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Showing 91 - 100 of 100+ results for "Adviser"

ASIC urged to act on common ownership

KARREN VERGARA  |  FRIDAY, 10 SEP 2021
... take, ASIC commissioner Danielle Press said each trustee will have different ways of voting, some will hand it to a proxy adviser or to the investment manager, and some will vote them on their own. Super funds each have their own policy on how they vote ...

Vanguard Australia appoints new managing director

KANIKA SOOD  |  FRIDAY, 10 SEP 2021
Vanguard Australia has named a new managing director as Frank Kolimago heads overseas for a global role. Daniel Shrimski will leave his current role of chief financial officer for Vanguard's international business, to be the managing director for Australia. ...

Breach reporting guidance released

KARREN VERGARA  |  WEDNESDAY, 8 SEP 2021
ASIC has released more details on how financial advisers providing advice to retail clients can comply with the upcoming breach reporting law. Information sheet 259 Complying with the notify, investigate and remediate obligations sets out further guidance ...

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
AZ Next Generation Advisory acquired a minority stake in Cranage Financial Group to assist in building scale. Cranage Financial Group is a self-licensed advisory firm with $300 million in funds under management, $2 million in annual in-force life insurance ...

Morningstar business development lead to exit

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
Morningstar is recruiting for a new head of business development for Australia and New Zealand as the incumbent readies to return to the United States. Phil Winter is remaining with Morningstar but leaving the local business; returning to Chicago at ...

Navigator buys stake in alternatives manager

KARREN VERGARA  |  TUESDAY, 7 SEP 2021
Navigator Global Investments has acquired a stake in an alternatives investment manager. ASX-listed Navigator will own 32% of Longreach Alternatives after the firms signed a definitive agreement. Established in 2016, Longreach has some $1.6 billion ...

Praemium rejigs executive team

ANNABELLE DICKSON  |  TUESDAY, 7 SEP 2021
The platform has given its chief commercial officer responsibility of business strategy and promoted its head of distribution to the executive leadership team. Praemium's chief commercial officer Mat Walker will now oversee business strategy in addition ...

ClearView kicks off strategic review

KANIKA SOOD  |  FRIDAY, 3 SEP 2021
... will include potential "change of control transactions". ClearView has appointed BofA Securities as its sole financial adviser and Gilbert + Tobin as its legal adviser for the review. The firm's three business units are financial advice, wealth management ...

FS Power50: Last day to vote

KARREN VERGARA  |  FRIDAY, 3 SEP 2021
Voting for the 2021 FS Power50, which recognises the most influential financial advisers in Australia, closes today. This year, Financial Standard received nearly 150 nominations. Your vote will help determine who will make this year's final 50. Financial ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
The former general manager of private wealth at Wilsons Advisory will lead one of Easton Investments' licensees in a newly created role. Tara Ross has been appointed head of GPS Wealth, effective September 13. Ross will join from Wilsons Advisory where ...