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| | | ... $100 billion, comprised of $99.5 billion in custodial FUA and $0.7 billion non-custodial. The milestone coincided with the group's 25 th anniversary as well as the launch of its revamped platform. The platform's new look "provides a modern, intuitive ... |
| | | | ... finish at NAB at the end of March 2025, joined NAB in 1992 and built a respected economics function, the bank said. NAB group chief financial officer Nathan Goonan said Oster's contributions over the past three decades has been invaluable. "Alan Oster's ... |
| | | | MSC Group, the trustee services provider, has added a custody business lead and a relationship manager to its team. The firm - which specialises in responsible entity and fund trusteeship services - has appointed Chris Morpeth as the general manager ... |
| | | | ... foundations. She reported to Riccardo Briganti, who has also been at Cambooya for around five years, landing from BT Financial Group. Before that, Young was a senior member of the investment team at the Myer and Baillieu family offices. In these firms ... |
| | | | ... just walk away from a subsidiary," he said. The defunct Libertas Financial Planning, which was owned by Sequoia Financial Group, is one example where ASIC cancelled the AFSL for failing to pay an AFCA determination. Last week, ASIC canned the AFSL of ... |
| | | | ... across AMP Financial Planning, Hillross, and Charter Financial Planning now have a new home at Entireti and AZ NGA. The group, including Jigsaw, is temporarily known as NewCo as the new owners work to unveil a rebrand in the first quarter of 2025. Overall ... |
| | | | ... the S&P/ASX Mid-Cap 50 Index by at least 2% after fees and expenses. The fund holds between 20 and 50 stocks including CAR Group, REA Group, and Fisher & Paykel Healthcare as long-term holdings, and mirrors its small and micro-cap funds. The same investment ... |
| | | | ... evolving advice landscape, a global pandemic, and a shifting economy, we've continued to grow alongside our clients," the group said in marking the milestone. It is now eyeing further growth, including with a new educational video series with economist ... |
| | | | ... and cash flows in the future." In recent times, ART has merged with Alcoa of Australia Retirement Plan, AvSuper, and CBA Group Super, to name a few. It is also planning a merger with Qantas Super. Morningstar said the focus is now on future growth, and ... |
| | | | ... million and be disqualified for four years, in proceedings brought by ASIC. The court also ordered that The A Team Property Group, five of the investment schemes and associated companies be wound up, and that receivers be appointed over the property ... |
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