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Showing 141 - 150 of 1345 results for "Grant"

Perennial renews contract with SS&C

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
Perennial Partners has reappointed SS&C Technologies Holdings as its unit registry services provider. The fund manager is sticking with SS&C Global Investor and Distribution Solutions (GIDS), which will provide unit registry services for its exchange-traded ...

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
A former financial adviser has been charged with 12 counts of dishonest conduct for falsifying clients' documents to access their superannuation accounts. The Downing Centre Local Court yesterday slapped the charges on David Mario Valvo while running ...

IFM Investors adds to global client solutions team

JAMIE WILLIAMSON  |  WEDNESDAY, 27 MAR 2024
... across from Ashmore Group where she held a similar role. She is reporting to IFM's head of global client solutions John Gee-Grant and will drive the relationships with consulting firms across business lines. She will work alongside other recent appointments ...

Director facing $13k fine in first of its kind action from ASIC

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
The Australian Securities and Investments Commission (ASIC) has commenced the first prosecution action against a director for failing to comply with the obligation to have a director identification number (director ID). ASIC did not name the director ...

MSC Trustees nabs Equity Trustees general manager

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... business unit manager, working in client management and compliance. She is a chartered accountant and has also worked with Grant Thornton and BDO Nelson Parkhill. "We are delighted to welcome Kylie to MSC Trustees as an accomplished leader in our corporate ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
Platform providers' ability to innovate and improve administrative efficiencies are enabling financial advisers to digitally self-serve and improve client outcomes, according to SuitabilityHub. The 2024 platform market wrap found that the move to digital ...

Betashares to launch Nasdaq ETFs

CHLOE WALKER  |  THURSDAY, 8 FEB 2024
... volumes from advisers in 2023, over the past two years. AUSIEX head of product, marketing and customer experience Brett Grant said over the past two years, ETFs have become an increasingly important part of advisers' investment strategies, in part due ...

SMSF scammers charged with criminal offences

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2024
A duo who allegedly defrauded self-managed super funds (SMSF) have been charged by the Melbourne Magistrates Court with a string of criminal offences. The charges follow an ASIC investigation into the activities of Joseph Cullia and Zoran Markovic ...

Netwealth records $78bn FUA, flags departure

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
... said the new business pipeline remains strong on all fronts. However, the business did flag that chief financial officer Grant Boyle, who has held the role since 2017, has notified the board of his intention to step down this year. Netwealth said the ...

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... ASX-listed Hearts and Minds Investments received the award for his contribution to the business sector and community. Graeme Grant, served in various senior roles in the superannuation sector, including the chair of CareSuper between 2012 and 2014 and ...