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Showing 351 - 360 of 4757 results for "Run"

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
Story Wealth Management Anne Graham has exited the business she co-founded to join Kearney Group, bringing along her book of clients. Graham is now a partner - integrated advice of Kearney's private wealth unit. Graham co-founded Story Wealth in 2016 ...

Melbourne adviser sentenced to 18 months' prison

ELIZA BAVIN  |  FRIDAY, 6 SEP 2024
Former Melbourne financial adviser Bradley Grimm has been convicted by the County Court of Victoria on three counts of engaging in dishonest conduct while running a financial services business. Grimm was sentenced to 18 months' imprisonment, with ...

Count reports strong results on back of Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 30 AUG 2024
... being a standout moment for the company which is expected to deliver cost synergies with at least $4 million in annualised run rate expected. "This elevated Count to become the second largest wealth management advice firm in Australia, reinforcing our ...

Heightened costs push young Aussies to plan ahead: HESTA

MATTHEW WAI  |  TUESDAY, 27 AUG 2024
Close to half of those aged 18 to 39 are taking more action for their retirement in light of heightened cost-of-living pressures, a HESTA study reveals. These actions include salary sacrificing and using online calculators to keep track of their superannuation. ...

Retirees not confident in Age Pension: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
Some 82% of retirees and pre-retirees believe the Age Pension is insufficient, new study shows. A new survey from Allianz Retire+, How do we make retirements more epic?, found that 82% of retirees and pre-retirees believe the Age Pension is insufficient ...

QIC promotes key private equity staff

ELIZABETH FRY  |  MONDAY, 19 AUG 2024
QIC has beefed up its private equity team by promoting a swag of investment professionals as the $110 billion Queensland state-backed fund hunts for deals. The promotions include two new partners in the investor's London and San Francisco offices. ...

ART appoints chief financial officer, promotes managers

ELIZABETH FRY  |  FRIDAY, 16 AUG 2024
... a team of quantitative and fundamental researchers within investment strategy, which is responsible for tactical and long-run asset allocation and risk modeling. Like Lo, Hall is a long-serving ART investment professional. He came across from QSuper ...

Magellan inks strategic partnership as results hint at turnaround

JAMIE WILLIAMSON  |  THURSDAY, 15 AUG 2024
... to be done. Magellan has announced it is acquiring 29.5% of Vinva Investment Management, the $22 billion equities boutique run by former Barclays Global Investors global active equities investment lead Morry Waked. It has paid $138 million in cash for ...

SEC seeks to shut down $450m Ponzi scheme

JAMIE WILLIAMSON  |  THURSDAY, 15 AUG 2024
The US regulator has filed charges over a $453 million Ponzi scheme that saw more than 2000 investors' retirement savings spent on luxury yachts, private jets and more. The Securities and Exchange Commission (SEC) obtained a preliminary injunction ...

'Our patience is running thin': ASIC

ELIZA BAVIN  |  THURSDAY, 15 AUG 2024
Australian Securities and Investments Commission (ASIC) commissioner Simone Constant did not hold back when addressing superannuation trustees at an industry event yesterday. Constant said the regulator expects much more from super funds in being transparent ...