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Showing 71 - 80 of 1003 results for "Task"

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
Morgan Stanley's former family office head is now leading strategy for Mason Stevens, as it looks to push into the ultra-high-net-worth space. Peter Mermelas has been appointed chief strategy officer at Mason Stevens. He's tasked with identifying and ...

ASFA, EY release guidance on CPS 230

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... monitored, given their important role in providing services to fund members. "Implementation of CPS 230 is not merely a compliance task, but an important opportunity for trustees to further evolve their risk management frameworks, reflecting the superannuation ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... partners to advice businesses required it to step up and play a leadership role in solving the advice dilemma. "The massive task of building an impactful, thriving advice profession, including replenishing adviser numbers, isn't only the job of politicians ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... there for you to use. How you harness that gives you scale, gives you efficiency, it takes you away from doing the mundane task of collecting data. "It's all digitised by the person who puts the information in and gives you better quality of time ...

Inside Colonial First State's fund manager selection overhaul

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
Colonial First State (CFS) managed the two best-performing MySuper options over the year to March 31. The wealth management and superannuation provider's head of equities Ben Lam explains the "art and science" behind its recently evolved manager ...

Analyst promotions: Frontier, Fidelity, ART

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
Frontier Advisors has announced the appointment of Jacqueline Darwis as an associate in the firm's real assets team. Darwis brings research and consulting experience in the property sector and joins Frontier from PPC Urban, where she carried out ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... less time chasing updates and more time focusing on their clients," Batsakis said. "We've already seen a 35% improvement in task processing efficiency when advisers use the document upload functionality instead of email. It's a great example of how simple ...

Longview Partners sets up local hub

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
A former Apostle Funds Management global distribution lead has been named head of APAC and Middle East for a London-based firm. The newly created role will see Kimon Kouryialas lead Longview Partners' growth strategy in the region. Kouryialas is ...

PIMCO recruits alternatives specialist

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
PIMCO, one of the world's largest fixed-income investment managers, has strengthened its private wealth team with a new hire. Lachlan Pullar has joined PIMCO and reports to David Orazio, the recently appointed Australian head of global wealth management. ...

Mercer Super recruits whistleblower as risk chief

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... "In football parlance, we are halfway through the first quarter of what is a significant uplift and transformation program. Task number one for me will be to build the best Line 2 risk team in the superannuation industry," he said. "If you are a risk ...