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Showing 41 - 50 of 12014 results for "Adviser"

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
... parliament on March 27, proposes to legislate trustees' ability to pay a fee from a member's super account to an adviser for personal financial advice provided as per Recommendation 7 of the Quality of Advice Review. This aims to provide trustees ...

Forager schedules LIT delisting

KARREN VERGARA  |  MONDAY, 8 APR 2024
The Forager Australian Shares Fund (FOR) is set to delist from the ASX after facing continuous limited liquidity issues and persistently trading below its net asset value. The listed investment trust (LIT) is set to delist on June 14, with trades suspending ...

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
ASX-listed bond broking firm Income Asset Management has hired a team of fixed income specialists from rival FIIG Securities. The six recruits will report to IAM's head of sales for capital markets Jenna Labib. The appointments come one year after ...

Court delays DASS class action settlement approval

KARREN VERGARA  |  FRIDAY, 5 APR 2024
The Federal Court has delayed approving the $16 million class action settlement against Dixon Advisory & Superannuation Services (DASS) as it seeks more information. The class action led by Shine Lawyers, which was also brought against former Dixon ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... wealth managers hungry for institutional-grade asset consulting support. At Zenith, he built diversified portfolios for adviser groups and carried out manager research as part of the asset manager's fixed income business. Meantime, Charlie Hurst ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
JANA Investment Advisers has appointed a head of investments, investment trusts, and a head of diversified portfolios, investment trusts. Claire Simpson will take on the role of head of investments, investment trusts and David Schnell is now head of ...

Suncorp sells NZ life business to Resolution Life

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
Resolution Life has acquired Asteron Life New Zealand for NZ$410 million. Resolution Life will buy the business from Suncorp Group. In doing so, it will become the second largest life insurer in New Zealand, with about 165 employees and a network of ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
... at a time when the business is gaining momentum and investing in tech transformation and simplification to enhance the adviser and investor experience." Since Vincent's departure, Kathryn Cosentino has been acting in the role. She will now revert to ...

Perennial renews contract with SS&C

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
Perennial Partners has reappointed SS&C Technologies Holdings as its unit registry services provider. The fund manager is sticking with SS&C Global Investor and Distribution Solutions (GIDS), which will provide unit registry services for its exchange-traded ...

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
A former financial adviser has been charged with 12 counts of dishonest conduct for falsifying clients' documents to access their superannuation accounts. The Downing Centre Local Court yesterday slapped the charges on David Mario Valvo while running ...