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Showing 1411 - 1420 of 4897 results for "Alex"

InvestmentLink launches goals-based advice platform

ALEX BURKE  |  TUESDAY, 23 MAY 2017
Financial data feed provider InvestmentLink is launching a new cloud-based platform targeted at financial planners looking to provide outcomes-oriented advice to clients. CashDeck uses InvestmentLink's data repository to allow clients to manage all ...

Big banks pay $60m in advice refunds

ALEX BURKE  |  MONDAY, 22 MAY 2017
AMP, ANZ, CBA, NAB and Westpac have to-date repaid $60 million out of an estimated $204 million for charging clients for financial advice that was not provided. This news follows the October 2016 release of ASIC's report into the advice businesses of ...

Iron magnate makes historic $400m pledge

ALEX BURKE  |  MONDAY, 22 MAY 2017
The Australian chair of one of the world's largest iron ore producers recently made the largest ever donation by a living Australian to a range of charitable causes. Fortescue Metals chair Andrew "Twiggy" Forrest, along with his wife Nicola, donated ...

Macquarie to pay $2m following ASIC probe

ALEX BURKE  |  MONDAY, 22 MAY 2017
ASIC accepted an enforceable undertaking from Macquarie, which includes a community benefit payment of $2 million, following the regulator's investigation into the bank's wholesale foreign exchange business. ASIC determined that on multiple occasions ...

Perennial micro-cap fund gets Lonsec tick

ALEX BURKE  |  MONDAY, 22 MAY 2017
Lonsec gave Perennial's new micro-cap trust a "Recommended" rating. The Perennial Microcap Opportunities Trust aims to outperform the S&P/ASX Small Ordinaries Accumulation Index after fees over rolling three-year periods by investing in 30 to 70 listed ...

GSFM hires Macquarie exec

ALEX BURKE  |  FRIDAY, 19 MAY 2017
Grant Samuel Funds Management has appointed a new compliance officer. Stuart Osborne joins GSFM from Macquarie, where he held multiple positions since 2002, including compliance and op risk executive, credit analyst, operational risk manager, and associate ...

Second private equity firm joins battle for Fairfax

ALEX BURKE  |  FRIDAY, 19 MAY 2017
In the battle for Fairfax Media, a new US-based bidder has entered the fray. Hellman & Friedman (H&F), established in 1984 by Lehman Brothers and Salomon Brothers executives Warren Hellman and Tully Friedman and with about $50 billion in assets under ...

Crowe Horwath managing partner to depart for government role

ALEX BURKE  |  FRIDAY, 19 MAY 2017
A managing partner at Findex-owned Crowe Horwath will leave the firm to become the Auditor-General for the Queensland Government. Brendan Worrall, currently Crowe Horwath's managing partner for audit and assurance for the Australian and New Zealand ...

Aussie hedge fund eyes US expansion

ALEX BURKE  |  FRIDAY, 19 MAY 2017
An award-winning Australian hedge fund manager is setting up shop in the US with a Manhattan office and new local and international hires. NWQ Capital Management, based in Perth and led by managing partners Jonathan Horton and Stuart McClure, has appointed ...

Liquidnet acquires global tech firm

ALEX BURKE  |  THURSDAY, 18 MAY 2017
Institutional dark pool network Liquidnet is preparing for changes to European Union markets regulation through the acquisition of a global provider of equity analytics. OTAS Technologies, established in 2011, currently provides equity market analytics ...