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Showing 1 - 10 of 173 results for "Jackson"

RM Capital, SMSF Club to pay $925k over conflicted remuneration

RIDDHIMA TALWANI | FRIDAY, 19 DEC 2025

... independent expert stating whether it has in place appropriate systems, policies and procedures to ensure compliance. Justice Jackson said: "I am conscious that RM Capital is a small organisation with limited resources. But in its capacity as an AFSL ...

Wentworth launches private credit platform

ANGELIQUE MINAS | THURSDAY, 4 DEC 2025

... experience to the role. Chehab will be supported by a specialist investment team including private credit managing director Ben Jackson. Jackson leaves his position as co-head of capital advisory at Savills to take on this leading role. He will be responsible ...

PPS Mutual appoints new chair

ANGELIQUE MINAS | TUESDAY, 16 SEP 2025

... commitments to the Actuaries Institute and a significant tenure in the non-profit sector. Asher will succeed outgoing chair Mike Jackson, who will remain in the company for 12 months to support the transition. Jackson described his time with PPS Mutual ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR | THURSDAY, 28 AUG 2025

... plans. Fresh from signing referral partnership deals with accounting practices, including AMD Chartered Accountants and AH Jackson, Integro has recruited Emma Ross as advice and operations manager. A qualified financial adviser, Ross was a general manager ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN | WEDNESDAY, 11 JUN 2025

... Matt Jones and UK-based portfolio managers Hiten Savani and Daniel Swift. Fidelity International head of wholesale Lauren Jackson said the SMA will help solve a problem that financial advisers face when allocating to core global equities, noting that ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI | FRIDAY, 4 APR 2025

... close to two in five said they would consider using an adviser. Fidelity International head of wholesale, Australia Lauren Jackson said despite the growing appetite for advisers, Jackson said there remains some concerns. "Much of the commentary has been ...

Gender parity in financial services an economic imperative

KARREN VERGARA | MONDAY, 10 MAR 2025

... more to their superannuation. This is positive progress," Fidelity International head of wholesale in Australia Lauren Jackson said. Another survey from Colonial First State (CFS) found that three in five women (62%) feel they will be unable to achieve ...

Industry must do more to improve women's financial literacy: Fidelity

MATTHEW WAI | FRIDAY, 7 MAR 2025

... likely to consolidate debts and diversify their investments. Fidelity International head of wholesale, Australia Lauren Jackson said more needs to be done to improve financial understanding in Australians, particularly women. "Women recognise how important ...

Ventura names new investment chief

ELIZABETH FRY | THURSDAY, 19 DEC 2024

... development manager at AMP. Both Stojanovski and Thunig will report to Ventura group executive of investment solutions Patrick Jackson. Centrepoint research analysts Thomas McLeod and Callum Daly will move to the asset manager to further boost the investment ...

Investment habits of the generations revealed

ELIZA BAVIN | TUESDAY, 10 DEC 2024

... experience, particularly in areas like portfolio diversification," Fidelity international head of wholesale, Australia, Lauren Jackson said. "There is a risk that a 'get rich quick' mindset could push younger investors off track from achieving their ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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