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Showing 121 - 130 of 1292 results for "Foundation"

AFA, FPA propose merged entity name

KARREN VERGARA  |  TUESDAY, 7 FEB 2023
... AFA, while their new membership will become effective on 1 July 2023. The AFA and its associated entities like the AFA Foundation will wind up after 1 July 2023. A Certified Financial Planner member of the FAA will pay $995 in annual membership fees ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... Bank. Rowe has also previously served as chair of the Financial Planning Association of Australia, and of its Future2 Foundation, and was appointed a director of the Financial Adviser Standards and Ethics Authority. He has also sat on the Financial Planning ...

ASIC commissioner to join Vanguard

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
ASIC commissioner Sean Hughes is set to lead Vanguard Australia's legal and compliance function. Hughes was due to end his five-year term in December but will now finish up on February 3. "We are grateful for the contribution Sean has made to ASIC ...

SS&C launches super offering, secures Mine Super mandate

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... superannuation administration services in Australia. SS&C hopes the new agreement with Mine Super will establish a foundation for its new super administration business in APAC. Mine Super's wealth of experience in super administration will be central ...

AustralianSuper, Link extend partnership

CASSANDRA BALDINI  |  MONDAY, 19 DEC 2022
AustralianSuper and Link Group have extended their long-running partnership. Under the agreement, Link Group's Retirement and Superannuation Solutions will provide superannuation administration and customer engagement services to the super fund ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... is also a founder of the Financial Industry Community Aid Program (FICAP) and currently also serves as chair of the foundation. At FICAP's annual fundraiser in August it raised over $120,000 for SHINE for Kids and the Starlight Children's Fou ...

AustralianSuper announces leadership shakeup

CHLOE WALKER  |  THURSDAY, 15 DEC 2022
... private equity (PE) team in New York," he said. "His tireless efforts and commitment to members have helped lay the foundation for our future growth and lead the fund well placed for the future."

Barrenjoey launches social purpose fund manager

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2022
... million expected over the life of the fund, depending on its size. ART is a cornerstone investor in the fund, alongside foundation investors Insignia Financial, Minderoo Foundation and legalsuper. "The firms we have selected are all market leading global ...

Crescent Wealth responds to PDS error criticism

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... members best financial interests. Despite the controversy, Crescent Wealth took the opportunity to strongly reaffirm its foundation of Islamic-inspired values, particularly, honesty, trust and respect. But still, to June 30, Crescent Wealth's Growth ...