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Showing 481 - 490 of 6953 results for "March"

AMP BOLR litigants face lengthy payout process

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... there are no further disputes, the payments will be made. Macdonald expects that the entire process will finalise either in March or June of next year. Some 475 group members took part in the class action. Ninety-two or 20% of the participants opposed ...

NZ Super Fund shines bright with standout return

ANDREW MCKEAN  |  TUESDAY, 10 SEP 2024
... 1.46% per annum or $17 billion since inception. NZ Super Fund chief executive Jo Townsend, who stepped into the top job in March after eight years at Funds SA, credited robust global share market returns for the fund's strong investment gains. "Declining ...

Passive funds save $14.4bn in fees: Research

KARREN VERGARA  |  MONDAY, 9 SEP 2024
... the asset-weighted fees of Vanguard, Betashares, BlackRock, VanEck, and Global X fell between 2% and 14% in the year to March. This was achieved via the reduction in fees charged for individual products and investors self-selecting lower-fee products. ...

Melbourne adviser sentenced to 18 months' prison

ELIZA BAVIN  |  FRIDAY, 6 SEP 2024
... amount of $5000. The court determined Grimm engaged in dishonest conduct on five occasions between 18 February 2015 and 12 March 2015, when he transferred funds between two of his clients' self-managed superannuation funds (SMSFs) to three separate companies ...

Majority pass adviser exam

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... Licensee as a provisional financial adviser. Next year, ASIC flagged that the indicative dates for the exam sittings are March 6, June 5, August 7, and November 6. Recently, former Western Australian financial adviser Dashiel Benjo Vee was permanently ...

Fitzpatricks appoints new chief

KARREN VERGARA  |  WEDNESDAY, 4 SEP 2024
... managing director of Winston Capital Partners. "Having worked with the [Fitzpatricks] group in a consulting capacity since March 2024, I look forward to diving in further over the coming months and working closely with everyone to drive our shared vision ...

End of the road for three Franklin Templeton funds

KARREN VERGARA  |  TUESDAY, 3 SEP 2024
... Opportunities Bond Fund's underlying strategy attracted $10 billion worldwide in four years and returned 13% per annum since its March 2012 inception.

Former Courtenay House director sentenced

MATTHEW WAI  |  TUESDAY, 3 SEP 2024
... relation to the s1041G offence. The sentence comes after the guilty plea of David Sipina as a defunct investment manager in March, and the sentencing of Athan Papoulias for his role in the unlicensed financial services business last year. Commenting ...

Platinum outflows drag performance

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... and distribution channels on the chopping block, including the closure of Platinum Global Transition Fund (ASX:PGTX). By March 2025, Platinum Asia Investments will merge with Platinum Asia Fund and Platinum Capital will merge with Platinum International ...

J.P. Morgan lands custody services mandate with industry fund

ANDREW MCKEAN  |  THURSDAY, 29 AUG 2024
... that it's completed the transition of the $13.8 billion industry super fund, which is set to merge with Active Super on 1 March 2025. The combined fund will control over $29 billion in assets and serve 170,000 members. J.P. Morgan head of securities ...