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Showing 71 - 80 of 3440 results for "SMI"

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
Private wealth manager Escala Partners is poised for a management overhaul that could see the appointment of a new chief executive, according to people familiar with the matter. Two senior executives - co-chief executive Pep Perry and investment chief ...

AFCA looks to expand jurisdiction over receiving banks in scams

MATTHEW WAI  |  TUESDAY, 20 MAY 2025
The Australian Financial Complaints Authority (AFCA) is opening public consultation on a string of governance changes, with a key focus on expanding its jurisdiction to include receiving banks in scam complaints. Following an engagement with an external ...

Future Fund makes leadership appointments

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
Future Fund has appointed a chief financial officer and chief risk officer, as well as a chief people, culture and inclusion officer. Nancy Collins is joining the Future Fund Management Agency from Swinburne University of Technology. There, she has ...

Ellerston Capital awards distribution mandate

JAMIE WILLIAMSON  |  TUESDAY, 6 MAY 2025
Sodor Capital will distribute three Ellerston Capital funds to institutional investors. Ellerston Capital has signed Sodor Capital to market three of its funds - the Ellerston Fixed Income Target Return Fund, Ellerston JAADE Australian Private Assets ...

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
Perpetual Wealth Management has recruited five senior financial advisers to its team. Michael Innes and Antony Pupovac will join the private clients team in Queensland as partners in May, while Sandra Kent and Laura Bosman will join the team in Western ...

GESB expands leadership team

JAMIE WILLIAMSON  |  MONDAY, 14 APR 2025
GESB, the super fund for Western Australia's public sector, added a former HESTA executive as its chief member experience officer, while also welcoming a chief corporate services officer. Both are newly created roles for GESB, which is undergoing ...

Sue Brake joins Aware Super committee

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
Aware Super has invited former Future Fund investment chief Sue Brake and Macquarie Group veteran Grant Smith to join its investment committee. The two private markets experts - who have been appointed to the committee for two years - will oversee the ...

TAL director named CEDA chair

ELIZA BAVIN  |  MONDAY, 10 MAR 2025
Christine Bartlett has joined the board of the Committee for Economic Development of Australia (CEDA) as chair, taking over from WA-based business leader Diane Smith-Gander earlier this month. CEDA chief executive Melinda Cilento said Bartlett brings ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
A global financial services and technology company has agreed to acquire a majority stake in Saxo Australia, expanding its offerings to the local market, flagging a brand revamp will be revealed after the completion of the transaction. Johannesburg-based ...