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Showing 151 - 160 of 4729 results for "Jon"

New inspector-general of taxation appointed

ELIZA BAVIN  |  MONDAY, 24 JUN 2024
The Albanese Government has appointed Ruth Owen as the new inspector-general of taxation (IGT) for a five-year period commencing on 15 July 2024. Owen brings a wealth of experience in tax, public sector reform, complaints management and dispute resolution ...

Most traded US stocks revealed

ELIZA BAVIN  |  FRIDAY, 21 JUN 2024
The US share market made a comeback in May after a decline in April following moderating inflation data and weak consumer spending offered investors some optimism that interest rate cuts may be around the corner. Trading data from Selfwealth found Nvidia ...

Platinum shutters London operations, UCITS funds

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
Platinum Asset Management has shuttered its London office following the closure of its Platinum World Portfolios. Platinum World Portfolios (PWP), which comprised Platinum's International, Asia ex Japan, Japan and Health Sciences strategies, were UCITS ...

Sequoia chief learns his fate at EGM

ELIZA BAVIN  |  THURSDAY, 6 JUN 2024
Sequoia Financial Group held an extraordinary general meeting (EGM) this week to consider a resolution to remove chief executive and managing director Garry Crole. Shareholders voted against removing Crole, securing 59.95% of the votes, with 40.05% ...

Broken promises leave survivors in the lurch

ANDREW MCKEAN  |  TUESDAY, 4 JUN 2024
More than a year on from a Treasury consultation on giving victims of child sexual abuse access to their abuser's superannuation for compensation purposes, little headway has been made. At the same time, experts say the government's proposals ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... Perrett set up Freshwater Wealth, which is licensed by Centrepoint Alliance, and is joined by partners and financial advisers Jon Harris and Dean Fuchs. The three are former Westpac advisers, with Perrett, a 2022 FS Power50 financial adviser, having ...

AFCA to expel Dixon Advisory

KARREN VERGARA  |  THURSDAY, 30 MAY 2024
The Australian Financial Complaints Authority (AFCA) is set to kick out Dixon Advisory & Superannuation Services (DASS) as a member over the next few weeks. AFCA announced on May 28 that the administrator of DASS has 21 days to reply to the proposal. ...

Koda Capital poaches five JBWere advisers

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
Five JBWere financial advisers will jump ship to Koda Capital as the latter expands its presence in Melbourne. Simon Talbot spent more than 23 years at NAB's JBWere where he was most recently a director and senior wealth adviser. Elizabeth Watson joins ...

T. Rowe Price hires to strengthen adviser relationships

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
T. Rowe Price has announced the appointment of Camilla Banasiak as relationship manager to grow its financial adviser client base in New South Wales. In the role, Banasiak will be a key member of the firm's Australian intermediary team to identify suitable ...

How super funds could better support members: Research

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
New research from TAL has revealed the expectations of Australians approaching retirement versus the lived experience of retirees. The research, titled What I Wish I Knew About Retirement, surveyed 1000 Australians 55 and older and highlighted the important ...