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Showing 861 - 870 of 2357 results for "Stage"

Industry veteran set to launch new fund

ELIZA BAVIN  |  WEDNESDAY, 8 JAN 2020
... the strategy has been working well, it's something I've been working on for a number of years and it got to the stage I am ready to take it to market," she said. Burman is a high conviction, index unaware, Australian equities manager combining ...

Industry veteran arrested

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... director, released a statement to the ASX saying that it is aware of the press coverage in relation to his arrest. "At this stage the company is not in a position to comment about this matter," it said. "The company will provide an update on any material ...

Zenith acquired by private equity firm

ALLY SELBY  |  WEDNESDAY, 18 DEC 2019
Research house Zenith Investment Partners has accepted an offer from private equity firm Five V Capital to acquire the business. Five V Capital, set up by Adrian MacKenzie in 2013, is best known for being an early backer of Aussie tech darling Canva ...

Advice group appoints director

ALLY SELBY  |  TUESDAY, 17 DEC 2019
A financial advice group has appointed a new independent director, in a bid to grow the company in the current uncertain environment. Alexander Beard has been appointed as an independent non-executive director at Centrepoint Alliance, joining the group ...

Super sector to dominate by 2034

ALLY SELBY  |  MONDAY, 16 DEC 2019
... revolutionise to deliver their own financial advice - and on the cheap too. "The legislation will be re-written at some stage and funds will be able to deliver all types of advice profitably and at a reasonable price to members," it said. The technological ...

APRA releases MySuper heat map

HARRISON WORLEY  |  TUESDAY, 10 DEC 2019
The prudential regulator has finally published its long-awaited heat map for MySuper products, with deputy chair Helen Rowell saying it's likely many in the industry will feel uncomfortable. APRA released the first iteration of its MySuper heat ...

Paraplanners tackle compliance challenges

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... director, client engagement at Integrity Compliance and part of her role sees her auditing AFSLs for compliance. She took to the stage with Kate Fellows, director of The Professional Planner, to highlight some of the practical compliance issues facing ...

Industry fund awards $100m mandate

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... strategies. "Equities, bonds and many traditional asset classes are expensive. Additionally, if there is a downturn at some stage, we want be to be ready to take advantage of the situation," Block said. The allocation to York comes after a recommendation ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
Mitch Anthony, who pioneered life-centered financial advice, will address the annual FPA Congress next week. He spoke to Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning ...

Continued calls for code compliance extension

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... the year." However, he said it's important to be clear compliance with the code will still be necessary from 2020 at this stage. "This ASIC relief for licensees was purely relief from registration and recording. Compliance with the Code still applies ...