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Showing 71 - 80 of 875 results for "Field"

Managed funds industry winners and losers

ANDREW MCKEAN | FRIDAY, 10 JAN 2025

... 2025, my first question would be: do you have any global small caps capabilities?... it might be a shining light in your field."

NRL legend joins private wealth firm

ANDREW MCKEAN | THURSDAY, 12 DEC 2024

... their potential" and "make astute financial decisions." He also said that success is more than just what you achieve on the field - it's also about having a "trusting and knowledgeable network of people around you," sharing insights and experiences ...

Treasury reappoints 24 members to FSCP

ELIZA BAVIN | MONDAY, 9 DEC 2024

The Albanese government has reappointed 24 members to the Financial Services and Credit Panel (FSCP) for a three-year period beginning 1 January 2025. The candidates bring with them a range of knowledge and experience across the fields of business ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA | THURSDAY, 28 NOV 2024

... children or the grandchildren of existing clients. "Advice firms should have this option. This provides a level playing field, enhances competition and it gives consumers more choice," Abood said. Tranche 2 of the DBFO reforms will open limited advice ...

ATO recovers $900m in unpaid super

JAMIE WILLIAMSON | WEDNESDAY, 20 NOV 2024

... aren't complying with super guarantee obligations helps to protect employee's superannuation and ensure a level playing field for all businesses." Currently, employers must pay SG contributions into employee accounts at least quarterly and by the 28 ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN | MONDAY, 11 NOV 2024

LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ...

'No alternative': ESSSuper sues Iress

JAMIE WILLIAMSON | MONDAY, 11 NOV 2024

The $37 billion superannuation fund is suing Iress, saying there has been numerous incidents and breaches since they partnered which have had a material impact on the fund and its members. ESSSuper has filed Federal Court proceedings against Iress and ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON | THURSDAY, 7 NOV 2024

... jointly owned family wealth, or the death of a family patriarch or matriarch, clients are turning to us as experts in this field, to help solve more complex problems, beyond what they can get from their stockbroker or suburban accountant. We only see ...

Federal Court appoints receivers to ALAMMC Developments

ANDREW MCKEAN | TUESDAY, 5 NOV 2024

The Federal Court has made orders appointing receivers of the property of ALAMMC Developments and a sundry of related corporate entities a few months on from freezing the assets of company director David McWilliams. The receivers, Helen Newman and Andrew ...

Jupiter AM awards distribution mandate

KARREN VERGARA | TUESDAY, 22 OCT 2024

UK active fund manager Jupiter Asset Management has inked a new distribution partnership as it targets the superannuation sector and attempts to expand in the region. The £51.3 billion ($100bn) investment manager hired Melbourne-based Institutional ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI

Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Advisers Big Day Out - Geelong

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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