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Showing 661 - 670 of 3801 results for "APPEA"

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
As we officially hit the mid-way point of the year, the latest data from ASIC shows more than 1700 financial advisers have dropped off its register since January. Analysis of the ASIC Financial Adviser Register shows there is now 16,413 financial advisers ...

Vanguard appoints head of ESG product

RACHEL ALEMBAKIS  |  FRIDAY, 1 JUL 2022
UniSuper governance and sustainability manager Sybil Dixon is departing the fund after 14 years to join Vanguard. Dixon will join Vanguard in August as head of ESG product, a Vanguard spokesperson confirmed to sister publication FS Sustainability. UniSuper ...

UniSuper revamps investment team

ELIZABETH FRY  |  FRIDAY, 1 JUL 2022
UniSuper investment chief John Pearce has revamped his investment team following the departure of its longtime head of Australian equities, Simon Hudson. Hudson, an industry stalwart, was hired 12 years ago from QIC when Pearce began to build the industry ...

SMSF client education a concern: Report

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
SMSF advisers are calling for more educational content as concerns around client education mount, according to a new report. Investment Trends' 2022 SMSF Adviser and Accountant Report shows advisers want more educational content to assist them in servicing ...

IFM Investors launches climate transition fund

JAMIE WILLIAMSON  |  THURSDAY, 23 JUN 2022
The Australian equities fund aims to help institutional investors reduce carbon emissions exposures while aligning investments to Your Future, Your Super requirements. IFM Investors said it expects the Climate Transition Fund will have broad appeal ...

Arrowpoint Capital launches $100m corporate debt fund

CHLOE WALKER  |  WEDNESDAY, 22 JUN 2022
The Australian-based corporate lender aims to take advantage of the large funding gap that exists between what the major banks can provide and the strong and growing demand from corporate borrowers. Its inaugural fund has been underpinned by more than ...

Corporate advisor charged over $2m theft

CASSANDRA BALDINI  |  WEDNESDAY, 22 JUN 2022
Former corporate advisor Anthony Torre has been charged after allegedly stealing almost $2 million from his clients. Last Friday, Torre appeared in Perth Magistrate Court and was charged with eight counts of fraud and five counts of stealing pursuant ...

Active Super kickstarts reward program

ANDREW MCKEAN  |  TUESDAY, 21 JUN 2022
Active Super has launched a Super Booster reward program to accelerate the growth of members' super balances. The Super Booster reward program is a 'set and forget' tool for members to top-up their super balances with eligible retail purchases. ...

Former adviser wins appeal, convictions quashed

JAMIE WILLIAMSON  |  MONDAY, 20 JUN 2022
A former adviser who was found guilty of fraud and sentenced to 12 years in prison in 2019 will have his case retried, having successfully argued there was a miscarriage of justice. Ben Jayaweera was a financial adviser and director of now-defunct Growth ...

You can't have it all: Retirement income strategies

JAMIE WILLIAMSON  |  THURSDAY, 16 JUN 2022
While greater availability of retirement income products is a positive, the three objectives of these products as set out in legislation don't necessarily reflect members needs or desires. Appearing on a panel at the Australian Institute of Superannuation ...