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Showing 71 - 80 of 680 results for "Legacy"

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... administrative tasks and 81% expressing overall satisfaction. However, challenges exist to their broader adoption. The migration of legacy portfolios, cost considerations, and client preferences for bespoke solutions key barriers to the broader adoption ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... brand. As the advisory sector faces generational change and regulatory pressures, we see a clear opportunity to partner with legacy firms ready for scalable, tech-enabled growth," Gow said.

Top ART executives depart in reshuffle

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... State Super. For his part, Chang has been running capital markets for ART since 2022 and was with the Queensland-based legacy fund QSuper before that. As a consequence of his departure, strategy lead Andrew Fisher will oversee the trading function. His ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... confident in the value of the services and expertise we provide to our clients." Insignia Financial, which hosts a range of legacy products - many of which rely on underlying fund managers, meaning it doesn't pocket all the fee revenues - was next, pulling ...

Pella Global Generations Fund launches in NZ

KARREN VERGARA  |  THURSDAY, 3 APR 2025
... geopolitical tensions and US President Donald Trump's tariffs, Pella chief investment officer Jordan Cvetanovksi said: "The legacy of Trump-era policies has increasingly weighed on the US stock market, leading to broad-based underperformance across ...

Dutton doubles down on 'super for housing' policy

ELIZA BAVIN  |  FRIDAY, 28 MAR 2025
... projects. SA Unions said the move threatens future business investment in Australian manufacturing. "Dutton continues the legacy of Liberal leaders showing nothing but disdain for Australians having good jobs in our manufacturing industry by pledging ...

Tokenisation can save US$135m in back-office costs: Study

KARREN VERGARA  |  FRIDAY, 7 MAR 2025
... direction of travel is clear - tokenisation represents the next stage in the evolution of investment vehicles, building on the legacy of mutual funds and ETFs. "As firms explore its benefits, we expect to see a gradual integration alongside existing ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... meet the evolving needs of our diverse group of clients. I have no doubt Anthony and David are dedicated to upholding this legacy, focussing on for-purpose, intergenerational family, and philanthropic clients." JBWere has 151 advisers across Australia ...

Technology optimises family office performance: KPMG

KARREN VERGARA  |  WEDNESDAY, 26 FEB 2025
... said that family offices ultimately remain a vehicle for securing the financial future of the family and preserving its legacy. "To achieve this goal, they are recognising the need to leverage technology, to improve efficiency, enhance decision making ...

Acenda names inaugural chair

MATTHEW WAI  |  WEDNESDAY, 26 FEB 2025
... to "steward Acenda through its next phase of evolution". "As we enter a new era for our businesses, building on our long legacy to become one of Australia and New Zealand's largest life insurance businesses, I look forward to working with the future ...