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Showing 861 - 870 of 8410 results for "June"

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... of Clime's strategic decision to focus on its funds management and private wealth businesses and is due to complete by June end. Infocus will pay $2 million for the licensee and platform, using a three-year convertible note with 8% per annum coupon ...

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... the business as part of an ongoing wider change. The ASX-listed wealth giant confirmed Matt Olsen will exit at the end of June. In a statement to Financial Standard, a spokesperson for Insignia Financial said: "As announced to the market last July, we ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... Macquarie, Colonial First State, BT and Microsoft are the most popular among them. Compared to the period between January and June 2023, advice technology, investments, super, practice management, and SMSFs were the most popular subjects. The first half ...

Fidelity confirms active ETFs to launch in coming weeks

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAY 2024
... unitholders to create a new class of units for several of its funds, Fidelity International will launch four active ETFs by June 3. Earlier this month, Financial Standard reported Fidelity's plans to expand its range of active ETFs, first introduced ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
... the NovaPort founders will manage the selldown of assets and wind-up of the funds, which is expected to be concluded by 30 June 2024, subject to market conditions." In total, NovaPort Capital had about $303.6 million in funds under management as at March ...

Fidelity shutters, delists funds

KARREN VERGARA  |  TUESDAY, 21 MAY 2024
... focuses on investment-grade and high-yield corporate bonds that have a low duration. The fund ceases operating effective June 6. Fidelity said it decided to terminate the fund as "there has been negligible growth since the fund's inception and there ...

Cbus deputy CIO exits

KARREN VERGARA  |  MONDAY, 20 MAY 2024
... best in her future endeavours," a Cbus spokesperson said in a statement. Campbell will stay with the fund until the end of June.

Seven fund managers scoop up First Sentier mandates

KARREN VERGARA  |  MONDAY, 20 MAY 2024
... expects to finalise the confirmation of the new managers shortly and anticipates the portfolio transitions will commence from June onwards. "FSI has committed to continuing to manage the funds in an orderly and prudent manner until the transition is ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... South Wales, before being appointed regional sales manager for New South Wales, ACT, Queensland, and Western Australia in June of last year. He brings extensive experience in life insurance and financial advice to the role. Prior to NEOS, Leonard was ...

Social media influencers charged for promoting shady investments

ANDREW MCKEAN  |  FRIDAY, 17 MAY 2024
... punishable by a fine and/or up to two years in prison. The defendants will appear before Westminster Magistrates' Court on June 13. Earlier this year, the FCA clarified that all financial promotions must be fair, clear, and not misleading across ...