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Showing 541 - 550 of 3927 results for "November"

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... initiative has two forums planned for 2024, the first taking place in Melbourne on May 15 and subsequently in Sydney on November 13. Warakirri Asset Management has committed to being a foundation sponsor for both inaugural gatherings. Warakirri head ...

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
... back in June 2019 to 19,172 - 92% of those who have attempted it. The next exam sitting will take place on Thursday, November 9. Enrolments open on October 2 and close October 20. At June end there was about 16,000 advisers in the industry. The exam ...

Perpetual shutters innovation fund, Pendal funds

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
... financial year, Perpetual is terminating a six-year-old global equities fund. It will also shutter several Pendal funds in November. The Perpetual Global Innovation Share Fund was launched in June 2017 and invested in global companies benefiting from ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... representatives of Fortnum Private Wealth. Wise Planners founder and chief executive Gareth Hall founded the firm in November 2014. He will now take up the role of head of workplace financial advice. "This transaction will deliver immediate scale benefits ...

NGS Super to debut retirement income product

KARREN VERGARA  |  MONDAY, 11 SEP 2023
NGS Super is set to launch a new retirement product this November in a bid to help decumulation phase members retire with confidence. NGS Super chief executive Natalie Previtera told Financial Standard that the $14.2 billion superannuation fund will ...

Platinum AM reports almost $1bn in outflows

ANDREW MCKEAN  |  FRIDAY, 8 SEP 2023
... retirement of non-executive director Colette Garnsey, effective at the close of the company's annual general meeting on November 8. She will be succeeded by former BT Financial head of equities Cathy Covaks, who takes on the role starting November 6. ...

Former van Eyk chief cops permanent ban

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... services by the corporate regulator. ASIC's banning order follows the former research house chief's sentencing last November when he pled guilty to breaching his directors' duties. He is currently serving a 15-month sentence and must complete ...

Spire Capital, Oaktree launch wholesale fund

CHLOE WALKER  |  FRIDAY, 1 SEP 2023
... into asymmetric sources of returns." The fund recently opened for applications and is expected to move to final close on November 17.

Treasury names new ASIC commissioners

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... & Brown, and Access Capital Management, and also worked as a lawyer. Kirkland and Constant both begin their terms on November 20. "Kate, Simone, and Alan each have considerable experience in areas relevant to ASIC's strategic priorities. They join the ...

Iress sells MFA business, reports $140m loss

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
... refreshed strategy, originally announced in April, allowing it to focus on core business. Iress acquired the MFA business in November 2020 and said it has over $900 billion in funds under administration. The finalisation of the transaction is contingent ...