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Showing 591 - 600 of 2923 results for "Phil"

Economic recap: Week to August 6

BENJAMIN ONG  |  MONDAY, 9 AUG 2021
At the conclusion of its August board meeting, the Reserve Bank of Australia (RBA) announced its decision to: maintain the cash rate target at 10 basis points and the interest rate on Exchange Settlement balances of 0% maintain the target of 10 basis ...

Bennelong launches emerging markets strategy

KARREN VERGARA  |  THURSDAY, 5 AUG 2021
A Bennelong Funds Management affiliate is launching its emerging markets fund to Australian investors. The Skerryvore Global Emerging Markets All-Cap Equity Fund aims to generate absolute long-term returns by investing responsibly in emerging markets. ...

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
Evalesco Financial Services recently finalised the acquisition of former Association of Financial Advisers national president Marc Bineham's advice firm. Evalesco, led by Marshall Brentnall, Jeff Thurecht and Jules Knox, has taken on Noall & Co's ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
Equity Trustees has made two appointments to its Trustee and Wealth Services (TWS) team in response to increased demand. Kate Schell has joined as an adviser in the private client team and Amanda Sartor has been appointed as a senior relationship manager ...

AFA slams skyrocketing ASIC levy

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... when there were less than 20,000 as at June 30. AFA acting chief executive and general manager of policy and professionalism Phil Anderson said the levy essentially funds ASIC's court cases. "As predominantly small business operators, advisers are ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... Financial Advisers announced the appointment of its new chief. Helen Morgan-Banda will lead the AFA from August 2, replacing Phil Kewin who resigned earlier this year. Most recently she led the Law Society of New Zealand which has about 15,000 members. ...

AFA announces new chief executive

KANIKA SOOD  |  MONDAY, 26 JUL 2021
The Association of Financial Advisers has appointed a new chief executive to replace Phil Kewin who resigned earlier this year. Helen Morgan-Banda will move into the role on August 2. She has nearly 10 years of experience as the chief executive of two ...

Alphinity launches new fund

ELIZABETH MCARTHUR  |  THURSDAY, 22 JUL 2021
Boutique fund manager Alphinity Investment Management has launched a new global sustainable strategy. The new Alphinity Global Sustainable Equity Fund retains the concentration and investment approach of the existing Alphinity Global Equity Fund, which ...

Westpac appoints director

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
Westpac has named a renowned philanthropist as its latest non-executive director. Audette Exel is the chair and founder of international non-government organisation Adara Group. The group's focus is on improving health and education for women, children ...

CountPlus firm finalises acquisition

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
CountPlus member firm Unite Advisory has finalised the terms to acquire and merge with Coffs Harbour based advisory firm Bentley Brett & Vincent. The transaction includes an initial payment of $1.45 million and deferred payments over two years with ...