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Showing 1581 - 1590 of 11021 results for "Account"

abrdn's Jollie outlines next steps

ELIZABETH FRY  |  FRIDAY, 7 JUL 2023
Having overhauled the global investment manager's local business, Brett Jollie has finally confirmed his departure calling it a planned exit. "It is something I've been working towards since last December when we announced the restructure of ...

Frontier calls for better unlisted asset valuations

ANDREW MCKEAN  |  WEDNESDAY, 5 JUL 2023
Frontier Advisors is collaborating with Australian asset owners to hold fund managers to account regarding the accurate valuation of unlisted assets. The consulting firm was spurned to action amid robust growth in the superannuation sector, with an ...

AustralianSuper posts solid return for FY23

ANDREW MCKEAN  |  WEDNESDAY, 5 JUL 2023
... have also responded to a variety of significant investment challenges, including write downs in some property assets to account for falling values." Last financial year, the balanced investment option delivered a return of -2.73%. Delaney attributed ...

Allegro unveils PwC entity as Scyne Advisory

CASSANDRA BALDINI  |  TUESDAY, 4 JUL 2023
... relevant professional bodies. "It would also be appropriate for PwC to indicate what action they are undertaking to hold to account the PwC Australia leadership team, including former chief executive Luke Sayers and the legal counsel from 2015, who devised ...

More assets held in Choice over MySuper: APRA figures

ANDREW MCKEAN  |  MONDAY, 3 JUL 2023
... (148 and 276 respectively), hold $12 billion and $396 billion respectively. Choice accumulation members boast an average account balance of $112,000. Those transitioning to retirement hold an average $192,000, and members already in their retirement ...

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
Count Limited will acquire a 40% stake in Melbourne-based wealth management firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive ...

Technology top threat to company culture: Report

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
New and emerging technology is the biggest threat to company culture within financial services firms, more than 60% of senior leaders say. According to a report by Allen & Overy (A&O Consulting), Organisational culture in financial services, 62% of ...

E&P appoints new chief executive

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
E&P Financial Group named a new chief executive as the incumbent announces his resignation after four years at the helm. Peter Anderson, who is also managing director, is to step down on December 31. He will be replaced by head of E&P capital Ben Keeble. ...

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
... offers a range of new services, including the ability to manage off-platform assets and custodial assets through the one account. Netwealth is relaunching the flagship Wealth Accelerator platform to better service the growing number of financial advisers ...

Trustees must do better on account consolidation: ASIC

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
... across one or more of their funds. One of them determined that it was never appropriate for a member to have more than one account and automatically consolidated any multiple accounts identified. Meanwhile, ASIC said the trustee that failed to assess ...