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Showing 901 - 910 of 2431 results for "Combined"

Willis Towers Watson, Aon to merge

JAMIE WILLIAMSON  |  TUESDAY, 10 MAR 2020
... Willis Towers Watson have announced a definitive agreement to merge operations in an all-stock transaction with an implied combined equity value of about $121 billion (US$80 billion). Global in nature, the deal includes Willis Towers Watson's local business ...

Boutique dealer groups merge

ELIZABETH MCARTHUR  |  FRIDAY, 6 MAR 2020
... enhanced internal capabilities," Coloretti said. "The merger will provide a bigger ecosystem around collaboration." The combined group will use the Spark brand name and service around 80 financial advisers, with approximately $650 million in funds under ...

First State Super and WA Super in merger talks

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... StatePlus has had a presence in WA for many years with nearly 8000 members and clients in the State. The merger would see the combined funds serve 60,000 members in WA alone. First State Super chief executive Deanne Stewart said she was delighted to ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... FUA basis, with close to $2 billion in FUA. "Our new appointments all have a proven track record of success, and their combined experience in business development means they will bring a fresh skill set to their respective roles." WealthO2 is a privately-owned ...

Investment firm nabs former BlackRock fundie

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... The real estate manager said Carter would bring a wealth of experience to the board. "Danielle has more than 25 years' combined real estate and financial services industry experience," APN said. "Danielle has held a number of senior roles, most recently ...

Allianz Retire+ moves to increase retiree confidence

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... create a portfolio construction tool which demonstrated how its seven-year retiree investment product Future Safe can be combined with a client's other investments "to provide greater certainty for outcomes", and ensure clients are confident about their ...

Gender diversity remains static, women still disadvantaged

ALLY SELBY  |  TUESDAY, 3 MAR 2020
... importance of diversity, pushing for greater female representation at the publicly-listed companies it invests in. This, combined with a recent legislative mandate, has helped women rise up the ranks, nabbing positions on corporate boards. Morningstar ...

All-tech index offers new opps in financial advice

MICHELLE BALTAZAR  |  FRIDAY, 21 FEB 2020
... the S&P/ASX All Tech index, which in its early days will track the fortunes of 46 listed technology companies with a combined market capitalisation of $100 billion. Sydney-based financial adviser Glen Hare from Fox & Hare Financial Advice said this is ...

Morgan Stanley acquires E*TRADE

ELIZA BAVIN  |  FRIDAY, 21 FEB 2020
... full-service, adviser-driven model coupled with E*Trade's direct-to-consumer and digital capabilities, will allow the combined business to have best-in-class product and service offerings to support the full spectrum of wealth." James Gorman, chair and ...

Zurich appoints distribution team

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2020
... Zurich and OnePath life insurance portfolios. They will all report to chief distribution officer Kristine Brooks. The combined leadership team will be responsible for the delivery of Zurich's multi-proposition strategy to the Australian market. "These ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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