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Showing 11 - 20 of 3450 results for "August"

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... stay on in an advisory capacity for the next six months to support the new team, Perpetual said. Blayney joined Pendal in August 2017 from First State Super where he served as head of investment strategy. He's also previously worked at Perpetual ...

Majority comply with IDR reporting: ASIC

KARREN VERGARA  |  MONDAY, 18 MAR 2024
... superannuation funds report IDR data to ASIC. The second group of about 340 financial firms commenced their IDR reporting in August 2023. The first two groups account for the largest financial firms attached to over 60% of the consumer and small business ...

Australian Retirement Trust completes Alcoa merger

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... Super had about 5100 members. ART is still working through the transfer of AvSuper, having entered a Heads of Agreement in August 2023. According to an update from AvSuper, the merger is slated to take place on May 1. ART will begin running introductory ...

Selfwealth expands leadership team

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... officer; he had previously been consulting after wrapping up nearly 10 years with Helia and has been acting in the role since August 2023. He has also held senior roles with Challenger, ANZ, HSBC, and State Street. Keary described him as a "seasoned ...

ASIC succeeds in conflicted remuneration case

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... agreement. The SMSF Club provided financial product advice and accounting and administrative services for SMSFs. Between August 2013 and 29 July 2013, SMSF Club was an authorised representative of RM Capital. Justin Beeton was a financial adviser and ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
... support the expansion, Leo Mauceri has been promoted to general manager, strategy and operations. He joined the firm in August 2023 as a senior investment consultant and has also held strategy roles with MLC Asset Management and NAB Wealth and was a ...

Fidelity launches global bond fund

CHLOE WALKER  |  WEDNESDAY, 28 FEB 2024
... by Rick Patel, Ario Emami Nejad and Daniel Ushakov, based in London and Ireland, who have been managing the fund since August 2017. "The launch of the Fidelity Global Bond Fund further expands our service offering in Australia, providing investors with ...

ASX issues first corporate bond, underwritten by Westpac

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
... rate, unsecured medium-term notes. This issuance falls under its newly established Medium Term Notes Programme, dated 18 August 2023. The Notes have a coupon of three-month BBSW plus 93 basis points, were priced at par and mature on 26 February 2027. ...

ANZ gets green light for Suncorp merger

CHLOE WALKER  |  TUESDAY, 20 FEB 2024
... Competition Tribunal (ACT), despite initially being blocked by the Australian Competition and Consumer Commission (ACCC) in August last year. At the time, the ACCC said it was not satisfied with the proposal because it would reduce competition in the ...

AMP chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
... on 15 June 2019 at the height of AMP's tumult in the wake of the Hayne Royal Commission. She took over as chair in August 2020. She replaced Catherine Brenner who left in the hope that investors could regain confidence in AMP following shock revelations ...