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Showing 1 - 10 of 20565 results for "Service"

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... American Express. Victor Hom joins the sales team as a business development consultant after two years in the insurer's service consulting team. Before joining NEOS, Hom was at Certe Wealth Protection, and brings a background in paraplanning. Michael ...

Link Group rebrands as acquisition completes

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
Link Group will now be known as MUFG Pension and Market Services, following the implementation of the scheme of arrangement with Mitsubishi UFJ Trust and Banking Corporation, a subsidiary of Mitsubishi UFJ Financial Group. The business comprises two ...

Social media influencers charged for promoting shady investments

ANDREW MCKEAN  |  FRIDAY, 17 MAY 2024
... lose money when investing in CFDs. It also warned social media influencers, who promote a "regulated financial product or service" without approval from an FCA-authorised person may be committing a criminal offence. In Australia, ASIC has advised influencers ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
The stoush over who should control Sequoia Financial Group takes another turn as chief executive Garry Crole and non-executive director Kevin Pattison call upon the Takeovers Panel to intervene in their potential ousting. Crole and Pattison, on behalf ...

Value versus growth: Market expectations in 2024

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
In 2022, concerns about rising interest rates and the Russia-Ukraine war brought fundamentals back into focus, creating numerous opportunities for value investing to generate alpha. Then transitioning to the first half of 2023, that period saw significant ...

Active Super, Vision Super finally sign transfer deed

JAMIE WILLIAMSON  |  THURSDAY, 16 MAY 2024
Almost two years on from confirming merger talks, the two super funds have set a date for the successor fund transfer. Active Super will merge into Vision Super on 1 March 2025, following the signing of a successor fund transfer deed. It was initially ...

Aware Super appoints general manager, strategy and transformation

JAMIE WILLIAMSON  |  THURSDAY, 16 MAY 2024
The $175 billion superannuation fund has recruited from Deloitte for the newly created role. Winnie Huen is joining Aware Super on July 1 as its first general manager, strategy and transformation. Huen is currently a partner in Deloitte's Data, Analytics ...

CFA Society Australia launches

ELIZA BAVIN  |  THURSDAY, 16 MAY 2024
CFA Society Australia has officially launched, with the aim to giving a stronger voice to Australian CFA charterholders while raising the recognition of the CFA credential in Australia. CFA Society Australia chief executive Lisa Carroll said the transition ...

Vanguard selects next chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
Salim Ramji will take over as chief executive of Vanguard on July 8, succeeding Tim Buckley. Buckley announced earlier this year his intention to retire as Vanguard's chair and chief executive, following more than 30 years with the company. Vanguard's ...

Members' attitude, behaviour key to better engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
New research suggests superannuation funds need to focus more on attitudinal and behavioural insights if they're to improve engagement. The latest CSBA FEAL Superannuation Experience & Engagement Benchmark expanded its coverage to survey super fund ...
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