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Showing 71 - 80 of 1140 results for %22William Mak%22

OTPP, PGGM chief investment officers resign

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2023
The Ontario Teachers' Pension Plan (OTPP) will farewell its chief investment officer at the end of the year, as will Dutch pension fund manager PGGM. Overnight, OTPP chief investment officer Ziad Hindo announced he will leave the fund at December ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
Sports investment firm XV Capital is planning a new sports tech fund and offices in the US and Europe, making a slew of appointments in support of the strategy. XV Capital was launched in 2020 by former Australian Rugby Union captain Stirling Mortlock ...

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
The latest sitting of the financial adviser exam returned a 73% pass rate. The August sitting saw 205 candidates attempt the exam. Of these, 150 passed. About 72% of the candidates were sitting the exam for the first time, ASIC said. The 150 candidates ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
The asset consultant has signed its first private wealth firm, diversifying its client base further. Typically advising institutions, Frontier has added South Australia's Perks Private Wealth to its books, advising the firm's investment committee. In ...

TAL launches new look Accelerated Protection range

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
TAL has given its Accelerated Protection series a makeover, redesigning its products and increasing upfront affordability. Following a review by TAL, the Accelerated Protection series have had a range of updates that were effective September 8. The ...

Spirit Super introduces insurance admin fee

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
In a move that will see members' costs go up, Spirit Super is introducing an insurance administration fee at the end of the month. While their insurance premiums and the amount of cover will remain as is, from September 30 Spirit Super members will ...

Funds SA selects new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2023
Seven months on from announcing Jo Townsend's intention to step down from the top job, Funds SA has appointed her successor. After eight years in the role, Townsend resigned in February and committed to staying on board until a replacement was recruited. ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
Hybrid advice provider Life Sherpa is partnering with OpenInvest to offer a low-cost managed investment portfolio solution for clients with low balances. With a minimum investment of $5000, the offering comprises four diversified portfolios with a range ...

Spaceship launches US investing service

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2023
Spaceship users now invest as little as $10 in a range of US-listed ETFs and stocks. Launched yesterday, Spaceship's new US investing service is available to Spaceship Voyager customers for just $2 extra a month, who can execute unlimited trades with ...

Government must do more after product failures: FSC, SCA

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  FRIDAY, 1 SEP 2023
As the likes of Crescent Wealth and Insignia Financial respond to the 2023 superannuation performance test results, the Financial Services Council (FSC) and Super Consumers Australia have said the government must still do more to ensure members in underperforming ...