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Showing 151 - 160 of 6383 results for "March"

Netwealth gears up to relaunch Core, market share expands

ANDREW MCKEAN  |  WEDNESDAY, 16 AUG 2023
... company enters FY24, Netwealth said it's poised to further expand its market share, which has already grown to 6.7% as of March 2023, as per a Plan for Life analysis of wrap, platform, and master trust. Netwealth chief executive and managing director ...

Franklin Templeton launches alternatives fund in Australia

CASSANDRA BALDINI  |  TUESDAY, 15 AUG 2023
... public and private markets. They have a focus on research-driven innovation and exploration of new segments," she said. As of March end, Franklin Templeton had approximately US$260 billion in alternative strategies.

BT names platform strategy lead

CHLOE WALKER  |  MONDAY, 14 AUG 2023
... as its head of platform strategy and development. Brinckley spent over 20 years at BT before moving to FNZ Australia in March 2022 as its head of solution consulting. Now back at BT, he will be responsible for leading and delivering product development ...

Multiple moves in Aware investments team

ELIZABETH FRY  |  FRIDAY, 11 AUG 2023
... Macquarie. Warner served as the global head of public markets at AMP Capital for five years. He landed at AMP Capital in March 2007 and ran the fund's fixed income business from 2014 to 2017. Meanwhile, as operating chief for investments, Howell ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... 921E(3) of the Corporations Act 2001 in relation to personal advice provided to retail clients between January 2022 and March 2022. Looking closely at the FSCP's fourth determination, Capital Advisory director and financial planner Michael Miller ...

US inflation rises 3.2%

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... inflation back down to our 2% goal," he said. Australia's CPI softened to 6% in June. This was lower than the 7% annual rise in March but marked the second consecutive quarter of lower inflation.

Australian Ethical unveils new moderate fund

CHLOE WALKER  |  FRIDAY, 11 AUG 2023
... multi-asset/diversified suite of products, which already includes the balanced fund, high growth fund and diversified shares fund. Between March and May 2023, the Australian Ethical logged a positive net flow of $90 million. The investment manager saw ...

Liquidate $250bn Future Fund, says think tank

CASSANDRA BALDINI  |  THURSDAY, 10 AUG 2023
... billion for the children of Future Fund. This assumes there will be no erosion in the value of funds under management from 31 March 2023," he said. Burshtein highlighted that the term "sovereign wealth fund" carries a questionable connotation, given ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... Financial to Count in October 2019 and stopped providing licensee services through CFP-Pathways and Financial Wisdom in March and June 2020 respectively. During the period, CBA increased its provision for aligned advice remediation issues and program ...

Treasury consults again on FFSP exemptions

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2023
... replace the sufficient equivalence relief which is already being transitioned out; once transitional arrangements expire in March 2024 foreign providers will need to apply for an AFSL where no other exemption or relief can be applied. Meanwhile, the ...