client management. Before that, he served as the senior institutional business development manager at Fidante Partners. Previously, he spent 12 years at Challenger, which bought ... |
| | | | ... warned financial advisers of their responsibilities to manage conflicts of interest under the Conflicts Priority Rule. AFCA senior ombudsman for investments and advice Alex Sidoti said the Conflicts Priority Rule under 960 1J of the Corporations Act ... |
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