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Showing 2431 - 2440 of 10550 results for "Close"

Investors on red alert despite vaccines

KARREN VERGARA  |  MONDAY, 22 FEB 2021
... have entered bubble territory. However, fund selectors surveyed view market risk as an opportunity, while acknowledging close analysis is required to uncover the opportunities to generate alpha for clients," he said.

ATO targets SMSF fraud

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
... the ATO of any breaches and thoroughly check the identity of any new clients before establishing an SMSF. "Finally, pay close attention to ATO issued alerts/notifications advising of changes to the SMSF account," he said. "If you or your clients are ...

Super fund buys stake in retirement village

KARREN VERGARA  |  FRIDAY, 19 FEB 2021
... its affordable housing portfolio, constructing 300 housing units as well as 8750 square metres of office and retail space close to Liverpool Hospital.

Asset managers move to ESG

ANNABELLE DICKSON  |  FRIDAY, 19 FEB 2021
Close to 80% of institutional investors in the Asia Pacific region boosted their environmental, social and governance (ESG) investments in response to the COVID-19 pandemic, new research shows. MSCI's 2021 Global Institutional Investor Survey showed ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
Count Financial has announced three new firms have been added to its national network of advice businesses. Plan Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne are the three newest firms in the CountPlus-owned licensee. ...

Revolution hires to investment team

KANIKA SOOD  |  WEDNESDAY, 17 FEB 2021
The private debt boutique has added a former Challenger investor as a portfolio manager, and an associate portfolio manager from JANA. Steve Sutinen has joined Revolution Asset Management as a portfolio manager. He spent 21 years at Challenger, including ...

Citi names client director from within

ANNABELLE DICKSON  |  WEDNESDAY, 17 FEB 2021
Citi Australia's wealth management business has appointed a banking vice president to the newly created role of client director. Kan Liu has spent over a decade at Citi specialising in fixed income and foreign exchange solutions for clients. He originally ...

Perpetual introduces new family office team

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
Perpetual Private has created a new family office team and appointed a head from Mutual Trust and named four specialists dedicated to servicing the family office clients. Nick Lipscombe has been named as head of family office and he will develop and ...

Banks return $1.2bn for bad advice

ELIZA BAVIN  |  FRIDAY, 12 FEB 2021
... for no service misconduct paying, or offering, $437.5 million to over 636,000 customers. This is followed by Westpac on close to $200 million, CBA on $168 million, AMP on $153 million, ANZ with $80 million and Macquarie with $4.2 million. NAB tips the ...

Two ASI executives out the door

ANNABELLE DICKSON  |  THURSDAY, 11 FEB 2021
Aberdeen Standard Investments (ASI) has lost two of its executives with their roles being absorbed by the other team members. Former institutional director Andrew Heyden spent just shy of 15 years at ASI before departing the firm at the end of 2020. ...