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Showing 91 - 100 of 1126 results for "New South"

HMC Capital unit beefs up Melbourne office

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... improvement analyst. The move to bolster the Victorian team follows the recent addition of three banking specialists to the New South Wales team and three new relationship staffers for the Queensland and Perth offices. Payton Capital, a wholly owned ...

TCorp returns 7%, AUM hits $110bn

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... management (AUM) grew 3% to $109.7 billion in the 2024 financial year, its recently published annual report shows. The New South Wales investment manager boasted $139.8 million in net profit, which was up 8.3% year on year. It will return $130 million ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... in this context," Palmer said. It comes as Viridian Financial Group co-founder Brett Arnol said with HSC results in New South Wales released next week, school leavers should consider a career in financial planning. "The industry has undergone significant ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... different levels of understanding," Vaka added. Lewis warned of the criminal implications of coercive control. Four states - New South Wales, Queensland, South Australia, and Tasmania - recognise coercive control as a standalone event, she said. "It's ...

Family office investment lead joins TCorp

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... investment who plans to join TCorp in the new year. Katheryn Young is departing Cambooya to take an institutional role at the New South Wales state investment firm. TCorp has confirmed her appointment as the new head of client advice and portfolio management. ...

SMSFs surpass $1tn milestone

MATTHEW WAI  |  WEDNESDAY, 27 NOV 2024
... quarter and 165 exits. Sticking with tradition, the vast majority of SMSFs have two members at close to 70%. Residents in New South Wales and Victoria remain most likely to have an SMSF, together making up more than 60% of the total. Together, they have ...

Systemic issues impact 20k consumers: AFCA

MATTHEW WAI  |  MONDAY, 11 NOV 2024
... system was not able to recognise variance in public holidays across different states. The date was a public holiday in New South Wales, but not in Queensland and the system accepted members' 'At Market' orders on a certain date when the ASX was closed. ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
... Adelaide, CMS Private Advisory has been operating since 1997, servicing high-net-worth clients across South Australia and New South Wales. This marks Mutual Trust's fifth merger in its history, and the second in South Australia, having merged with Reynolds ...

Former super fund investment chief in new gig

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... insurance fund from scratch. Earlier, he served as director of treasury and investment services at the University of New South Wales, where he managed UNSW's endowments. "We are thrilled to have Michael join us. His extensive experience will strengthen ...

RQI Investors promotes three staffers

ELIZABETH FRY  |  TUESDAY, 8 OCT 2024
... State Street Global Advisors. Before his career in asset management, he held a faculty position at the University of New South Wales, where he lectured in quantitative finance. Finally, Scott Hamilton is now head of portfolio construction and engineering ...