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| | | ... conversations which purported to record some of his clients' consent to having the fees withdrawn. Valvo was also charging most of the impacted clients monthly ongoing service fees at the same time, ASIC said. The conduct occurred between July 2019 ... |
| | | | ... be integrated into KKR. Speaking on the upcoming appointment of Charles, Bae and Nuttall said: "Ian Charles is one of the most experienced leaders in the secondaries space." "We have known Ian for more than a decade and have worked closely with him ... |
| | | | ... months. Further, up to 35% of investors may stop investing in property if CGT is reduced to 25% after 12 months of ownership. Most of those who sold in the past 12 months were "seasoned" investors, with more than half having held their property for at ... |
| | | | ... are hard deadlines, and once they pass, people may miss out on compensation," SCA chief executive Xavier O'Halloran said. Most people who make a successful complaint to AFCA will be entitled to up to $150,000 in compensation, SCA noted, but they need ... |
| | | | ... incumbent investment lead into a strategist role. Joe Fernandes joins the group after five years at Australian Unity, where he most recently served as group chief investment officer. During his tenure, he played a central role in leading Australian Unity's ... |
| | | | ... Dimensional Fund Advisors, where he spent 17 years, initially joining as an institutional vice-president and regional director. Most recently, he was co-head of the client group, and before that served as head of institutional, Australia. |
| | | | ... more than a decade of experience in the superannuation sector, including roles at AMP, Mercer, Media Super, SS&C and Iress. Most recently, he served as financial partnerships lead at Employment Hero. MLC Super chief executive Dave Woodall said the appointment ... |
| | | | ... as a senior investment analyst. Zhang joins the $36 billion superannuation fund from Uniting Financial Services, where she most recently served as a senior investment analyst, having joined the organisation in 2022 as an investment analyst. Before that ... |
| | | | ... strategies, it said. "The launch of our Global Momentum ETF provides investors with a simple and efficient way to access one of the most well-researched and persistent drivers of returns across global equity markets," Betashares chief executive Alex ... |
| | | | ... 30.8%. Private equity leads the pack within this asset class at 9.8% followed by real estate at 7.4%. Drawdown funds are the most common way they access private investments, utilised by 67% of participants, the survey found. This is closely followed ... |
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