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Showing 741 - 750 of 3272 results for "Associate"

Willis Towers Watson expands investment team

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 NOV 2021
... She is an actuary and has been with WTW for 13 years. Grace Szeto has joined the manager research team in Sydney as associate director. She was previously responsible for the manager research and portfolio management component of Christian Super's alternative ...

Active Super adds board director

JAMIE WILLIAMSON  |  THURSDAY, 11 NOV 2021
The $14 billion industry superannuation fund will welcome a new board director next month, appointed to a four-year term. Liverpool City Council's Nathan Hagarty will join Active Super's board on December 5 as an employer-nominated director. ...

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
The founder and chair of a licensee will step down from executive duties at the end of the year. Fortnum Private Wealth announced that Ray Miles will retire but will continue serving as non-executive chair. He will provide counsel to the board and leadership ...

TelstraSuper releases retirement income solution

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
TelstraSuper has launched its version of a retirement income product that has a flexible cash allocation feature. The new Lifestyle investment options aim to generate consistent income and tax efficiencies, grow and preserve capital, and manage retirement-specific ...

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
The second winner of the Gwen Fletcher Memorial Award for 2021 has been announced by the Financial Planning Association of Australia (FPA). Sydney-based financial adviser Susan Buda of Brady & Associates Financial Advisers has taken home the award. ...

Super advice gains traction: Research

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... client satisfaction with their adviser and super fund representative across all 18 key service metrics, Investment Trends associate research director Kurt Mayell said. Consequently, loyalty among satisfied advised clients has grown to a score of 75% ...

FPA launches female mentoring program

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
... planning." Mentors can be male or female members of the FPA with at least three years of experience in client service or associate adviser roles, paraplanning, business development, compliance, practice management and advice roles. "For mentees, it's ...

CBA pleads guilty to selling junk insurance

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
Commonwealth Bank pleaded guilty to 30 criminal charges relating to misselling consumer credit insurance. The charges were brought by ASIC and relate to CBA's promotion and sale of CreditCard Plus and Loan Protection policies as an add-on insurance ...

Former Women in Super chief joins AIST

ANNABELLE DICKSON  |  FRIDAY, 29 OCT 2021
... and sovereign wealth funds. Buckley was also a private banking relationship manager at Coutts and a foreign exchange associate at Banco Atlantico. "Sandra joins AIST at an important period in the superannuation industry's growth. Increased expectations ...

Crypto mining ETF launches

ANNABELLE DICKSON  |  THURSDAY, 28 OCT 2021
Following the launch of other crypto themed ETFs, Cosmos Asset Management has joined the party and launched a digital mining fund. The Cosmos Global Digital Miners Access (DIGA) launched on the Chi-X today and aims to provide investors with access to ...