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Showing 61 - 70 of 20408 results for "Business"

Perpetual reveals new leadership structure

JAMIE WILLIAMSON | FRIDAY, 8 NOV 2024

... sees the departure of its chief risk and sustainability officer. As it gears up to become a standalone asset management business following the sale of its wealth management and corporate trust operations to KKR, Perpetual is consolidating its international ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON | THURSDAY, 7 NOV 2024

... Meantime, Mutual Trust head of South Australia Brad Simmons said the group has identified several major tailwinds for the business. "As families face the challenges of intergenerational wealth, such as the sale of a long-held family business, the unbundling ...

US election: Global investors fear inflation boom

ELIZA BAVIN | THURSDAY, 7 NOV 2024

... been cautious leading up to the election, so more clarity on policy may prompt them to rebuild inventories and step-up business spending. The potential for further corporate tax cuts and for the Fed to ease monetary policy would also be tailwinds."

Fidelity makes key sales appointments

ELIZABETH FRY | WEDNESDAY, 6 NOV 2024

... across the wholesale channel. She will also report to Glazier. Jackson has been with the firm for 16 years, working as a business manager in the Queensland office. "These appointments will support Fidelity International's strong client focus on client ...

Advisers count on specialist advisers: Survey

KARREN VERGARA | WEDNESDAY, 6 NOV 2024

... The research found that on average, advisers were saving more than 22 hours per week by using managed accounts in their business.

Australian Unity offloads banking business

ELIZA BAVIN | WEDNESDAY, 6 NOV 2024

Australian Unity has announced the sale of its banking business to Bank Australia, with the transfer set to be complete in late 2025. Under the agreement, Bank Australia will acquire Australian Unity banking customers and their existing loans, credit ...

Asena Family Office adds chief investment officer

ELIZABETH FRY | TUESDAY, 5 NOV 2024

... on the debt capital markets. The newly minted investment chief worked as a portfolio manager with the asset management business for five years. Before that, he served as a research director at Morningstar Australia, focusing on listed debt and equities ...

AI use limited but take up rises among advisers

KARREN VERGARA | TUESDAY, 5 NOV 2024

While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...

Liberal MP calls for SoA replacement

KARREN VERGARA | TUESDAY, 5 NOV 2024

Liberal MP Bert van Manen is calling for the Record of Advice (RoA) to replace the Statement of Advice (SoA) and has introduced the proposed changes in a bill to parliament. Federal member for Forde, Bert van Manen, yesterday introduced the Corporations ...

AllianceBernstein managing director departs

ELIZA BAVIN | TUESDAY, 5 NOV 2024

... will leave the investment firm. Karp has been with the firm for close to 24 years. Prior to that he held roles at AXA as business manager - Australian equities and alternative investments, Deutsche Bank as associate director, fixed income sales and Fergusson ...

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Keystone Asset Management to be wound up

JAMIE WILLIAMSON

Keystone Asset Management will be liquidated, as ASIC investigates exactly what's happened to funds invested in the Shield Master Fund.

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN

Alan Oster will retire from NAB after 32 years in the chief economist role, with Sally Auld set to replace him - creating another open position at JBWere.

Praemium partners to bring structured products to HNWIs

MATTHEW WAI

Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients.

Nuveen extends private credit fund to Australian investors

ELIZA BAVIN

The global asset manager's private credit income fund will now be available to Australian wholesale investors.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

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Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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