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Showing 591 - 600 of 2834 results for "OCC"

Gender diversity in investment management slightly improving: Report

CHLOE WALKER  |  FRIDAY, 16 DEC 2022
Frontier's latest analysis on gender diversity in investment roles shows that some progress has been made since its study on the same topic in 2018. According to the report, titled, Diversity inclusive not intrusive, the number of Frontier-rated ...

Two more Morningstar staff depart

ELIZABETH FRY  |  FRIDAY, 16 DEC 2022
Morningstar Investment Management has farewelled two longstanding investment professionals. Brad Bugg, the head of multi-asset portfolio management, and Peter Bull, head of equities, have left the firm. "As our global investment teams and capabilities ...

More alpha gains through ops

ELIZABETH FRY  |  TUESDAY, 13 DEC 2022
Growth in fund complexity and managing assets in-house has triggered intensive efforts by pension funds to beef up their operational and support functions. JANA principal consultant and head of operational consulting, Jo Leaper, says there is a growing ...

PPS Mutual unveils new income protection product

CASSANDRA BALDINI  |  TUESDAY, 13 DEC 2022
PPS Mutual has launched a new income protection (IP) insurance product while bolstering its existing offering. The life insurer's new product, IP Prime 70, will allow professionals to cover up to 70% of their income, depending on their income level. ...

OnePath Life sued over utmost good faith duties breach

JAMIE WILLIAMSON  |  THURSDAY, 8 DEC 2022
OnePath Life will face ASIC in Federal Court over failures while handling a mental health claim. In 2016 a customer took out an income protection policy with OnePath Life through an ANZ financial adviser based in Grafton, New South Wales. OnePath Life ...

Former financial adviser charged with fraud

CASSANDRA BALDINI  |  WEDNESDAY, 7 DEC 2022
A former financial adviser has been convicted of fraud after using false documents to obtain a financial advantage. Ashley Grant Howard pleaded pleading guilty before the Downing Centre Local Court to two charges of using false documents to obtain a ...

Regional commercial real estate to run hot: REIA

CHLOE WALKER  |  TUESDAY, 6 DEC 2022
Regional commercial real estate is at the top of the list for key investment opportunities in 2023, according to the Real Estate Institute of Australia (REIA)'s inaugural State of the Industry Report. The report, which was conducted alongside commercial ...

MA Financial secures $70m for property fund

CASSANDRA BALDINI  |  MONDAY, 5 DEC 2022
MA Financial has raised $70 million for its MA Allendale Square Fund. The Perth office tower gained interest from high-net-worth investors (HNWI) across the firm's domestic and international client bases. The financial services firm explained it was ...

DASS clients pushed to accept paltry recoupment

ANDREW MCKEAN  |  FRIDAY, 2 DEC 2022
Dixon Advisory and Superannuation Services administrators have said it's in the best interest of the failed group's creditors to vote in favour of a proposed deed of company arrangement that would see them receiving as little as 3.1 cents on ...

2023 adviser exam dates released

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
ASIC has announced the sitting dates for the 2023 financial adviser exams, the first of which will be held on February 16. Advisers should note that all enrolments for the February Cycle 20 sitting will be open from January 10 and close on January 30. ...