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Showing 831 - 840 of 3810 results for "Partnership"

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... senior appointments as of late, the latest being Jonathan Trapnell, who assists the group manage education and licensee partnership programs. Trapnell was previously Synchron's head of adviser support. Also in August, Martin Morris joined as chief ...

Spire Capital, Oaktree launch wholesale fund

CHLOE WALKER  |  FRIDAY, 1 SEP 2023
... wholesale investors exclusive access to opportunistic credit and special situations. The fund builds on a three-year partnership between Spire Capital (Spire) and Californian-based Oaktree Capital Management (Oaktree) with Spire committing more than ...

MSCI amplifies AI capabilities

CHLOE WALKER  |  FRIDAY, 1 SEP 2023
The global investment company has expanded its partnership with Google Cloud to accelerate the development of generative AI solutions for the investment industry. Powered by Google Cloud's gen AI platform Vertex AI and climate technology, including ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... Paraplanning general manager Alex Gassner said the program represents a pivotal opportunity for the group to enhance its partnership, deepen industry ties, and strengthen the quality of its service offering. "As we continue to progress on this journey ...

Super, retirement unit cushions Link's massive loss

KARREN VERGARA  |  MONDAY, 28 AUG 2023
... other major super fund clients flagged that they will stick with the ASX-listed technology provider. Rest renewed its partnership for five years, while AustralianSuper signed on for another two years. Contracts with AMIST, Prime Super, and Tasmania's ...

CareSuper, Spirit Super mandate Iress ahead of merger

ANDREW MCKEAN  |  MONDAY, 28 AUG 2023
... base." Spirit Super chief executive Jason Murray, who will lead the combined fund, added: "Over the years, our fruitful partnership with Iress has enabled us to harness technology to drive business transformation and an improved focus on member engagement." ...

Corporate fund inks deal with Link

ANDREW MCKEAN  |  THURSDAY, 24 AUG 2023
The partnership, slated for completion by 2024, will also bring Link's PathFinder retirement platform to ANZ Staff Super. Pertinently, more than a third of the fund's members are aged 50 and over. It brings to an end the fund's longstanding relationship ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... up to maximise the opportunities," he said. It follows hot on the heels of Insignia's decision to introduce a new partnership ownership model for its self-employed advice groups, under a new entity known as Advice Services Co (ASC). Insignia said that ...

Diverger aims to increase profits via scalability

CASSANDRA BALDINI  |  THURSDAY, 24 AUG 2023
... which includes the acquisition of AFSLC Compliance and Priority Networking. Further, it established the advice equity partnership model, completing two investments into McGregor Wealth Management Pty Ltd and Atkinson Saynor Private Wealth. Diverger announced ...

No question we need more BTR: Mowat

CHLOE WALKER  |  THURSDAY, 24 AUG 2023
... discussions with capital partners about segregated accounts to do more in the sector," he said. "Our model is one of partnership - we partner with mid-sized best-in-class developers and operators to look at BTR developments along the Eastern seaboard ...