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Showing 791 - 800 of 3982 results for Jamie Williamson

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
The latest sitting of the financial adviser exam returned a 73% pass rate. The August sitting saw 205 candidates attempt the exam. Of these, 150 passed. About 72% of the candidates were sitting the exam for the first time, ASIC said. The 150 candidates ...

Perpetual shutters innovation fund, Pendal funds

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
Despite returning over 40% last financial year, Perpetual is terminating a six-year-old global equities fund. It will also shutter several Pendal funds in November. The Perpetual Global Innovation Share Fund was launched in June 2017 and invested in ...

HESTA pumps $100m into BTR project

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
HESTA has committed $100 million to a new build-to-rent (BTR) project in Melbourne in conjunction with Super Housing Partnerships. The project is the first in Super Housing Partnerships' pipeline of BTR initiatives, to be located at 402 Macaulay Road ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
The asset consultant has signed its first private wealth firm, diversifying its client base further. Typically advising institutions, Frontier has added South Australia's Perks Private Wealth to its books, advising the firm's investment committee. In ...

Koda Capital restructures Investment Strategy Group team

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2023
In a raft of changes citing "evolving business needs", Koda Capital will soon welcome a new chief investment officer and a head of investment research - private markets and opportunistic portfolios. Brigette Leckie is stepping out of the chief investment ...

TAL launches new look Accelerated Protection range

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
TAL has given its Accelerated Protection series a makeover, redesigning its products and increasing upfront affordability. Following a review by TAL, the Accelerated Protection series have had a range of updates that were effective September 8. The ...

Spirit Super introduces insurance admin fee

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
In a move that will see members' costs go up, Spirit Super is introducing an insurance administration fee at the end of the month. While their insurance premiums and the amount of cover will remain as is, from September 30 Spirit Super members will ...

Funds SA selects new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2023
Seven months on from announcing Jo Townsend's intention to step down from the top job, Funds SA has appointed her successor. After eight years in the role, Townsend resigned in February and committed to staying on board until a replacement was recruited. ...

AustralianSuper sued over multiple accounts

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2023
In a first-of-its-kind case, ASIC is taking AustralianSuper to court over its failure to properly monitor and consolidate multiple accounts on behalf of members for close to a decade. In May, AustralianSuper announced it would be refunding close to ...

Australian Retirement Trust hunts new chief executive

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
Having successfully seen through the merger that created Australian Retirement Trust as well as several others that have swelled the fund to $260 billion, chief executive Bernard Reilly is set to leave. Reilly has notified the ART board of his intention ...