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Showing 731 - 740 of 4752 results for "TAL"

Four advice firms merge, launch Esencia

KARREN VERGARA | MONDAY, 3 JUN 2024

Four financial advice firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves ...

Koda Capital poaches five JBWere advisers

KARREN VERGARA | WEDNESDAY, 29 MAY 2024

Five JBWere financial advisers will jump ship to Koda Capital as the latter expands its presence in Melbourne. Simon Talbot spent more than 23 years at NAB's JBWere where he was most recently a director and senior wealth adviser. Elizabeth Watson joins ...

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 ...

REIT returns to come back strong: Expert

ELIZA BAVIN | WEDNESDAY, 29 MAY 2024

Real estate has not been the most sought-after asset in the wake of a higher interest rate environment globally, but times are changing according to one expert. Dexus Global REIT Fund portfolio manager David Kruth told Financial Standard that while ...

abrdn global chief executive steps down

KARREN VERGARA | MONDAY, 27 MAY 2024

The global chief executive of abrdn will step down at the end of June after four years in the top job. Stephen Bird and the board of abrdn "have together agreed that it is the right time for Stephen to hand over the reins to the team" effective June ...

How super funds could better support members: Research

ELIZA BAVIN | MONDAY, 27 MAY 2024

New research from TAL has revealed the expectations of Australians approaching retirement versus the lived experience of retirees. The research, titled What I Wish I Knew About Retirement, surveyed 1000 Australians 55 and older and highlighted the important ...

Former licensee chief takes new role

JAMIE WILLIAMSON | FRIDAY, 24 MAY 2024

Helen Blackford, formerly chief executive of Insignia Financial's licensing and professional services businesses, will now lead Nestworth Financial Strategists. Blackford has been appointed chief executive of the group, which is backed by AZ NGA. ...

Platform reveals advice firms' top issues

KARREN VERGARA | FRIDAY, 24 MAY 2024

Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ...

TCorp reorganises investment team

JAMIE WILLIAMSON | THURSDAY, 23 MAY 2024

In pursuit of a new operating structure and "simpler portfolio environment", TCorp has created four new investment roles and will farewell its head of portfolio construction and head of portfolio delivery. The investment partner of the New South Wales ...

UK forewarns Australia on wholesale test changes

KARREN VERGARA | THURSDAY, 23 MAY 2024

After recently backflipping on changing its high-net-worth investor (HNWI) tests, the UK serves as a cautionary tale for Australia as it mulls overhauling its own wholesale investor thresholds. The UK government introduced new HNWI and sophisticated ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI | 12:01PM

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI | 11:30AM

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI | 12:13PM

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI | 11:50AM

Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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