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Showing 1061 - 1070 of 9739 results for "Major"

Mercer appoints three new directors

ANDREW MCKEAN  |  MONDAY, 3 JUL 2023
... operating officer for Commonwealth Bank and Lehman Brothers. Hartley has around 40 years' investment experience across all major public and private asset classes. He's previously been the chief investment officer at Sunsuper for about 10 years and a ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
Diverger acquired a stake in Melbourne-based Paragem advice firm Atkinson Saynor Private Wealth, using its transitional equity model. Earlier in the year, the firm highlighted the importance of more transformational transactions and said this would ...

Adviser levy tripled, labelled "deeply unfair"

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
... for financial advice activity continue to be appropriate," FAAA chief executive Sarah Abood said. "However, there are two major problems here." For example, Abood said, financial advisers still appear to be being charged for enforcement activities undertaken ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... wealth of opportunity and a really interesting strength in the base of our business from which to grow and continue to be a major player," he previously told Financial Standard. "Acquisitions like Affinia are just the start of what's to come."

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... fund market. "This is a milestone appointment for the MSC Trustees business and cements our place as one of Australia's major corporate trustees businesses," he said. "Local and international fund managers have been seeking more from their corporate ...

Jones lifts adviser levy freeze, updates funding model

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
The federal government will lift the financial adviser levy freeze as it unveils recommendations that make minor changes to the industry funding model following a review. Assistant treasurer and minister for financial services Stephen Jones yesterday ...

ASIC nudges trustees on member fund compliance

ANDREW MCKEAN  |  TUESDAY, 27 JUN 2023
... application funds, and notifying ASIC of any reportable situations or paying remediation. Meanwhile, ASIC also reached out to major auditing firms and industry bodies to reiterate the role auditors can play in facilitating the identification and resolution ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
An overwhelming number of investors believe ChatGPT will provide accurate financial advice, flagging they will lean on artificial intelligence as their trusted adviser in the future. According to the Investor Index study of 1100 UK investors with a ...

Rest appoints WTW as asset consultant

CASSANDRA BALDINI  |  MONDAY, 26 JUN 2023
... for members through the key areas of best-practice governance and sustainability. "Our global footprint, working with many major asset owners around the world, gives us a unique perspective to help create value for clients like Rest," he said. "In our ...

Pengana appoints leaders for private credit division

CASSANDRA BALDINI  |  FRIDAY, 23 JUN 2023
... recently received a $200 million investment from partner Washington H. Soul Pattinson. Both appointments have been called a major win for Pengana Credit by the group's chief executive Russel Pillemer. "We are delighted to have Nehemiah and Charles ...