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Showing 841 - 850 of 3272 results for "Associate"

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... manager at NAB. Former ANZ private banker James McBride is also joining Crestone, along with former Westpac Private associate director Nicholas Hamersley and Westpac Premier lending area manager Ida Wong. All will be advisers, reporting to Purcell. Crestone ...

Bellmont adds to distribution team

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... recently hired Ben Bell as sales manager of adviser solutions. Bell formerly worked at Aberdeen Standard Investments as an associate director in the wholesale sales team.

Managed funds coped with COVID-19: ASIC

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
An ASIC review of retail managed funds found that they effectively coped with the challenges presented by COVID-19. ASIC found managed funds largely did not face serious investor liquidity challenges during the height of COVID-19 market disruptions ...

BNY Mellon partners with FRT

JAMIE WILLIAMSON  |  FRIDAY, 30 APR 2021
BNY Mellon clients will now benefit from the investment giant's use of Financial Recovery Technologies' securities class action recovery services. The two firms have entered a strategic alliance which will see BNY Mellon use FRT's suite of class action ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
NASDAQ listed Focus Financial Partners has added a Queensland advice firm to its advice multi-boutique network Connectus. Aspiri Financial Services Group will join Connectus, which in December 2020 acquired S ydney's Brady & Associates Group, Melbourne's ...

Former Australian Unity adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 29 APR 2021
A former authorised representative of Australian Unity Personal Financial Services was handed a five-year ban for telling clients MySuper options are more expensive and to opt out of the products. Christopher Chan will serve a five-year ban for writing ...

Westpac earnings take hit

ANNABELLE DICKSON  |  MONDAY, 26 APR 2021
The bank has announced a $282 million hit to its statutory profit after an increase in customer refunds, software write-downs and accounting losses, ahead of its interim results. Westpac recorded $220 million in customer refunds, payments, associated ...

Moelis Australia to rebrand

KANIKA SOOD  |  FRIDAY, 23 APR 2021
Moelis Australia will seek shareholder approval to rebrand, as its revenues from asset management outstrip the contribution from its original business of investment banking services. ASX-listed Moelis Australia wants to change the name to MA Financial ...

Institutional mandates shrink

KANIKA SOOD  |  FRIDAY, 23 APR 2021
Local institutional investors appointed 313 mandates totaling $43 billion in 2020, down from $51 billion the year before, according to Rainmaker's latest Mandate Chaser report. State Street was the biggest winner in institutional mandates in 2020 ...

Perennial establishes ESG boutique

RACHEL ALEMBAKIS  |  THURSDAY, 22 APR 2021
Perennial Partners has spun its ESG team and flagship ESG fund into a separate boutique investment business. Perennial Better Future will include the Perennial Better Future Trust and the associated active ETF, the eInvest Better Future Fund (IMPQ) ...