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Showing 951 - 960 of 4896 results for "Alex"

J.P. Morgan veteran joins Plato IM

ALEX BURKE | FRIDAY, 9 FEB 2018

Plato Investment Management is welcoming a former J.P. Morgan Asset Management managing director and professional rugby player to its ranks. David Allen joins Plato's investment team and reports to managing director Don Hamson. He previously held multiple ...

Client engagement tool gains ground

JAMIE WILLIAMSON | FRIDAY, 9 FEB 2018

The concept of financial wellness is beginning to drown traditional advice models and a new platform is looking to help save advice practices in need of futureproofing. Your Financial Wellness is an online client engagement platform designed to bridge ...

AMP considers "all alternatives" in life insurance portfolio review

ALEX BURKE | THURSDAY, 8 FEB 2018

Following on from its comprehensive reinsurance program for its wealth protection business in 2017, AMP said it is considering "all alternatives" for its life insurance portfolio and is in discussions with "a number of interested parties." The wealth ...

FTSE Russell partners with $7bn super fund to create new indices

ALEX BURKE | THURSDAY, 8 FEB 2018

FTSE Russell partnering with a $7 billion fund to roll out a series of indices designed specifically for Australian superannuation funds investing in global equities. The FTSE All-World ex Australia Net Tax (Super) Index Series, created in partnership ...

JBWere team joins Koda Capital

ALEX BURKE | THURSDAY, 8 FEB 2018

A JBWere executive director and two advisers from the same firm will take up new roles as partners at Koda Capital. Former JBWere executive director Frank Macindoe joins Koda's Sydney office. He was previously a partner at Blake Dawson for about 20 ...

Board appointment at Westpac

KARREN VERGARA | WEDNESDAY, 7 FEB 2018

Westpac appointed a former KPMG executive to its board and two committees. Peter Nash, who was a senior partner at KPMG, will serve as an independent non-executive director and a member of the risk and compliance, and audit committees effective March ...

Robo-adviser crashes during Wall Street selloff

ALEX BURKE | WEDNESDAY, 7 FEB 2018

One of the largest robo-advisers in the US saw its website go offline while markets fell across the globe on February 5. Wealthfront had to issue multiple clarifications to users via Twitter after complaints reached the platform that the website was ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE | WEDNESDAY, 7 FEB 2018

Financial planners are significantly preferred over super funds as a source of retirement advice for Australians with account balances over $100,000, according to Investment Trends research. Overall, the research found that Australians are most inclined ...

Performance fees drive Janus Henderson post-merger revenues

ALEX BURKE | WEDNESDAY, 7 FEB 2018

Janus Henderson's pro-forma adjusted revenue increased by 11% in the 12 months to 31 December 2017, driven by investment performance and higher average assets under management. Janus Henderson said strong markets delivered a 9% average increase in AUM ...

Industry fund creates finance role

DARREN SNYDER | TUESDAY, 6 FEB 2018

A $9.2 billion industry superannuation fund aims to take its financial reporting to new highs following a senior appointment in its newly-created head of finance role. Joining Vision Super as head of finance is Bryan Collins. Most recently the senior ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

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

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

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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