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| | | ... and passionate about raising up the next generation of advisers," he said. "The firm provides a truly integrated advice service, giving confidence to clients who have a dream for a better and richer life, and we are excited to expand our relationship ... |
| | | | ... relating to services they offshore, according to ASIC. A review of 30 REs found that more than half or 17 rely on offshore service providers (OSP). REs typically outsource the management and oversight of investment process and administration of a fund's ... |
| | | | ASIC has updated its Statement of Claim in the proceedings against Equity Trustees (EQT) to include a claim for compensation for losses incurred by members of the AMG Super and Super Simplifier platforms who invested in Shield Master Fund. This is in ... |
| | | | ASIC has cancelled CPG Research & Advisory's AFSL, which is linked to the now-defunct Linchpin Capital, effective October 7. The cancellation comes after CPG ceased to carry on a financial services business and failed to pay industry funding levies ... |
| | | | Most financial advice licensees that rely on offshore service providers (OSPs) fail to adequately assess, monitor and audit their arrangements thus putting their processes and business at risk, a new ASIC investigation reveals. ASIC's review of 10 financial ... |
| | | | A new report by anti-poverty organisation Oxfam Australia (Oxfam) revealed nearly 50% of the capital gains tax discount went to 24,000 people who earned over $1 million in 2022-2023. Findings indicate that on average, each of these individuals received ... |
| | | | ... consistency to private market assets, from private companies to real estate and infrastructure. As an AI-powered managed data service, MSCI said the program applies consistent sector tagging at scale, enabling granular classifications to benchmark, analyse ... |
| | | | CareSuper has appointed Matt Macdonald as portfolio manager within the private equity team. The private equity specialist joins from AustralianSuper where he worked as a senior investment analyst for over four years. Before that, he spent an equivalent ... |
| | | | Liz Norman, the long-serving head of marketing, sales, and client relations at Platinum Asset Management, has left the company ahead of its merger with L1 Capital which was approved by shareholders last week. Norman has been a crucial member of the ... |
| | | | A former Smartshares chief executive has taken the reins at Mercer's New Zealand business, Anna Scott will spearhead Mercer's operations across New Zealand, working closely with local and regional teams to further develop the firm's capabilities ... |
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