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Showing 691 - 700 of 3927 results for "November"

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
... underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year. Held in Sydney on November 23-24, the Congress will host a range of sessions designed to help financial planners better understand the many changes ...

Montgomery, Aura Group launch new income fund

CHLOE WALKER  |  THURSDAY, 8 SEP 2022
... Fund." The first units in the fund are intended to be issued on October 4, with performance expected to be reported in November. Montgomery and Aura Group signed a distribution partnership in May.

AMP loses management of ACRT

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2022
... best practice governance and risk management framework," Dexus said. The Dexus transaction is expected to complete in November. AMP said it respects the decision of unitholders and will work with them to effect the transfer.

Aligning investments to Leo's dating strategy pays off

JAMIE WILLIAMSON  |  FRIDAY, 2 SEP 2022
... index has delivered a return of 108.65% since its January 2019 inception. The index's performance hit its peak in November 2021 while, as with just about everything else, its deepest trough came in March 2020. Year to date it's down over 16%. ...

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
... and the AFA would nominate the deputy chair," he explained. "This will be for a period of almost three years, up until November 2025. After that point all eligible members of the merged entity can stand for election." Further, the CFP designation would ...

MobiSuper, licensee to pay $250k penalty

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... that the advice was based on incomplete or inaccurate information. The phone calls in question took place in October and November 2017. The Court also found that MobiSuper made misleading claims about being able to save fees by opening a MobiSuper account ...

Online investor numbers taper out: Report

ANDREW MCKEAN  |  FRIDAY, 26 AUG 2022
... online trade on stocks of ETFs during the 12-month period ended in June 2022, down from 1.52 million for the year ended November 2021. Investment Trends head of research Irene Guiamatsia said: "The combination of interest rate rises, market downturn ...

Platinum remains positive despite net profit loss

CHLOE WALKER  |  FRIDAY, 26 AUG 2022
... the world as a fund manager that I now need to fill-in the missing pieces," Neilson said on his departure, effective November 16. "I will miss my close engagement with the Platinum team but am reassured by knowing they have all the ingredients to deliver ...

Vanguard granted RSE licence

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2022
... offer to members by the end of the year." Vanguard first flagged its intention to re-enter the superannuation space in November 2019. At the time, Vanguard head of corporate affairs Robin Bowerman said: "We are at the start of a journey of entering the ...

Registrations open for FPA initiatives

CHLOE WALKER  |  MONDAY, 22 AUG 2022
... partners including Iress, KeyInvest, Magellan Group and Pickles, the Six-Foot Track Challenge will take place over two days, November 20-21. The association has also opened applications for its 2022 grants program, which close 5pm on September 30. "We ...