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Showing 121 - 130 of 1345 results for "Grant"

Netwealth FUA nears $90bn

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... business pipeline including conversion rates, remains very strong across all segments," Netwealth chief financial officer Grant Boyle said. "Several significant new client wins have begun transitioning flows onto the platform in early FY2025 with approximately ...

FEAL names Fund Executive of the Year

MATTHEW WAI  |  FRIDAY, 2 AUG 2024
... executives who significantly contribute to the ever-evolving super fund industry. Farrar also received a $30,000 education grant for executive education programs at an institution of her choice. Congratulating Farrar on her achievement, FEAL's chair ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
The owner and financial adviser at Build Your Wealth has been banned from the industry for five years after ASIC found evidence of conflicts of interest. Christopher Edward Luff failed as a financial adviser, according to ASIC's investigation, particularly ...

Platinum ends FY24 with $13bn FUM

KARREN VERGARA  |  FRIDAY, 12 JUL 2024
... executive and managing director Jeff Peters' employment contract will be affected. This means Peters will receive an initial grant of performance rights of $1.5 million in face value in the form of deferred rights (ASX: PTMAA) under the deferred remuneration ...

Australia climbs global wealth ranks

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
Australia has moved up the ranks in the UBS Global Wealth Report, rising from third place to second in terms of median wealth per adult, sitting just below Luxembourg. In 2023 wealth growth across the world recovered from its 3% contraction the previous ...

iExtend receives AFSL after lengthy wait

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
iExtend has been granted an AFSL, after entering a court enforceable undertaking last year over concerns of unlicensed conduct. In November 2023, the life insurance startup entered a court enforceable undertaking after ASIC pinged it for possibly operating ...

Qualitas secures additional $300m mandate

ELIZA BAVIN  |  THURSDAY, 27 JUN 2024
Qualitas has announced a commitment of up to $300 million from a wholly owned subsidiary of the Abu Dhabi Investment Authority (ADIA) for its existing Qualitas Diversified Credit Investments (QDCI) platform. This represents ADIA's third commitment to ...

ASIC appeals judge's call to not penalise Block Earner

JAMIE WILLIAMSON  |  TUESDAY, 18 JUN 2024
ASIC is appealing the Federal Court's recent decision to not issue a penalty to Block Earner after it was found to have provided unlicensed financial services. In November 2022, ASIC commenced civil penalty proceedings against Block Earner, which offered ...

Vale Garry Wyatt

KARREN VERGARA  |  MONDAY, 17 JUN 2024
... successful continuation of Insync's operations in the hands of new team members." Insync head of strategy and distribution Grant Pearson wrote on LinkedIn that Wyatt was the "type of bloke you want leading a growing business; overcoming all the challenges ...

IFM makes North American appointment

ELIZA BAVIN  |  TUESDAY, 11 JUN 2024
... client solutions. Based in New York, Mody will lead IFM's client solutions business in North America, reporting to John Gee-Grant, head of global client solutions. "I am incredibly excited to welcome a leader of Andrea's calibre to IFM's global client ...