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Showing 761 - 770 of 3272 results for "Associate"

IDII pitfalls advisers should avoid

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
Financial advisers must beware the pitfalls of problematic individual disability income insurance products and avoid circumstances that could land them in trouble with the financial complaints body. As part of a panel of experts at the Association of ...

Investment consultants launch net zero scheme

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
Investment consultant firms from across the world with US$10 trillion in assets under advice have joined together to launch a global net zero initiative. JANA, Frontier, Willis Towers Watson, bfinance, Barnett Waddingham, Cambridge LCP, Meketa, Hymans ...

Metrics hires three senior leads

KARREN VERGARA  |  FRIDAY, 17 SEP 2021
Metrics Credit Partners made three senior appointments within its investments and corporate teams as it continues to grow and sharpen its focus on sustainability. Joining in August, Luke Adams is the new group treasurer for finance and fund accounting. ...

William Buck merges with sixth firm

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... audit and assurance. The merger formalised on September 13, which saw Chahin become a director of William Buck, and associate directors Dempsey Smythe and Vanessa Morrison became principals. William Buck has a wealth advisory unit, serving clients with ...

Ord Minnett names head of equities

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... he worked in small cap equity sales at capital markets and investment group CLSA for over a year and was a research associate at Commonwealth Bank for five-and-a-half years. Ord Minnett recently appointed a new state manager for Queensland and senior ...

Mason Stevens grows distribution team

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... spent over 13 years at Macquarie, starting out as a client account manager before becoming an adviser assistant and associate manager, and senior relationship manager. He spent the last three years at Macquarie as business development manager. In March ...

Criminal charges in property investor collapse

ELIZABETH MCARTHUR  |  MONDAY, 13 SEP 2021
The collapse of a property investment group, Members Alliance and Benchmark, has resulted in 72 criminal charges. Last week, Richard Marlborough, Colin MacVicar, David Domingo, Liam Young and John Ramsden appeared in the Brisbane Magistrates Court charged ...

Economic recap: Week to September 10

BENJAMIN ONG  |  MONDAY, 13 SEP 2021
The Reserve Bank of Australia (RBA) is concerned but not alarmed at the growing cases of Delta variant infections that's wreaking havoc on the lives and livelihood in Australia's two biggest states - New South Wales (NSW) and Victoria (VIC). ...

MLC bolsters private equity team

ANNABELLE DICKSON  |  TUESDAY, 7 SEP 2021
... international private equity investments. Hotaling was also an equity analyst at Paradigm Capital Management and an associate at LGT Capital Partners. Alicia Chen has been appointed as a senior associate. She was a private equity associate at AMERRA ...

How YFYS test will change currency investments

ELIZABETH MCARTHUR  |  THURSDAY, 2 SEP 2021
A panel at the Australian Institute of Superannuation Trustees (AIST) ASI 2021 conference has discussed how the Your Future, Your Super test and ESG will change funds' approaches to currency. QIC head of currency Stuart Simmons said super funds could ...