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| | | ... the team to focus more time on client outcomes and less time on managing operational complexity. Link Wealth managing director Stephen Sloane said what stood out wasn't just the quality of the business, but "the calibre of relationships" Xponential Advisory ... |
| | | | ... Scheme of Last Resort (CSLR), Life Insurance Framework (LIF) and rationalisation of the compliance regime. AIOFP executive director Peter Johnston said: "We were all impressed with the Minister's knowledge of our profession, you may recall he was ... |
| | | | ... Colonial First State, Fidelity International, La Trobe Financial, and UniSuper. Commenting, Financial Standard executive director of media Michelle Baltazar said: "The awards are a wonderful opportunity for us to showcase leaders in the industry, to ... |
| | | | ... the UK. He also took on the role of head of superannuation from February 2023. Before joining Insignia, he was managing director and head of wholesale advisory at BlackRock's local operations. Earlier, he worked for Credit Suisse Asset Management ... |
| | | | ... strength," she said. Separately, Funds SA has strengthened its board with the appointment of Sarah Pearson as a non-executive director for a three-year term. The $46 billion South Australian government-owned investment corporation has secured an experienced ... |
| | | | Pacific Equity Partners has appointed Alexander Brown as a director to spearhead the firm's expansion into retail financial adviser and direct investor markets. Brown brings 15 years of experience across financial markets, asset management and investment ... |
| | | | ... where he spent 12 months in operations roles within the Swiss bank's wealth management division. He previously held a director-level position in alternative investments operations at Credit Suisse. Before that, he worked at Intech Investments, a ... |
| | | | ... previously worked at the National Australia Bank, where he spent over 11 years in leadership roles, including regional director at NAB Private Wealth, and product manager for equities at nabtrade. Additionally, Richardson also brings valuable product ... |
| | | | ... licensing and education activities. O'Sullivan has some 20 years' experience in senior management, most recently as managing director for Affinia Financial Advisers for eight years. He has recently transitioned the licensee over to a new owner prior ... |
| | | | ... in 2014 to $148.6 billion in last year, nearly tripling over the decade, according to ASIC. Stamford Capital managing director Peter O'Connor said private credit has dominated market activity and accounts for around 17% of Australia's commercial real ... |
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