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Showing 1311 - 1320 of 4461 results for "October"

Client drags advice firm, advisers to court

KANIKA SOOD  |  WEDNESDAY, 20 MAY 2020
... to have discovered some of the fraud and broke off the relationship. The proceedings commenced in November 2016. Last October, they were set for 10 days of hearings to start on 25 May 2020. The Pattersons contend Giam's claims and say they gave her ...

Pendal's product pipeline for 2020

KANIKA SOOD  |  MONDAY, 11 MAY 2020
... redeemed about $118.3 million in seed capital, following closure of the US SMID and Global Smaller Companies funds in October/November last year. So far this year, Pendal subsidiary Regnan has launched its first specialist impact product to the Australian ...

Former Cbus advice head launches referral program

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... the foundation for success." Harper led Cbus's head of advice and retirement for over six years, before leaving in October last year following an internal restructure. During his time at Cbus, Harper pioneered Cbus's adviser referral program ...

Chief economist update: Will emerging markets be first to emerge?

BENJAMIN ONG  |  THURSDAY, 7 MAY 2020
... 2019. This becomes even more convincing given the three interest rate cuts implemented by the Fed in July, September and October 2019. Until the coronavirus became a pandemic, that is. In its April WEO update, the IMF declared that, "Among emerging market ...

Platform cancels top 50 funds list

ELIZABETH MCARTHUR  |  TUESDAY, 5 MAY 2020
... products that don't suit their needs or that are poor value for money. The Woodford Equity Income Fund was wound up in October last year after liquidity problems saw it unable to meet redemptions.

Super fund delays successor fund transfer

KANIKA SOOD  |  TUESDAY, 5 MAY 2020
... late. In March, Tasplan and MTAA Super, who committed to a merger late last year, moved back the date of the merger from 1 October 2020 to 31 March 2021, citing COVID-19. AMP also delayed its transfer of corporate client Anglican National Super to the ...

Pendal appoints new head of HNW distribution

KANIKA SOOD  |  MONDAY, 4 MAY 2020
... becoming head of distribution in Seoul where he ran the equities trading and stockbroking businesses, according to Pendal. In October, Rebecca Fesq left as Pendal's head of client experience and direct after five years at the company to join Regal ...

Chief economist update: No escaping the inverted yield curve

BENJAMIN ONG  |  MONDAY, 4 MAY 2020
... inverted US yield curve. The Fed's pause in early 2019 and three interest rate reductions later - in July, September and October - plus the "first phase deal" between the US and China - turned the yield curve positive around October of that year ...

Sargon buyers tap former PEXA chief as adviser

KANIKA SOOD  |  FRIDAY, 1 MAY 2020
... for Sargon's operating businesses. Marcus Price was the chief executive of Property Exchange Australia from 2010 to October last year. After Sargon Capital had administrators appointed in late January upon defaulting on interest payments on its debt ...

FASEA too soft on ethical investing: Advisers

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
... example provided along with the FASEA Code of Ethics' Standard 6. In the Code of Ethics Guidance, released by FASEA in October 2019, this example was given: "Where your clients indicate they only wish to invest in ethical or responsible investments ...