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Showing 21 - 30 of 55 results for "Material Change"

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... face of COVID-19 and embrace technology. For tech-savvy advisers the COVID-19 spurred shutdown will likely see no material change to their business. For others, those who haven't been as quick to embrace new technological solutions, social distancing ...

Evans Dixon slashes staff

ALLY SELBY  |  THURSDAY, 27 FEB 2020
... $21 billion. "This increase was supported by robust fund inflows and positive global markets performance with no material change to total client numbers over the period," Evans Dixon said. "During the period, the business continued to invest in client ...

Aberdeen head of global equities to leave

KANIKA SOOD  |  TUESDAY, 21 JAN 2020
Aberdeen Standard Investments has appointed a new head of global equities as Stephen Docherty resigns for personal reasons. Docherty will leave the firm at end of February. ASI's deputy head of global equities Dominic Byrne, who has been with the firm ...

Commonwealth FP completes EU compliance

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 JUN 2019
Commonwealth Financial Planning has complied with ASIC's court enforceable undertaking regarding fees for no service conduct and said it will transition to a new business model. At the end of May, ASIC received an attestation from Commonwealth Financial ...

AMP, IOOF: Saved by ESG

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
An equity specialist released a new report outlining its ESG approach to saving both its investments and the reputations of AMP and IOOF following the Royal Commission. In its 2019 Annual Stewardship Report, Martin Currie outlines how it worked with ...

KPMG partner moves to GROW Super

KARREN VERGARA  |  MONDAY, 8 APR 2019
... to the opportunity that GROW has in the Australian and international markets and will enable clients to deliver material change to the outcomes offered to members. On his appointment, Gee commented: "Having worked closely with many funds for a number ...

Federal Budget: Industry responds

HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
The 2019-20 Federal Budget's subdued approach has received a similar welcome from the wealth industry. The big players are neither up in arms nor full of praise for the Budget, which was headlined by personal tax cuts and a $7.1 billion surplus ...

Future Fund delivers 5.8%

KANIKA SOOD  |  MONDAY, 11 FEB 2019
The sovereign wealth fund returned 5.8% in the year ending 31 December 2018, beating the median balanced superannuation fund return by a wide margin. The median balanced superannuation fund returned 0.6% in the year to 31 December and even the top quarter ...

Zenith introduces shareholder voting advice

KARREN VERGARA  |  TUESDAY, 18 SEP 2018
Zenith will start providing formal recommendations to help financial advisers and their clients vote on important shareholder matters. Zenith said the market has reached a tipping point where advisers are increasingly being asked by clients which way ...

ASIC marks AFCA milestone

KARREN VERGARA  |  THURSDAY, 13 SEP 2018
Corporate regulator ASIC said it has approved the Australian Financial Complaints Authority's complaint resolution rules, marking a significant milestone in time for its November 1 launch. ASIC gave the green light on the AFCA's complaint resolution ...