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Showing 1211 - 1220 of 9060 results for "BES"

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
A Fidelity International report shows that although most Australians feel obligated to share their wealth with future generations, a mere one in 10 have prepared a comprehensive estate plan. Drawing on nationally representative data by research firm ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
Launching in late October, Source Wealth will provide flexible, goals-based advice backed by technology. Source Wealth founder Michael Sauer brings nearly a decade of experience in financial services to the firm, having served at Tribeca Financial ...

AIA restructures retail insurance unit

CASSANDRA BALDINI  |  WEDNESDAY, 18 OCT 2023
AIA Australia's retail insurance division has a new structure, with underwriting, new business administration, and distribution capabilities now combined. The life insurer said the change will unite the key touchpoints in the retail-advised purchasing ...

Equip Super welcomes new chair

CHLOE WALKER  |  TUESDAY, 17 OCT 2023
Michael Cameron will become the fund's new chair, replacing Danny Casey. Taking over in November, Cameron will lead Equip Super's nine-person board, consisting of three independent directors, three member directors, and three employer directors. ...

PSK acquires Perth-based advice group

CASSANDRA BALDINI  |  TUESDAY, 17 OCT 2023
PSK Private Wealth is expanding into Perth with the acquisition of Sage Financial Group. Sage has more than 30 years of history, founded by Peter Tucker and John O'Neill in 1989. Under the acquisition, all its team, comprised of 20 employees and ...

Selfwealth ditches Stake takeover bid

KARREN VERGARA  |  MONDAY, 16 OCT 2023
Selfwealth has rejected a takeover proposal from competitor trading platform Stake and its offer of 17.5c per share. The ASX-listed trading platform said that after careful assessment, "Stake's incomplete and conditional proposal did not offer appropriate ...

Forager to delist Aussie LIT

KARREN VERGARA  |  MONDAY, 16 OCT 2023
Forager Funds Management is set to delist its Australian-listed investment trust as it continues to trade at a 15% discount to its net asset value. The Forager Australian Shares Fund (FOR) has struggled to close the 15% valuation gap over the last four ...

Crypto exchanges to obey financial services rulebook

ANDREW MCKEAN  |  MONDAY, 16 OCT 2023
The government plans to mandate that crypto exchanges adhere to Australian financial services laws, requiring digital asset platform operators to obtain an AFSL. Treasury's Regulating digital asset platforms' consultation, released today, mandates that ...

The Voice is not at the expense of the economy: Chalmers

CASSANDRA BALDINI  |  FRIDAY, 13 OCT 2023
Treasurer Jim Chalmers has refuted claims that the government's push to incorporate a Voice to Parliament has come at the expense of the economy. Tomorrow, millions of Australians will hit the polls and decide if a First Nations' Voice to Parliament ...

GQG adds local sales staffer

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
The Florida-based boutique investment manager continues to grow its wholesale footprint by hiring more distribution people in Australia. GQG Partners has appointed Daniel Pantè as associate director of business development to help look after Victorian ...