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Showing 111 - 120 of 3747 results for "April"

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
... the tune of $10 million and could face up to 20 years in jail. Terence Rio Nugara, who was permanently banned by ASIC in April, stole $10,152,061.93 from 38 clients between 10 October 2014 and 9 January 2019, documents from the Country Court of Victoria ...

Former adviser lands in jail

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
... Adviser Register, Sebo was licensed under MCA Financial Planners between May 2014 and September 2018. Between January 2009 and April 2014, he was at Sentry Financial Planning. ASIC cancelled Platinum Perpetual Global Private Wealth's AFSL in September ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... investment research and governance Marnie McLaren, based in Sydney. McLaren was with BT for 13 years before her departure in April 2022, prior to which she held senior roles at St George Wealth Management. She is also chair of the Financial Industry ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... believe this closely aligns with our own aspirations," Viridian co-founder and joined chief executive Raamy Shahein said in April. This month, Viridian also acquired Sydney-based mortgage broker, Smartmove Professional Mortgage Advisors, expanding its ...

Willis Towers Watson buys funds from advice group

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... financial advice. The two multi-asset, multi-manager unitised schemes have been operated by Profile since their inception in April 2011 but have been managed by WTW since February 2018, which also benefited investors from a cost perspective as it was ...

Latest CPI data provides case for rate pause

CHLOE WALKER  |  THURSDAY, 31 AUG 2023
... raising interest rates. It will remain on hold for the remainder of this year with the first interest rate cut now expected in April 2024, with two further rate cuts pencilled in over the remainder of next year." Bassanese added that, provided overall ...

RBA considers impact of climate on monetary policy

RACHEL ALEMBAKIS  |  WEDNESDAY, 30 AUG 2023
... evolution of technology and the speed with which climate, economic and social systems can adapt." Bullock noted that the April 2023 RBA review examined the role of monetary policy and climate change. The report said the RBA should "take account of climate ...

Citi terminates staff super fund

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2023
... to ensure an equitable outcome." Citi's decision to close its staff offering follows that of Heidelberg Australia at April end after 64 years in operation. The Heidelberg Australia Superannuation Fund, as at June 2022, had just $23.6 million in savings ...

ART, AvSuper closer to merging

KARREN VERGARA  |  MONDAY, 28 AUG 2023
... best financial interests and comes after an extensive due diligence process. The merger is expected to be completed on 30 April 2024," the super fund said. AvSuper had $2.3 billion in assets under management and 4971 members at the end of June. ART had ...

legalsuper chief operating officer exits

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... Sunsuper, most recently as executive general manager of customer engagement. Luke Symons became the permanent chief executive on April 11. Under his leadership, changes have been introduced at the senior level, which includes creating a new executive ...