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Showing 1 - 10 of 13227 results for "State"

TWC Invest makes risk, technology hires

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... governance, risk and portfolio management to the fold. Thompson began his career in fixed income and cash markets at the State Electricity Commission of Victoria and was a director of equities at Equitilink (now Aberdeen Asset Management). In 2002, Thompson ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
The Association of Independently Owned Financial Professionals (AIOFP) and the Institute of Financial Professionals Australia (IFPA) have signed a Memorandum of Understanding to enter into a "strategic alliance". IFPA board member Scott Heathwood told ...

'Incompetent' adviser permanently banned by ASIC

MATTHEW WAI  |  FRIDAY, 14 MAR 2025
A Sydney-based financial adviser has been permanently banned for acting dishonestly and exhibiting a fundamental lack of knowledge, integrity, and professionalism, ASIC said. Peter Surtenich has been permanently banned on March 6 from providing any ...

GQG loses top sales exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... as business development manager within its distribution arm for three years. Before Magellan, he worked at Colonial First State as an investment specialist and analyst. GQG Partners was founded by former Vontobel Asset Management chief investment officer ...

Mercer adds to wealth team

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... the brand and develop and manage client relationships. Before that, he spent four years at BlackRock and Colonial First State as a business development manager. For his part, Janes arrives from Evergreen Consultants, where he served as head of strategic ...

Australia must focus on 'friend-shoring': UNSW

ELIZA BAVIN  |  THURSDAY, 13 MAR 2025
The first research from the e61-UNSW Policy Research Partnership has highlighted the major economic policy challenges faced by Australia and made five key recommendations ahead of this year's federal election. The research found that navigating United ...

ASIC, ASFA spar over super fund trustees 'not knowing' their business

ANDREW MCKEAN  |  THURSDAY, 13 MAR 2025
... Super charging fees for no service, Westpac/ BT incorrectly charging insurance commissions to members, and Colonial First State misleading members as examples of funds not knowing their business. "At the heart of this issue is leadership that doesn't ...

Cost to maintain comfortable retirement increases

MATTHEW WAI  |  WEDNESDAY, 12 MAR 2025
... super have returned at least 10.5% in the calendar year, with some funds recording nearly 12%, including Colonial First State which achieved a whopping 13.8% for its FirstChoice Employer Super balanced option. The growth also supercharged the super balance ...

Vanguard rejigs Ethically Conscious options

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
Vanguard is updating its Ethically Conscious range of funds on the back of the FTSE Russell adding extra thresholds that will screen out more companies involved in fossil-fuel related activities. From March 24, the FTSE Russell's Global Choice Index ...
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