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Showing 551 - 560 of 2942 results for "August 20"

Former Pinnacle executive in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 16 FEB 2022
The former director of distribution at Pinnacle Investment Management has taken on a new role with a Bennelong boutique. Matt Dell has joined 4D Infrastructure in the newly created role of investment specialist. Dell served as Pinnacle's distribution ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament ...

CDPP dumps ANZ cartel case

KARREN VERGARA  |  MONDAY, 14 FEB 2022
The Commonwealth Director of Public Prosecutions has dropped all charges against the criminal cartel case involving the issue of ANZ shares. Last week, the CDPP withdrew charges against the remaining defendants, Citigroup Global Markets Australia, Deutsche ...

New chief executive for Fintech Australia

CHLOE WALKER  |  TUESDAY, 8 FEB 2022
Fintech Australia has appointed financial services veteran investor and long-time executive Andrew Porter as its new chief executive. Porter brings to Fintech Australia over two decades of experience in the financial services sector, having held senior ...

CFA releases disappointing pass rate

KARREN VERGARA  |  MONDAY, 7 FEB 2022
Only 27% of candidates who sat the latest Chartered Financial Analyst (CFA) level one exam passed. The November exam, which had 28,170 aspiring investment management professions undertaking the session, saw a marginal improvement compared to the May ...

Pinnacle folds boutique

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
Pinnacle Investment Management shuttered one of its affiliates just two years after it acquired a stake. Reminiscent Capital, a discretionary Asian macro strategy, folded in November 2021, resulting in a $1.8 million write off. Pinnacle hoped that Reminiscent ...

Rest strengthens investment team

JAMIE WILLIAMSON  |  WEDNESDAY, 2 FEB 2022
Rest has added a head of transformation, operational risk and governance to its investments team. David Duncan has joined the industry fund in the role, having previously been director, financial services consulting at PwC. He brings about 15 years' ...

Economists expect a rate rise: Finder

CHLOE WALKER  |  MONDAY, 31 JAN 2022
Finder's RBA cash rate survey reveals 58% of economists expects a rate rise in 2022. In this month's survey, 36 experts and economists weighed in on future cash rate moves and other issues relating to the state of the economy. While almost all ...

Advice firm rebrands, scores own AFSL

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
The move to self-licensing continues to grow as a Victoria-based advice practice scored its own AFSL after operating under a dealer group for 13 years. Armed with a new AFSL, Retireinvest has rebranded to Templeton Advice Group. Templeton has three ...

ASIC reviews ETP naming conventions

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
ASIC is proposing to overhaul the naming conventions of exchange-traded products so that the names are "true to label". The corporate regulator argued that ETPs have different structures, features, strategies, and risks compared to listed investment ...