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Showing 1 - 10 of 116 results for "Carter"

Scaling practices depends on AI: FAAA

KARREN VERGARA  |  WEDNESDAY, 19 NOV 2025
... clients' budget and expenses, and it will spit out a cash-flow analysis in less than five minutes. Retrac director Travis Carter, who co-hosted the session, said not only does it save time, but it provides a level of service to clients who may have ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... AI, but a large percentage of these apps are not commissioned by the organisation, according to Retrac director Travis Carter, who helps advisers with technology solutions. Carter told the Financial Advice Association Australia (FAAA) Congress on day ...

Boutique investment manager hits the market

ANDREW MCKEAN  |  TUESDAY, 24 SEP 2024
... and Birkhold, who also served as managing director at Credit Suisse HOLT in London, are joined by founding partners Neil Carter, Cameron Sinclair, Amy Reed, and Angelique Tan; they bring an average of 29 years' experience each in institutional asset ...

Bendigo and Adelaide Bank appoints new chief executive

ANDREW MCKEAN  |  TUESDAY, 2 JUL 2024
... served as chief financial officer and chief general manager of group strategy. He will take the reins on August 31. Vicki Carter, who became Bendigo and Adelaide Bank's chair in May, said Fennell is well placed to lead the next phase of the bank's ...

BlackRock to develop super battery

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... also includes US-based Powin LLC (Powin) and Consolidated Power Projects Australia (CPP). Akaysha managing director Nick Carter said that the project will be the first in a wave of Gigawatt class BESS projects across the National Electricity Market (NEM) ...

BlackRock Real Assets buys battery grid business

CHLOE WALKER  |  TUESDAY, 16 AUG 2022
... effect, ensure the delivery of increased energy security for all Australians." Meanwhile, Akaysha's managing director Nick Carter said that by tapping into BlackRock's global capabilities and track record in climate infrastructure, Akaysha is excited ...

Government welcomes ATO family trust guidance

CHLOE WALKER  |  TUESDAY, 12 APR 2022
... highlighted the significant decision handed down on April 6 by the High Court of Australia in Commissioner of Taxation v Carter. "The decision concerned the effect, under tax law, of a beneficiary 'disclaiming' a distribution from a trust," Sukkar said. ...

AustralianSuper announces joint venture

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 MAR 2022
... of British Land's reputation and best in class development and operational platform," British Land chief executive Simon Carter said. "This new partnership enables us to move faster, delivering new homes and workspace, creating new opportunities for ...

Six new ombudsmen at AFCA

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... compliance David Short will join AFCA's insurance team in August. AFCA has promoted three of its own as ombudsmen: Vicki Carter and Mervyn Silverstein are new ombudsman within the superannuation team, and Qasim Gilani will sit in the insurance team. ...

Former Ellerston executive in new role

ANNABELLE DICKSON  |  TUESDAY, 29 SEP 2020
... institutional sales and client relations has nabbed a new role as head of marketing at a global investment manager. Melinda Carter has joined L1 Capital as its new head of marketing, having left Ellerston in April 2019 after just over a year. Carter ...
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