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Showing 1271 - 1280 of 7108 results for "December"

Flows to SRI ETFs boom

ELIZABETH MCARTHUR  |  TUESDAY, 30 NOV 2021
... 2021 had funds under management (FUM) of approximately US$350 billion, representing a staggering increase of 2200% from December 2014. The FUM in SRI ETFs had been slowly creeping up between 2014 and 2019, but between 2019 and 2020 it more than doubled ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... Financial, making it the 23rd addition to the group this year. Financial Momentum will become part of Count Financial on December 1. The family business, with a team of four financial advisers, is based in Wangaratta and has an office in Sunbury. It ...

La Trobe fined for misleading investors

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
... potentially affected investment decisions involving very large sums of money." When ASIC first took action against La Trobe in December last year, the firm said that no liquidity event, even though the global financial crisis and the COVID-19 pandemic ...

Industry fund cuts premiums

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
... to reduce premiums for this important insurance coverage," the fund told members. The reduction will be applied from 1 December 2021. In line with a shift across the industry, REI Super has also changed the way it assesses TPD claims - moving from Activities ...

Director appointment, retirement at Raiz Invest

CHLOE WALKER  |  FRIDAY, 26 NOV 2021
... an important contribution to the company." Grimshaw will replace David Gordon on the board of Raiz Invest Limited on 1 December 2021. Gordon was instrumental in founding and guiding Instreet Investment Limited with George Lucas in 2007, which in 2018 ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... appointments across the client service and relationship management teams over the recent months. Her role will commence on 13 December 2021.

Future Fund hires chief economist

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
... Samild was promoted as deputy chief investment officer from his role as head of alternatives. The role was left vacant in December 2020 when Brake moved into the chief investment role. It comes as Future Fund delivered a one-year return of 22.3%. The ...

CBA receives regulatory approval for CFS sale

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
... interest in Colonial First State (CFS) to leading global investment firm KKR. The transaction is expected to complete on 1 December 2021. CBA first announced the CFS divestment to KKR for $1.7 billion last May but faced backlash from the unions with ...

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... delegate. He has been granted conditional bail and has been committed to the Sydney District Court for sentencing on December 10. Nesseim was permanently banned from providing financial services in 2018 and later banned from engaging in credit activities ...

Link allows BCM due diligence

ANNABELLE DICKSON  |  WEDNESDAY, 17 NOV 2021
... (BCM) business. The PES syndicate has been given exclusive due diligence in relation to BCM on an exclusive basis until December 17, subject to a customary fiduciary exception. Link said the agreement with the syndicate does not restrict it from considering ...