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Showing 121 - 130 of 892 results for "Charter"

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... has registered. Just 22 out of the total 81 complaints are deemed to be resolved. Commonwealth Financial Planning (53), Charter Financial Planning (43), Bridges Financial Services (18), Financial Wisdom (16), Securitor Financial Group (15), Interprac ...

Aussie small caps, property funds in the red

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... including Atlas' High Income Property Fund (-13.1% p.a.), UBS CBRE's Global Property Securities Fund (-18.2% p.a.), Charter Hall's Maxim Property Securities Fund (-15.7% p.a.) and Ironbark's Paladin Property Securities Fund (-13.4% p.a.). ...

Property market peril to continue: Quay Global Investors

CASSANDRA BALDINI  |  FRIDAY, 16 JUN 2023
... do this all the time." However, decreased property valuations and asset sales has somewhat become a theme. This week, Charter Hall provided an update on its REIT valuation, saying: "The valuations resulted in a net movement of $164 million, inclusive ...

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
The federal government provided clarity on the Non-Arm's Length Income (NALI) provisions related to expenditure incurred by superannuation funds - however, the industry says it requires further consideration. In last night's budget, the government ...

Last chance to vote: MAX Awards

CASSANDRA BALDINI  |  FRIDAY, 5 MAY 2023
... Marketing Team of the Year. Finalists include, Franklin Templeton, La Trobe, Allianz Retire+, Betashares, Praemium, MLC Life, Charter Hall, Australian Ethical, AMP, Australian Retirement Trust, Generation Life, Hostplus, Betashares, Vanguard and ClearBridge ...

Former adviser jailed for six years

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... 2017, according to the ASIC Financial Adviser Register. He was also previously licensed by Genesys Wealth Advisers and Charter Financial Planning.

MAX Awards 2023: Get voting

CASSANDRA BALDINI  |  MONDAY, 24 APR 2023
... the Year, and Marketing Team of the Year. Finalists this year include Allianz Retire+, Betashares, Praemium, MLC Life, Charter Hall, Australian Ethical, AMP, Australian Retirement Trust, and QIC. Last year's awards attracted over 13,000 votes, with ...

Finalists announced in 2023 MAX Awards

CASSANDRA BALDINI  |  FRIDAY, 21 APR 2023
... consumers. This year, the awards feature 115 finalists across 23 categories including Distribution Team of the Year, with Charter Hall, Janus Henderson Investors, La Trobe Financial, MFS Investment Management and T. Rowe Price up for nomination. Other ...

Kapstream wins new mandate

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... Chrystal said her team will work closely with Australian Ethical to ensure that the new portfolio meets Australian Ethical's charter of targeting investments that do good, while avoiding those that are harmful. Over the last couple of years, Chrystal ...

MSC Trustees names Singapore chief

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2023
MSC Trustees has named a chief executive for its recently launched Singapore operations. Lian Sar Lim has taken on the role, bringing about 23 years' experience with him. His previous roles include 11 years with sovereign wealth fund GIC in a range ...