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Showing 61 - 70 of 100+ results for Elizabeth McArthur

Boutique hires portfolio manager from Ausbil

ELIZABETH MCARTHUR  |  THURSDAY, 23 SEP 2021
A boutique fund manager has appointed a new portfolio manager, hiring from Ausbil's small and microcap team. Melbourne-based ICE Investors has appointed Mason Willoughby-Thomas to the position of portfolio manager within its investment team. He will ...

Why advisers must understand Retirement Income Covenant

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Challenger chair, retirement income Jeremy Cooper presented to the AFA conference, discussing the new Retirement Income Covenant and how it will impact advisers. While the Retirement Income Covenant does not apply any new obligations to financial advisers ...

YFYS will impact advisers too

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Sunsuper chief economist Brian Parker addressed the Association of Financial Advisers' annual conference to explain what the Your Future, Your Super reforms mean for financial advisers. "These reforms are really important for our members, your clients ...

Class gifts employees leave to fight burnout

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
With more research identifying the pressure put on employees by the pandemic and lockdowns, wealth technology firm Class is offering employees extra days off. The ASX-listed firm is introducing paid leave days for its staff to provide time for them ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Morningstar appointed an advice executive, who previously led Matrix Planning Solutions, to lead its research and investment advisory business lines. Rick Di Cristoforo has been appointed director of research products. In his new role, Di Cristoforo ...

Adviser overwhelm explained

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
At the Association of Financial Advisers' annual conference, general manager of policy and professionalism Phil Anderson dived into the regulatory overwhelm facing advisers. Anderson started his speech by asking, "Who is feeling overwhelmed by the level ...

Multi-boutique creates new relationships role

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
Multi-boutique fund manager Warakirri Asset Management has created a new role for research relationship management. Tim Lang steps into the newly created role of research relationship manager. He was appointed following an internal and external search ...

New super fund prepares for launch

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
Tomorrow Super is readying itself for a $5 million pre-IPO funding round, with the promise of a financial adviser friendly superannuation solution. Crescent Wealth has acquired an 8% stake in Tomorrow Super and has become the firm's maiden white label ...

ASIC worried about finfluencers

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
ASIC is concerned that Australians are turning to financial influencers for advice because professional financial advice is too expensive. New ASIC chair Joe Longo spoke at the Association of Financial Advisers' annual national conference. Longo said ...

New head of institutional at T. Rowe Price

ELIZABETH MCARTHUR  |  MONDAY, 20 SEP 2021
T. Rowe Price has appointed a new head of institutional for Australia and New Zealand, formerly of AXA Investment Managers. Craig Hurt steps into the position, effective October 5. Based in Sydney, Hurt will report to T. Rowe Price head of distribution ...