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Showing 1 - 9 of 9 results for "Altruist"

Vanguard to acquire custodian Altruist

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
Vanguard will acquire custodian and investment platform Altruist in a bid to expand into the American independent financial adviser market. The two parties entered into a definitive agreement, the financial terms of which were not disclosed. Outlets ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
Demographic change, virtuous consumerism, the grandparent economy, AI acceleration, and social reconnection are the five megatrends shaping the future of SMSF and financial services businesses, according to McCrindle Research principal Mark McCrindle. ...

Maurice Blackburn slams FSC

ALLY SELBY  |  MONDAY, 10 AUG 2020
Law firm Maurice Blackburn has slammed the Financial Services Council over its renewed campaign to allow insurers to call the shots on medical claims. Maurice Blackburn principal Josh Mennen said the changes would enable insurers to only pay the medical ...

Whistleblower calls out approved product lies

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
A new paper on the consumer impact of Approved Product Lists (APLs) claims institutionally-aligned Australian Financial Services Licensees (AFSLs) are funneling new clients into in-house products, potentially in breach of Best Interest Duty obligations. ...

Boutique equities manager raising $4 million

KANIKA SOOD  |  MONDAY, 6 AUG 2018
A former Commsec distribution head is seeking to raise $4 million for an asset management company that will run a thematic fund. Seer Asset Management was founded by stockbroker Peter LeMessurier, former Commsec executive Steve James, and Alice LeMessurier. ...

Generational change for La Trobe leadership team

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
La Trobe Financial is bidding farewell to two long-serving executives and has appointed from within to name successors as well as a new chief corporate treasurer. La Trobe chief operating officer Brian Ford is retiring after more than 35 years with ...

Statewide chair collects AIST Trustee of the Year

DARREN SNYDER  |  THURSDAY, 17 MAR 2016
Statewide Super independent chair Juliet Brown has collected the Australian Institute of Superannuation Trustees (AIST) Trustee of the Year. Presented the award at the Conference of Major Superannuation Funds in Adelaide, AIST president Angela Emslie ...

Advisers leaving out ESG

BEN COLLINS  |  TUESDAY, 4 DEC 2012
Financial advisers should share some of the blame for the slow uptake of retail-level Environmental, Social and Governance investments by their clients, said industry insiders. It isn't necessarily true that responsible investments mean less return ...

Twittering social media takes time

ALISON BEVEGE  |  THURSDAY, 24 MAR 2011
Superannuation professionals have been told that powerful social media campaigns are "slow burners" and warned by a Deloitte technologist that they need to be patient to see the results. Speaking at an Association of Superannuation Funds of Australia ...
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