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Showing 311 - 320 of 1793 results for "EXCEPT"

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
SWA Financial Planning's Nathan Purnell has won the latest Gwen Fletcher Memorial Award. Purnell, a financial adviser at the Wollongong-based firm, won the nod for the first semester of 2024. Purnell has been with SWA since February 2017 and appointed ...

Schroders announces structural, leadership changes

ELIZA BAVIN  |  WEDNESDAY, 29 MAY 2024
Schroders Australia has announced a structural change to its Australian fixed income and Australian multi-asset teams. Under the changes the two teams will come together as a combined investment capability under a single point of leadership. Schroders ...

Cromwell gets $457m for European funds platform

JAMIE WILLIAMSON  |  THURSDAY, 23 MAY 2024
Cromwell Property Group is selling its European fund management platform, including its Italy Urban Logistics Fund and European REIT, to Stoneweg. Cromwell said the transaction, which is valued at $457 million, is a part of its broader strategy to simplify ...

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
... continue to provide personal advice from 1 January 2026 and who does not meet the qualifications standard on that date except through the experienced provider pathway will need to make a declaration before 1 January 2026 to continue to be authorised ...

Aware Super hires head of corporate development

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
The $175 billion superannuation fund welcomed its first head of corporate development as it looks to be a "merger partner of choice" in the industry. Craig Stevens joined Aware Super this week in the role, coming across from Vanguard Australia where ...

Crescent Capital sells down ClearView stake

ELIZA BAVIN  |  FRIDAY, 17 MAY 2024
ClearView Wealth has alerted investors that private equity investor Crescent Capital Partners intends to sell millions of shares in the company. Crescent said it would sell in aggregate more than 73 million fully paid ordinary shares to a range of sophisticated ...

Vanguard selects next chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
Salim Ramji will take over as chief executive of Vanguard on July 8, succeeding Tim Buckley. Buckley announced earlier this year his intention to retire as Vanguard's chair and chief executive, following more than 30 years with the company. Vanguard's ...

Billionaire quant investing legend Jim Simons dies

ANDREW MCKEAN  |  MONDAY, 13 MAY 2024
Jim Simons, the founder of Renaissance Technologies, a hedge fund that became one of the most profitable firms in history, has died at the age of 86. Simons began his career as a mathematician, earning a mathematics degree from MIT in 1958 and a PhD ...

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
A review by ASIC has found evidence of poor oversight of advice fee deductions by superannuation trustees, with some allowing charges of up to $20,000 before raising concerns and some not conducting any checks of advice documents at all. ASIC is calling ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
Count has renewed its contract with Iress to continue to provide software to its 550 financial adviser network. Count's financial advisers will continue to use Iress' Xplan, saying that it wanted to partner with the right provider to support ...