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Showing 791 - 800 of 3272 results for "Associate"

Redpoint launches equity income fund

KARREN VERGARA  |  WEDNESDAY, 4 AUG 2021
Boutique Redpoint Investment Management has launched a fund targeting strong dividend-paying Australian companies. The Redpoint Australian Equity Income Fund aims to outperform the S&P/ASX 200 Accumulation Index (Total Return) over a three to five-year ...

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
The research house has hired an associate director, focused on the direct wealth space. Kurt Mayell joined Investment Trends on August 2. Mayell will lead a team of analysts focused on providing actionable market insights, competitive intelligence ...

Vision Super seeds emerging market debt fund

ANNABELLE DICKSON  |  MONDAY, 2 AUG 2021
The $12.2 billion industry super fund is the first institutional investor in Principal Global Investors' new emerging market debt fund. The Emerging Market Debt Total Return Fund will be managed by its internal manager Finisterre Capital and is designed ...

T. Rowe Price names chief executive

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
T. Rowe Price's group chief investment officer will succeed its outgoing chief executive Bill Stromberg at the end of the year. Rob Sharps is currently president, head of investments and a member of the firm's management committee in addition to his ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
... trusts and philanthropy team. Schell was previously a financial adviser at TruWealth Advice and a senior dealer assistant/associate adviser at Morgan Stanley and also at E.L. & C. Baillieu. Prior to this, Schell was a senior client services associate ...

AFCA weeds out phony complaints

ELIZABETH MCARTHUR  |  FRIDAY, 30 JUL 2021
The Australian Financial Complaints Authority (AFCA) has made changes to its procedures to weed out complaints where the consumer didn't really suffer any financial harm. AFCA received feedback from financial institutions, particularly small to medium ...

Channel Capital appoints distribution director

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
... he was a business development manager responsible for adviser relationships in New South Wales. He has also worked an associate director at FIIG Securities and as a private wealth adviser at Wilsons Stockbroking & Advisory. "Sam's appointment is ...

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... said. Sam Perera, AFA vice president, gave an example of the outlays a small practice is up for. An adviser employing an associate adviser and two other support staff and servicing 200 clients will pay $3838 each to fund ASIC's industry levy, he ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The wealth manager recorded significant outflows in its financial advice business as advisers departed following its transformation strategy. Financial advice recorded $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed advice ...

Three join embattled AMP Capital fund

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 JUL 2021
... appointments. Odette Linnett has been appointed investment director, Carolyn van Leuven as senior advisor and Mathew Pirotta as associate. Linnett joins the fund after a 15-year long career with Deloitte, where she was investments and operations director ...