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Showing 181 - 190 of 4739 results for "Jon"

Almost one third fail adviser exam

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Nearly one third (30%) of candidates who sat the latest round of the Financial Advisers Exam failed. A total of 298 candidates sat the 24 th exam, which is mandatory for those who want to practice as a financial adviser. The majority (77%) sat the exam ...

Antipodes acquires boutique manager

KARREN VERGARA  |  MONDAY, 29 APR 2024
Antipodes has acquired a fund manager specialising in Asian equity and fixed income strategies that has about $170 million in assets under management. Premium Asia Funds Management is now part of Antipodes' stable, transferring three strategies ...

Sequoia chief's job at stake in upcoming EGM

ANDREW MCKEAN  |  FRIDAY, 26 APR 2024
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole. Sequoia was earlier this month informed by a group of shareholders, that collectively ...

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... said. She said with the addition of these new appointments, IAM is well on the way to achieving that goal. IAM chief executive Jon Lechte added that the seven newcomers nearly double the client-facing team, enabling the boutique to manage the increasing ...

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
Novigi will wind up QMV Legal as its managing partner Jonathan Steffanoni embarks on launching a new specialist superannuation law firm. QMV Legal will fold on April 26, shortly after Novigi acquired the QMV Solutions business on February 1. "Novigi ...

Government promises transparent financial services regulation

KARREN VERGARA  |  WEDNESDAY, 13 MAR 2024
The federal government is launching an initiative to provide transparency and better coordination in how it regulates financial services firms to alleviate their compliance costs and burdens. The Financial Sector Initiatives Regulatory Grid wants to ...

Bitcoin hits fresh high as investors await halving event

ELIZA BAVIN  |  WEDNESDAY, 13 MAR 2024
Bitcoin has hit a new all-time high, surpassing US$72,000 ($100,000) for the first time since the digital asset's inception. The latest price boost was underscored by an increased acceptance of Bitcoin by mainstream financial institutions with the UK's ...

Perpetual adds director, institutional business

ELIZABETH FRY  |  MONDAY, 11 MAR 2024
High-profile investment executive Kate Hillyar has joined Perpetual Asset Management's institutional business team. Hillyar arrives from alternative asset manager HMC Capital, where she worked for 18 months as a director of institutional capital. ...

Morningstar equities research lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
The long-serving head of equities research at Morningstar has reflected on six decades in financial services in a final analyst note. Peter Warnes has been with Morningstar since 2006, however his career began long before - nabbing a role with the Bank ...

ASIC takes further action on Prospero

KARREN VERGARA  |  MONDAY, 4 MAR 2024
ASIC is pushing for Prospero Markets to be wound up following revelations that it was linked to one of Australia's biggest-ever money-laundering operations. Former officers and responsible managers of over-the-counter (OTC) derivatives issuer Prospero ...