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Showing 271 - 280 of 1960 results for "San"

Benefits of advice reforms yet to materialise

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
The myriad of regulatory reforms in the financial advice industry is raising concerns about the effects on the accessibility and quality of advice. This is according to Rainmaker's latest analysis of the ASIC Financial Adviser Register, which saw almost ...

Walsh Capital signs four fund managers

KANIKA SOOD  |  MONDAY, 23 AUG 2021
Former Future Generation chief executive Louise Walsh, who started her own fund marketing business last month, has signed four new clients. Walsh Capital will raise funds and manage investor engagement for five new funds: Contact Asset Management's ...

ASX 200 doubles down on net zero

ANNABELLE DICKSON  |  MONDAY, 23 AUG 2021
Nearly half of the market capitalisation of the ASX 200 have made net zero commitments for 2050 or earlier, according to the Australian Council of Superannuation Investors (ACSI). ACSI's latest report, Promises, Pathways and Performance, showed 49 companies ...

Netflix insider trading ring charged

ELIZABETH MCARTHUR  |  FRIDAY, 20 AUG 2021
... associates engaged in a long-running, multimillion dollar scheme to profit from valuable, misappropriated company information," SEC San Francisco Regional Office director Erin Schneider said. "The charges announced today hold each of the participants ...

MSC Group hires exec director, eyes Sydney

KANIKA SOOD  |  MONDAY, 9 AUG 2021
The Melbourne-based trustee firm has hired an executive director as it looks to expand into Sydney. Phil Joseph has 40 years of experience, most recently as an executive director at AMAL Trustees. He spent 15 years at Perpetual and has worked on other ...

First Sentier launches infrastructure fund

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
First Sentier Investors launched a responsible listed infrastructure fund for wholesale and institutional investors, focused on companies that are contributing to or benefiting from sustainable development. The Responsible Listed Infrastructure Fund ...

Single disciplinary body consultation opens

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Senator Jane Hume opened consultations on the highly anticipated Better Advice Bill in a bid to iron out the details on how the Financial Services and Credit Panel will operate. This afternoon, the Morrison government asked for feedback relating to ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
Lumiant has launched a free module for its adviser customers to enhance its fact find process by including a survey to understand clients' ideal outcomes. The Your Life module includes statements based around Lumiant's eight dimensions of wellbeing ...

MSC Group hires three

KANIKA SOOD  |  WEDNESDAY, 21 JUL 2021
The Melbourne-based trustee company has made three senior appointments, including a new chief operating officer. Hayden Williams has joined MSC in the role from Sandhurt Trustees where he was the head of corporate trustee. He joins after Susan Wolff ...

3PD wins distribution partnership

KARREN VERGARA  |  MONDAY, 19 JUL 2021
An emerging markets fund manager is expanding its presence in Australia by appointing 3PD as its distribution partner. ValueQuest Capital, an Indian equities fund manager led by co-founders Sanjay Bakshi and Paresh Thakker, hopes to build on its current ...