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Showing 511 - 520 of 2923 results for "Phil"

La Trobe takeover confirmed

CHLOE WALKER  |  MONDAY, 21 MAR 2022
Following speculation, Brookfield Asset Management has announced an agreement to acquire La Trobe Financial for $1.5 billion. The valuation includes a contingent payment tied to the business achieving certain performance milestones. La Trobe Financial ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
... government in power will indeed push through the changes and when. The Association of Financial Advisers chief executive Phil Anderson is concerned about some advisers putting their study on hold. "We have advocated for this matter to be resolved prior ...

First Sentier adds to RI, sustainability team

CHLOE WALKER  |  WEDNESDAY, 16 MAR 2022
First Sentier Investors (FSI) has made three appointments to its global responsible investment and corporate sustainability team. The global asset manager has named Joanne Lee as its new responsible investment specialist and Cressida Grant as head of ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... politically motivated and timely ahead of the May federal election. The Association of Financial Advisers chief executive Phil Anderson said in terms of the changes to the draft terms of reference, the key development has been the areas of scope that ...

Guy Debelle resigns from RBA

ELIZABETH MCARTHUR  |  THURSDAY, 10 MAR 2022
Deputy governor of the Reserve Bank of Australia, Guy Debelle, has resigned. Debelle will be taking on the role of chief financial officer for Fortescue Future Industries. He will depart his position at the RBA on March 16, and start in his new role ...

Advisers call out regulation backflip

KARREN VERGARA  |  FRIDAY, 4 MAR 2022
... which floated the idea that the industry can operate under a principles-based regime. Synchron general manager of compliance Phil Osborne said the proposed framework put forth by Senator Jane Hume "should be considered carefully and not be a knee-jerk ...

More UHNWIs than ever: Report

CHLOE WALKER  |  WEDNESDAY, 2 MAR 2022
The number of ultra-high-net-worth individuals worldwide climbed by almost 10% last year despite the ongoing pandemic, new Knight Frank research shows. The number of UHNWIs grew by 9.3% in 2021, with an additional 52,000 people entering the fold. North ...

KPMG family business consultants launch advisory firm

CHLOE WALKER  |  MONDAY, 28 FEB 2022
KPMG alumni Michelle De Lucia, Dominic Pelligana and Andrew Muscara have launched L ineage Group, a new Australian advisory firm specialising in working with successful business families. Based in Melbourne, the firm specialises in first to fifth-generation ...

Family offices embrace crypto: BNY Mellon

CHLOE WALKER  |  THURSDAY, 24 FEB 2022
BNY Mellon's inaugural Global Family Office Survey shows 77% of family offices are engaging with cryptocurrencies while those already invested plan to up their exposures. BNY Mellon's report looks at how growing differences across generations and rising ...

AIA sells super, investments business

JAMIE WILLIAMSON  |  THURSDAY, 24 FEB 2022
AIA is offloading its $8 billion superannuation and investments business to Resolution Life. In an announcement today, AIA said the sale will allow the insurer to focus on its core business of life and health insurance and wellbeing services. AIA came ...