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Showing 21 - 30 of 217 results for "Wise"

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... adviser Bruce Davis has been banned for seven years by ASIC. Davis, who was the sole director and responsible manager of Wise Investment Advisers, has been barred from providing financial services, controlling an entity that carries on a financial services ...

Inconsistencies abound in Future Fund mandate change: Deloitte

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... return is maintained?" Deloitte said these questions demonstrate that, "while keeping economic institutions relevant is a wise and worthy ambition", the specific rationale for the changes "appears elusive." "Reform should seek to bring change. But the ...

NGS Super names new chair

JAMIE WILLIAMSON  |  THURSDAY, 29 AUG 2024
... During his time on the board, he has made a significant contribution to the growth and success of NGS Super. "His presence and wise counsel will be missed and the board and staff at NGS Super wish him all the best for his future."

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
Four financial advice firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves ...

Aussies do not underspend in retirement, say super funds

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
Australians are not underspending in retirement and are typically exhausting all their savings, research shows, sparking a call for advice reforms to be expedited, allowing contributions to be made in retirement, and no mandated use of annuities by ...

Treasury details winners from tax concessions on super contributions

ANDREW MCKEAN  |  THURSDAY, 1 FEB 2024
... skewed. Top income earners constituted 82% of the total. Men accounted for 62% of the total benefit from the CGT discount. Age-wise, the largest portion of the benefits was concentrated among individuals aged 40 to 64.

CQS sold to Manulife Investment Management

CASSANDRA BALDINI  |  THURSDAY, 16 NOV 2023
... returns to our client base," she said. "I would like to take this opportunity to thank Lord Hintze for the personal support and wise counsel he has given me as chief executive. Over the last decade we have transformed CQS into a global alternative credit ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Priority Advisory Group and Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's brand. The combined ...

Ironbark launches global infrastructure fund

CHLOE WALKER  |  MONDAY, 4 SEP 2023
... constructed so that investors can put money in monthly, and after three years, are able to take money out quarterly. "Liquidity wise, it's quite different to what's out there," Donald said. The underlying fund, EagleCrest Infrastructure, is domiciled ...

Monochrome files for first Bitcoin ETF in Australia

ANDREW MCKEAN  |  TUESDAY, 18 JUL 2023
... history. In addition to BlackRock, the SEC is considering applications from several other fund managers including, Bitwise, Wise Origin, WisdomTree, VanEck, and Invesco.