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Showing 1201 - 1210 of 10696 results for "May 2014"

Soul Patts raises stake in Perpetual

CHLOE WALKER  |  WEDNESDAY, 13 DEC 2023
After its bid to acquire Perpetual was rejected, Washington H. Soul Pattinson (WHSP) has increased its ownership in the fund manager to 11.6%, according to a filing made yesterday. Last week, Perpetual rejected WHSP's $3 billion acquisition offer, saying ...

SMSF Association blasts 'highly questionable' ASFA research

ANDREW MCKEAN  |  MONDAY, 11 DEC 2023
The SMSF Association has ripped apart the Association of Superannuation Funds of Australia's (ASFA) assertion, which is based on ATO sample data, that less than 1% of SMSFs with balances over $3 million have farm-related income. The government has ...

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
The Financial Services and Credit Panel (FSCP) has slapped a financial adviser with a "registration prohibition order" for being insolvent under administration. Timothy Leslie Anderson's registration as a relevant provider has been revoked from ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
In its final response to the Quality of Advice Review (QAR), the government plans to modernise the best interests duty and amend the Statement of Advice (SoA), while also granting approval for superannuation funds to provide personal advice. In its ...

ASIC curbs high-risk offers from online trading providers

ANDREW MCKEAN  |  WEDNESDAY, 6 DEC 2023
ASIC has identified a trend among some online trading providers, presenting high-risk investment opportunities to retail investors, a shift emerging amid the fluctuating market conditions and the decline in retail trading activity post-pandemic. In ...

VFMC selects new chair

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
Victorian Funds Management Corporation has named Lisa Gay as its new chair. The appointment follows the retirement of long-serving chair James McKenzie in August. At that time, Gay was selected to serve as chair on an interim basis. Now, she has been ...

Coastal Advice Group expands reach

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
The Newcastle-based group has acquired RI Brighton and Wealth for Life Financial Planning as part of its strategy to become one of the leading financial advice providers in the country. The acquisition of the firms, both based out of Adelaide, will ...

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
The government has been encouraged to create a regulatory framework that empowers superannuation trustees to offer members targeted help, guidance, and advice (HGA) on issues outlined in the Retirement Income Review (RIC). The Actuaries Institute dialogue ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
For new money, the current income landscape is the most attractive it's been in at least a decade, according to Morningstar chief investment officer Matt Wacher. Wacher, who shared his top investment ideas in Morningstar wealth's 2024 outlook report ...

Gender pay gap a crucial diversity metric: FSI

RACHEL ALEMBAKIS  |  FRIDAY, 1 DEC 2023
Improving reporting on gender pay gap and gender diversity will help investors assess where companies are addressing gender-based equality and inclusion and set the stage for engagement on diversity measures beyond gender, according to First Sentier ...