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Showing 271 - 280 of 3847 results for "Plans"

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... M&A and organic growth, and our strategic partnership with Oaktree gives us the capital to fund our short-to-medium term plans and continue enhancing our proposition to accounting and advice businesses," Barrett said. "In the next 12 months, our focus ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... to complete the degree education standard and those who met the experienced adviser pathway discontinued their education plans." In 2023, the advice profession welcomed just over 300 new entrants as it struggles to stem the outflow of advisers since ...

Wellington client exec departs

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... to the industry in a non-executive or part-time capacity after taking a break over the next year, including some travel plans. With over 30 years of experience in the financial services industry, the executive has worked in actuarial services, investment ...

Commonwealth Bank names chief economist

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
... environment. "We are delighted to welcome Luke to Commonwealth Bank." Yeaman will succeed Stephen Halmarick, who announced plans to depart the bank in August. Halmarick spent 15 years at CBA, serving as chief economist and head of global economic and ...

Family office investment lead joins TCorp

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
One of Australia's oldest family offices is farewelling its head of investment who plans to join TCorp in the new year. Katheryn Young is departing Cambooya to take an institutional role at the New South Wales state investment firm. TCorp has confirmed ...

First Sentier makes leadership appointments

ELIZA BAVIN  |  FRIDAY, 29 NOV 2024
... Moore will play a vital role in collaborating with all of First Sentier Investors' investment teams to advance their growth plans, ensuring their interests are represented within the broader business. He will also oversee responsible investment, product ...

Macquarie fined $25m over 400 fake trades

MATTHEW WAI  |  WEDNESDAY, 27 NOV 2024
... been previously made aware of," the FCA said. "Despite knowing of the weaknesses, MBL failed to put effective and timely plans in place to fix them." The totality of the fine would have resulted in a larger sum, but MBL agreed to resolve these matters ...

HPI calls Hostplus, Charter Hall takeover 'cheap'

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... in HPI securities. This stake grew by 8.38% from their initial interest of 18.56% as of September 9 when their takeover plans were announced. Charter Hall announced this morning that the deadline for the offer period again has moved. This has been pushed ...

Bravura flags growth plans with leadership appointments

MATTHEW WAI  |  TUESDAY, 26 NOV 2024
Bravura Solutions has named two senior appointments to deliver growth opportunities across the global pensions, superannuation, wealth, and transfer agency markets. Aaron Knowles has been appointed the global head of product management and marketing. ...

ASIC narrows in on private market investments

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... APRA-regulated super funds allocate around 20% of their portfolios, on average, to private assets. Some funds have announced plans to pull back from this space, but many say they intend to allocate more in the future." Constant said it was not ASIC's ...