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Showing 71 - 80 of 883 results for "Charter"

SEC seeks to shut down $450m Ponzi scheme

JAMIE WILLIAMSON  |  THURSDAY, 15 AUG 2024
The US regulator has filed charges over a $453 million Ponzi scheme that saw more than 2000 investors' retirement savings spent on luxury yachts, private jets and more. The Securities and Exchange Commission (SEC) obtained a preliminary injunction ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... reports a net loss of $15 million. Entireti, formerly Fortnum Private Wealth, and AZ NGA will pay $10.2 million to acquire Charter Financial Planning, Hillross, AMP Financial Planning and support firm Jigsaw. To do so, it will form a joint venture entity ...

Family offices face more complex challenges: Ocorian

ANDREW MCKEAN  |  WEDNESDAY, 7 AUG 2024
... reported developing stronger succession plans, while a similar number (48%) strengthened their family constitution or charter; or introduced one for the first time. Ocorian also said that almost half (46%) of family offices had secured the support of ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... The five AFSLs attracting the lion's share were Alliance Wealth, Interprac, Shaw and Partners, Synchron Advice, and Charter Financial Planning. Rainmaker calculated a total of 15,825 financial advisers registered with ASIC, down 1.6% from June 2023. ...

Boutique ESG fund manager folds

KARREN VERGARA  |  FRIDAY, 19 JUL 2024
... the aforementioned sectors. The fund manager also runs the Tatrai Giving Fund, which donates to charities based on its charter. "We are also very grateful for the incredible partnerships we have had with countless sustainability advocates in this network ...

Kraken expands custody solution to Australia

ELIZA BAVIN  |  FRIDAY, 19 JUL 2024
Kraken Institutional will expand in Australia and the UK to offer institutional clients access to its custody solution. The cryptocurrency exchange said eligible investors in the UK or Australia can store, manage, and transfer crypto assets in Kraken ...

Australian Ethical snaps up asset manager

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... ASX announcement, Australian Ethical said the new team will adhere to Altius' Sustainability Policy and its own Ethical Charter. Australian Ethical chief executive John McMurdo said that the Altius acquisition is an important milestone in scaling and ...

Australian Unity appoints general manager of social infrastructure

ANDREW MCKEAN  |  MONDAY, 20 MAY 2024
Australian Unity has appointed Darren Dawson, an experienced executive in sustainable finance and ethical investment, as its social infrastructure funds general manager. Dawson will oversee the management of Australian Unity's social infrastructure ...

GPT appoints new chief investment officer

ELIZA BAVIN  |  FRIDAY, 17 MAY 2024
... currently managing director, a position he has held since December 2019. Prior to that he was head of capital transactions at Charter Hall. "I am pleased to announce the appointment of Mark Harrison as GPT's chief investment officer," GPT's chief ...

CFA Society Australia launches

ELIZA BAVIN  |  THURSDAY, 16 MAY 2024
... interest. "CFA Society Australia can more effectively create thought leadership, support the growth and reputation of the CFA charter and forge institutional partnerships with far reaching benefits," Franklin said. "The organisation can also influence ...