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Showing 291 - 300 of 2990 results for "February 2013"

NGS Super refreshes investment team, promotes three

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
NGS Super has revamped its investment team, creating a new deputy chief investment officer role and promoting two staffers within its ESG and responsible investment unit. Michael Mi was promoted to the newly created role of deputy chief investment officer. ...

ASIC bans 'incompetent' financial services directors

ANDREW MCKEAN  |  FRIDAY, 19 JUL 2024
ASIC has banned two former directors and responsible managers of XTrade, a trading platform that offers clients opportunities to trade in contracts for difference (CFDs) and foreign exchange contracts. The directors, Shay Zakhaim and Anthony Anderson ...

Adviser permanently banned for faking qualifications

JAMIE WILLIAMSON  |  TUESDAY, 9 JUL 2024
A Western Australian financial adviser was permanently banned after he lied to his employer and clients about having passed the Financial Adviser Exam. Dashiel Benjo Vee, also known as Dash Vee, is banned from providing financial services, controlling ...

Job mobility falls for first time in three years

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
Australia's job mobility rate has fallen for the first time in three years, back to around its pre-pandemic level, according to new data from the Australian Bureau of Statistics (ABS). ABS head of labour statistics Bjorn Jarvis said in the 12 months ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
The Australian Wealth Advisors Group (AWAG) has taken a stake in Melican Financial Planning and added Murdoch Private Wealth to its licence. ASX-listed AWAG took a 20% stake in Melican Financial Planning, a firm that provides accounting, mortgage broking ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
Sequoia Financial Group's head of professional services, who worked with a group that attempted to overthrow the current leadership, has left the firm as part of an executive and structural shake-up. Brent Jones was appointed as head of Sequoia's professional ...

Coller Capital hires former J.P. MAM executive

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
A former J.P. Morgan Asset Management executive has been appointed the lead of Coller Capital's private wealth distribution unit for Australia and New Zealand. David Hallifax, the former head of Australia funds at J.P. Morgan Asset Management, assumes ...

Bennelong takes on fledgling boutique

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
Two former Magellan portfolio managers have set up a new boutique and joined forces with Bennelong Funds Management to launch a global small and mid-cap strategy. Canopy Investors was established in February 2023 by Kris Webster and Michael Poulsen ...

Court freezes assets of Keystone AM managed fund

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
The Australian Securities and Investments Commission (ASIC) has obtained interim orders from the Federal Court to freeze the assets of the Shield Master Fund (Shield), a registered managed fund overseen by Keystone Asset Management. ASIC said it sought ...

ASIC appeals judge's call to not penalise Block Earner

JAMIE WILLIAMSON  |  TUESDAY, 18 JUN 2024
ASIC is appealing the Federal Court's recent decision to not issue a penalty to Block Earner after it was found to have provided unlicensed financial services. In November 2022, ASIC commenced civil penalty proceedings against Block Earner, which offered ...