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Showing 41 - 50 of 143 results for "last November"

iExtend finds interim arrangement to operate

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... services may include financial advice, investment management, insurance broking or dealing in financial products. Last November, the firm accepted a court enforceable undertaking from ASIC after the regulator found that the life insurance start-up was ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... replicate combination of expertise in asset consulting, practice management, and asset management," Scarcity said. Last November, Scarcity launched the GP Access Fund, a semi-liquid open-ended fund operating on a commitment and call structure. It aims ...

Diverger shareholders welcome Count takeover

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2024
... transaction. ASX-listed COG Financial Services (COG) was initially in the running to acquire Diverger. COG backed away last November, together with its offer of $1.4083 per share. Brook added since announcing the acquisition and despite employment uncertainty ...

HUB24 sets sights on $100bn FUA

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... period with new Insignia advisers making up over half of the quarterly increase. The platform released Discover last November to target advised clients with lower balances and collaborated with Allianz Retire+ to launch longevity product AGILE. It is ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... billion in funds under advice. Count will swallow up Diverger after COG Financial Services backed out of the running last November.

Prime Super appoints new custodian

ANDREW MCKEAN  |  TUESDAY, 19 DEC 2023
... Citi Securities Services follows NAB Asset Servicing announcing its intention to wind down custodial operations last November, wrapping up a 16-year custodial partnership with Prime Super. The big four bank decided to close its Asset Servicing business ...

GQG Partners FUM declines

ANDREW MCKEAN  |  TUESDAY, 7 NOV 2023
... officially welcomed Kathy Kovacs to its board, marking the final step in the fund manager's board renewal initiated last November. Kovacs, a director at HUB24 since July 2021, succeeds Colette Garnsey who's since retired. The board renewal also ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... iPlan. It bought a stake in accounting and advice firm McLean Delmo Bentleys in February and SCM Financial Group last November. Commenting on the latest merger, AZ NGA chief executive Paul Barrett said the strategic partnership bought together two complementary ...

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 ...

ASX profits hit by CHESS setbacks, acts on review findings

ANDREW MCKEAN  |  THURSDAY, 17 AUG 2023
... year had been difficult following the disappointing but necessary decision to pause the CHESS replacement project last November, acknowledging confidence in the bourse had been tested. "When we first embarked on this transformational piece of work in ...