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Showing 531 - 540 of 4023 results for "January"

Vanguard Super head resigns

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
... head of super while plans for the succession of Lovett's role are finalised. Lovett took on the head of super role in January 2020, returning from Vanguard's head office in the US to lead Vanguard's planned superannuation offer. At the time ...

Magellan FUM increases despite outflows

CASSANDRA BALDINI  |  MONDAY, 6 FEB 2023
Magellan reported net outflows of $0.5 billion in January but said its funds under management (FUM) increased slightly by almost 2% last month. The group said FUM shifted in January to $46.2 billion from $45.3 in December, however it is still down in ...

ASIC bans Gold Coast businessman

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... business without an Australian financial services licence and engaged in misleading and deceptive conduct. ASIC said between January 2020 to roughly the end of December 2021, Finerty dealt in financial products without a licence by arranging for his ...

Summerhayes named Zurich chair

CHLOE WALKER  |  MONDAY, 30 JAN 2023
... related corporate entities, having already served as an independent non-executive director on each of these boards since January last year. Summerhayes said he was delighted and honoured to take on the new role. "Zurich occupies a unique position as ...

FPA, AFA merger consultation to close

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
... between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. Members of both associations have been asked for their ...

Perpetual reports $1.2bn loss amid merger

CASSANDRA BALDINI  |  FRIDAY, 20 JAN 2023
... the ASX, Perpetual confirmed the approved "transformational acquisition of Pendal Group " is on track for completion on January 23. Its chief executive and managing director Rob Adams said it was a significant quarter for Perpetual, following Pendal ...

From strength to strength: GQG Partners

ANDREW MCKEAN  |  WEDNESDAY, 18 JAN 2023
... in 2022. Meanwhile, GQG had an excess return of 12.7% over its benchmark for its Australian global managed fund between January and November 2022. Although it's been communicated to clients that a repeat of recent performance is unlikely, GQG's ...

Stafford Capital Partners launches new fund

CHLOE WALKER  |  WEDNESDAY, 18 JAN 2023
... million in commitments from 33 investors across 13 countries. It stands at 79% deployed with 16 deals in 17 positions as of January 2023. Just last week, Stafford Capital announced an extended partnership with HESTA, after the superfund allocated an ...

Fraudsters jailed over international crypto scam

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JAN 2023
... loophole" on the platform - reported to be Australian-based Coinspot. The scam was masterminded by James Parker, who died in January 2021 before he could be prosecuted. Parker withdrew dishonestly obtained crypto assets worth $26 million from his trading ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... asking about eligibility rules for making downsizer contributions into super and the impacts on the age pension. Effective January 1, the bill to reduce the eligibility age for downsizer contributions became law. To be eligible, clients over 55 years ...