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Showing 1011 - 1020 of 3982 results for Jamie Williamson

Another Diversa offering bites the dust

JAMIE WILLIAMSON  |  TUESDAY, 31 JAN 2023
Diversa is winding up DIY Master Plan, saying it is in the best interests of members, who will now be transferred to HUB24 Super. Established in 2007, DIY Master Plan is a solution for financial advice groups looking to offer their own superannuation ...

Pella broadens horizons, launches UCITS fund

JAMIE WILLIAMSON  |  TUESDAY, 31 JAN 2023
Pella Funds Management's offering is gaining traction abroad, with the Sydney-based firm launching a UCITS fund in Europe. Pella has launched the Pella Global Securities Sustainable Fund, domiciled in Luxembourg. It applies the same strategy as its ...

Family office invests $200m with Regal

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2023
An Australian family office is investing $200 million in the Regal Private Credit Opportunities Fund, with the potential for a further $100 million down the line. Regal said the mandate, from a "prominent" family office, has significantly accelerated ...

Global X to launch Covered Call ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
Global X will soon roll out the local market's first fully systematic, index tracking covered call products. To be launched on the ASX, the three new strategies are intended to provide investors with income at a time when both equity and bond markets ...

Inflation beats forecasts, hits 7.8%

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
The official Consumer Price Index jumped 1.9% in the December 2022 quarter, rising to the highest annual rate of inflation in over 30 years. The figures were released by the Australian Bureau of Statistics (ABS) today and mark the fourth consecutive ...

JANA management buys out Insignia stake

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
The management team at JANA now fully owns the asset consultant, having bought out the 45% interest owned by Insignia Financial following its acquisition of MLC. JANA and Insignia have entered into a binding share sale agreement for the former's ...

APRA slaps conditions on Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
The regulator has placed additional conditions on the trustee's RSE licence, flagging serious concerns with Diversa's ability to manage risks and deliver quality outcomes for members. APRA explained that the new conditions are designed to address ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
Former Countplus chief executive Matthew Rowe is now chair of the firm's advisory board. Rowe has been working with the company for several months now, with Kofkin Bond & Co making the announcement late last week. "As Kofkin Bond & Co continually expands ...

Brighter Super revamps board structure

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
Having maintained a 15-person board to oversee the integration of Energy Super and Suncorp's superannuation business, Brighter Super kicked off 2023 with a new board composition including a new appointment. As of this month, Brighter Super's ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
Sequoia Financial Group has updated its profit guidance for the first half, saying several "abnormal items" will negatively impact its bottom line. In November, the group said it was expecting EBITDA in the first half of between $4 million to $5 million. ...