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| | | ... increase client allocations to the asset class, second only to fixed income (41%), the study found. Fidante Affiliates general manager Evan Reedman said diversification is still at the forefront of advisers' mind. "Advisers are responding to high ... |
| | | | ... their climate activism violated antitrust laws and caused reduced coal production and higher energy prices. Texas Attorney General Ken Paxton filed a case with the Federal Court in Tyler, Texas, claiming the institutions "conspired to artificially constrict ... |
| | | | ... scheduled for May 2025, it flagged. "As part of this transition, Insignia Financial has also moved the Corporate and MLC general ledger to Workday, upgraded its infrastructure and applications, enhanced system performance and uplifted security and monitoring ... |
| | | | ... arrangement that is not an ongoing fee arrangement (non-ongoing fee arrangement) to a member's superannuation account". General advice costs cannot be charged to a member's superannuation account under a fee arrangement and the personal advice costs ... |
| | | | ... dealer groups, private wealth firms, family offices, chief investment officers, endowment funds and wholesale investors. General manager of funds management and operations Mark Lumby is delighted to have Wares on board, reiterating Wares' "extensive ... |
| | | | JANA Investment Advisors has appointed a general manager of technology and data to lead its IT and data management strategy. Enda Mahoney, who has been with Ignition Advice for a little over a year as its chief platform and technology officer, has taken ... |
| | | | Work-related training is declining in Australia, despite it bringing higher incomes for workers and increased productivity for employers, the Committee for Economic Development of Australia (CEDA) has found. CEDA analysis of HILDA data shows workers' ... |
| | | | Following its recent action against Cbus, ASIC has warned all super trustees to ensure they are processing death benefit claims efficiently, saying it has seen "consistently weak" practices and "operational failures." ASIC has put super funds on notice ... |
| | | | ... August 2024. Before he was an advocate for workers' entitlements, Jason was a commercial builder and is currently the General Manager of operations at the Canberra Tradesman Union Club," Cbus said. Weber is a qualified lawyer and has more than 17 ... |
| | | | A former NAB Asset Servicing executive is taking over as general manager, superannuation at Fiducian. Jonathan Green commenced in the role yesterday, replacing Ross Martin who is due to retire. Green brings more than 35 years' experience in financial ... |
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