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| | | Infocus has named its head of professional standards, hiring from Count. Phil Creswell has joined the national advice group, where he will oversee adviser audits, quality advice coaching, business health checks and adviser support, helping to ensure ... |
| | | | Brisbane financial adviser Sunny Mahendra Prakash appeared in the city's Magistrates Court on March 6 to face multiple charges of dishonesty offences. Prakash is a director of Principal Financial Services, Self-Managed Super, Provest Enterprises, and ... |
| | | | ASIC has banned Melbourne-based financial adviser Raluca Terheci from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ... |
| | | | ... strategies and sold them to four unnamed major pension funds and insurance companies. The redemption included US$600 million of direct lending investments from Blue Owl Capital Corporation II (OBDC II), and US$400 million from Blue Owl Technology Income ... |
| | | | ... 11,000 individuals each year are missing out on around $1.5 billion in total and permanent disability (TPD) benefits as a direct consequence of the same legislative changes. The government introduced the new rules in 2019 to curb super funds charging ... |
| | | | Former financial adviser Donald James Cuthbertson has been charged with 11 additional counts of dishonest representation. Last year, Cuthbertson was slapped with multiple charges for allegedly making dishonest representations to potential investors ... |
| | | | GSFM has appointed two senior executives to new roles, in response to a period of rapid growth for the firm as well as increased regulatory requirements, the fund manager said. Stuart Osborne has been appointed chief operating officer and will join ... |
| | | | VanEck has bolstered its bench strength with a series of internal promotions and a new hire spanning product, risk, investments and distribution. James Gil and Saul Bernstein have been elevated to head of product and head of risk and compliance, respectively ... |
| | | | ... has appointed Brendon Jones as head of real assets. Jones, who joined the fund in 2014 as an analyst in the New Zealand direct Investment team, has been key to some of the fund's most significant investments, including Kaingaroa Tipu, NZ Gourmet ... |
| | | | Clime Investment Management has appointed a new chair who serves in several executive and board positions, including overseeing NESS Super. Paul Lahiff is the new independent non-executive chair of the ASX-listed firm effective immediately. Lahiff is ... |
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