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Showing 211 - 220 of 4270 results for "Yesterday"

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... Financial Planning and Sequoia Wealth Management "to achieve operational and cost synergies", the ASX-listed group said yesterday, as it undergoes liquidation, company deregistration, and the cancellation of its AFSL. Sequoia acquired Libertas in 2019 ...

AustralianSuper hires head of international, private equity

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... look forward to playing my part in the fund's growth and the unique opportunities that process will create," he said. Yesterday, at a panel discussion at the Australian Institute of Superannuation Trustees ASI Conference, AustralianSuper head of asset ...

Platinum AM chief executive steps down

CASSANDRA BALDINI  |  THURSDAY, 24 AUG 2023
Platinum Asset Management chief executive Andrew Clifford has announced he will vacate the top job but remain as co-chief investment officer. The board confirmed it will shortly commence the hunt for Platinum's next chief and said Clifford will ...

Equity Trustees combines super, trustee arms

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2023
... said it is considering all strategic options for the six-year-old business. As first reported by Financial Standard yesterday, EQT is the trustee for Hejaz Financial Services' new pension product, the first Islamic pension product in Australia. Also ...

ASX appoints former ASIC chair to lead advisory group

CASSANDRA BALDINI  |  THURSDAY, 3 AUG 2023
... in its initial stages. Cameron, who formerly served as ASIC chair for eight years, was welcomed at a roundtable held yesterday in Sydney. The roundtable, hosted by ASIC and joined by the ASX and members of the Reserve Bank of Australia (RBA), aimed to ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
Capital Partners Private Wealth Advisers has acquired Partnership Wealth Management. In a deal that was finalised yesterday, The Partnership Wealth Management team will merge with Capital Partners, joining a team of 41 which includes 13 wealth advisers. ...

Advisers lacking PII sidestep AFCA rulings

KARREN VERGARA  |  FRIDAY, 28 JUL 2023
Financial advice firms are "problematically" sidestepping compensation payments after the Australian Financial Complaints Authority (AFCA) hands down a decision, using the excuse that they do not have professional indemnity insurance (PII). Out of 5400 ...

AI-fuelled narrow market challenges diversification: Epoch

CHLOE WALKER  |  THURSDAY, 20 JUL 2023
... predicts Epoch Investment Partners managing director, research Kera van Valen. Addressing an adviser briefing in Sydney yesterday, van Valen highlighted the seven top stocks which continue to account for more than half of the broad index return. Unsurprisingly ...

UK pensions tapped to strengthen local startups

CASSANDRA BALDINI  |  TUESDAY, 11 JUL 2023
... consolidate the nation's pension fund sector and unlock £75 billion in retirement savings to back high-growth companies. Yesterday, Chancellor Jeremy Hunt delivered the Mansion House reforms and cited plans to stimulate investment by using the nation's ...

Allegro unveils PwC entity as Scyne Advisory

CASSANDRA BALDINI  |  TUESDAY, 4 JUL 2023
... PwC's internal investigation into the mishandling of confidential Treasury information by its senior staff. It said yesterday that eight of its partners who were found in breach of professional standards and entangled in the ongoing tax scandal would ...