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Showing 771 - 780 of 3276 results for "RIC"

Sydney's latest high net-worth individual

HARRISON WORLEY  |  FRIDAY, 18 JAN 2019
Sydney's HNWI community is set to welcome its latest member, after a woman suddenly became $107 million richer. A mother in her 40s will rocket into Sydney's high net-worth individual set, after she took out the division one prize in Thursday's $100 ...

Former adviser faces Supreme Court

JAMIE WILLIAMSON  |  THURSDAY, 17 JAN 2019
A former financial adviser will face ASIC in the Supreme Court of Queensland for operating an unlicensed advice business and receiving kickbacks from property developers for referring investors. The corporate regulator has commenced proceedings against ...

Principal appoints Australian country head

KANIKA SOOD  |  THURSDAY, 17 JAN 2019
A global asset manager has appointed a new country head for its $4.5 billion Australian business. Principal Global Investors Australia is welcoming Helen de Mestre in the top job. Mestre was previously a managing director, leading relationship management ...

Aussies want budget help: MoneySoft

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
An Aussie fintech says budgeting and cashflow management are more important to young people than holistic financial advice. Citing findings from ING and Rice Warner's MyGeneration report released late last year, MoneySoft today said budgeting and cashflow ...

3.5 million Aussies give financial advice to friends and family: Roy Morgan

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
Roy Morgan research shows millions of Australians are trusted advisers to their friends and family when it comes to finance and investment decisions. The research shows more than 17% of Australians are asked to advise on the financial matters of their ...

State Super CIO exits

KARREN VERGARA  |  FRIDAY, 21 DEC 2018
Richard Hedley exits after more than two years in the role. He was responsible for the design and oversight of all State Super's investment strategies, including advising on investment objectives, policies and strategic asset allocation. Hedley was ...

Former Liberal Party leader joins Islamic super fund

JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
A former Liberal Party leader has joined the board of a $250 million Islamic superannuation fund. John Hewson will join the board of Crescent Wealth as it prepares for significant growth in 2019. Hewson led the Liberal Party from 1990 to 1994. Hewson ...

Mercer names senior investment consultant

KARREN VERGARA  |  THURSDAY, 13 DEC 2018
Mercer has made a senior appointment that will help grow its investment consulting business. Rebecca Jacques joins as a senior investment consultant in the Institutional Wealth Pacific team. Jacques is the former general manager of the Australian Goals ...

Bentham AM launches mFund

KANIKA SOOD  |  WEDNESDAY, 12 DEC 2018
Richard Quin's Bentham Asset Management is launching a new mFund for its asset-backed securities (ABS) strategy as the boutique ramps up the distribution for the $130 million strategy. The now $8 billion boutique broke away from the Sydney offices ...

Challenger bolsters exec lineup

KANIKA SOOD  |  WEDNESDAY, 12 DEC 2018
Challenger has filled the role left open when Richard Howes moved to replace Brian Benari as the chief executive of the $5.6 billion company. Angela Murphy was announced as the chief executive of distribution, product and marketing this morning. She ...