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Showing 1 - 10 of 3683 results for %22January 2013%22

CalSTRS appoints chief investment officer

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... Retirement System (CalSTRS) has named a chief investment officer to succeed Christopher Ailman, who announced his retirement in January after a long tenure. Scott Chan, who's served as deputy chief investment officer since 2018, will take on the role. ...

Vanguard selects next chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... spending the last decade at BlackRock. He was most recently global head of iShares and index investing, a role he left in January. Prior, he held roles including head of US wealth advisory and global head of corporate strategy. He's also previously led ...

J.P. Morgan hit with $775k penalty

ELIZA BAVIN  |  THURSDAY, 9 MAY 2024
... orders to be placed on the futures market, ASX 24. The MDP said it should have suspected the 36 orders (placed between 11 January 2022 and 3 March 2022) were submitted with the intention of creating a false or misleading appearance with respect to the ...

ASIC prevails in landmark case against BPS Financial

ANDREW MCKEAN  |  MONDAY, 6 MAY 2024
... authorisation from a licence holder to issue or provide financial advice about the Qoin Wallet for most of the period since January 2020. BPS was found to have engaged in deceptive practices, falsely claiming that the Qoin Wallet was officially registered ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... under advice to $29.9 billion. Count paid $1.3651 for each Diverger share following a 99.97% approval from shareholders in January. The Federal Court approved the deal on February 15. Meantime, former Diverger managing director Nathan Jacobsen is set ...

Chief member officer leaves Insignia Financial

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAY 2024
... officer for its superannuation business, confirming the departure of Anne Coyne. Coyne was first appointed to the role in January 2023, following close to two years in governance and disclosure roles with the firm. Prior, she spent about 14 years with ...

Treasury shakes up foreign investing framework

KARREN VERGARA  |  WEDNESDAY, 1 MAY 2024
... investment application. Treasury aims to process 50% of cases within the initial statutory timeframe of 30 days from 1 January 2025. Chalmers wants to incentivise early applications and more participation by providing a fee refund for foreign investment ...

Brighter Super to close socially responsible options

JAMIE WILLIAMSON  |  TUESDAY, 30 APR 2024
... investment fees and costs are going down 0.02% to a total of 0.74%. Brighter Super said it plans to further reduce fees in January 2025. Following the changes, Brighter Super will offer 16 investment options to members. This is the second time in two ...

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... not meet the prescribed education and training standard. Baaini worked at AMP Financial Planning between July 2011 and January 2012. She then went on to work at Affinia Financial Services for about three years and jumped to NAB as senior financial adviser ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... billion in AUM, are the biggest standalone digital advisers in the US that are not backed by established institutions. In January 2022, UBS announced it was interested in acquiring Wealthfront but rescinded an offer tipped to be worth US$1.4 billion. ...
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