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Showing 111 - 120 of 4401 results for %22Count Financial%22

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
... confirmed it's currently seeking to broaden its coverage of wholesale investor groups including wealth management and financial advice firms.

Count welcomes chief financial officer

CHLOE WALKER  |  FRIDAY, 8 SEP 2023
Keith Leung has been appointed to the role of chief financial officer at Count. Leung brings close to 20 years' experience in financial services, most recently serving as general manager, business service and finance transformation at Australian energy ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... chief executive Blake Wood and co-founder Chris Dadej are now co-chief executives as Burridge vacates the top job. The financial advice and client engagement platform launched three years ago and has recently brought in backers from the US. Invest Blue ...

Natixis IM eyes expansion with new retail AFSL

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
Natixis Investment Managers has expanded its Australian Financial Services Licence (AFSL) to target retail clients, affording broader access to strategies from its collective of global investment managers. Natixis IM country head of Australia and New ...

Commonwealth to disclose climate risks in sovereign bonds

ROSE MARY PETRASS  |  THURSDAY, 31 AUG 2023
... settled on August 7 by O'Donnell and the respondents, being the Commonwealth of Australia, the Australian Office of Financial Management chief executive, and the Department of Treasury secretary. Other bond investors have also been invited to put ...

Strategic reset delivers for Count

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2023
... million had been offered and $424.5 million had been paid. This is payable by Commonwealth Bank as part of the Count Financial sale agreement, with the timeframe for notification of any further indemnified conduct to end on October 1. "Count delivered ...

Top global trends impacting portfolio construction

CASSANDRA BALDINI  |  TUESDAY, 29 AUG 2023
... the profit potential for large investors is pretty small," he said. "So really think about both risk and opportunity." Financial Standard is the official media partner of the Australian Institute of Superannuation Trustees' 2023 ASI Conference. You ...

Citi terminates staff super fund

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2023
... of its 2022 annual report, the fund had about 125 members and funds under management of $66.7 million. The FUM and member count have been steadily dwindling for some time, however the minutes from its last annual members meeting in August 2022 state ...

Count welcomes Rockhampton practice to network

STAFF WRITER  |  TUESDAY, 29 AUG 2023
Rockhampton firm TISLife is the latest practice to join the Count adviser network. TISLife, started in 2015, is run by managing director Andrew Thackeray and specialises in insurance advice. It officially joined the Count fold earlier this month. "Our ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
Guideway Financial Services has a new tool built on generative artificial intelligence (AI) that accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house ...