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Showing 801 - 810 of 3927 results for "November"

More advisers fail FASEA exam

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
Only half of the financial advisers who sat the November exam passed, making this the lowest pass rate on record. Fifty-two percent of the 2129 advisers who sat the Financial Adviser Standards and Ethics Authority exam were successful. The pass rate ...

Hostplus, Statewide formalise merger

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
... welcoming Statewide Super's members, employers and staff in 2022." Hostplus completed its merger with Intrust Super in November, welcoming 90,000 members, 25,000 employer clients, and $3 billion in FUM. Two years ago, Hostplus took over Club Super ...

Financial Advice Hub goes live

KARREN VERGARA  |  WEDNESDAY, 8 DEC 2021
... report at the beginning of each month. The report published yesterday captures JobKeeper information disclosed up until 30 November 2021. Financial services firm listed in the report include Pinnacle Investment Management and Clime Investment Management ...

Kelly Partners acquires in NSW

KARREN VERGARA  |  MONDAY, 6 DEC 2021
... this transaction), would command a dominant and leading position in the Northern Beaches region." The ASX-listed firm in November paid $4.4 million for a Penrith-based accounting firm. In April 2021, it also acquired a 51% interest in a financial planning ...

Blackstone invests $925m for stake in Grosvenor Place

CHLOE WALKER  |  MONDAY, 6 DEC 2021
... proceeds ($694m) from the sale to repay debt. The 50% stake in Grosvenor Place initially came to market in 2020, and in November that year, Dexus announced that China Investment Corporation (CIC) had conditionally agreed to the stake. When the deal did ...

Economic recap: Week to December 3

BENJAMIN ONG  |  MONDAY, 6 DEC 2021
... surge in inflation is "transitory" for months, Fed chair Powell (in his testimony before the US Congress at the end of November) declared that it's "probably a good time to retire that word". This means faster than expected taper and earlier than ...

AAT downgrades adviser banning

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... representative of ANZ. Lee represented Infocus between 5 June 2010 and 15 June 2017, and ANZ between 19 September 2017 and 19 November 2018. In one of her explanations, she said that her conduct was in the context of a number of "problems" that existed ...

AMP North further expands menu

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... North team will work closely with advisers to understand what their clients most value," she said. Between October and November, 44 exchange-traded funds were made available. Some of the new additions include the Vanguard Ethical Conscious Australian ...

Proposed reforms could simplify advice

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... sweeping changes to financial services law, including changes that affect the advice industry, tabled in parliament on November 30. After surveying a gamut of corporations and analysing the web financial services legislation, the ALRC makes 16 recommendations ...

Backlash after 'unprecedented' ASIC action against Westpac

ELIZABETH MCARTHUR  |  THURSDAY, 2 DEC 2021
... unprecedented move, ASIC commenced six civil penalty proceedings against Westpac for widespread compliance failures on November 30. The six matters filed related to charging fees to deceased customers; distributing duplicate insurance policies and seeking ...