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Showing 931 - 940 of 4745 results for "July 1997"

Commonwealth Financial Planning to shutter

ELIZABETH MCARTHUR  |  TUESDAY, 26 OCT 2021
Commonwealth Financial Planning is closing, Commonwealth Bank announced today. From today forward, Commonwealth FP cannot take on any new financial advice clients. Existing advisers and clients will have until November 30 to work out next steps, before ...

Harvey Kalman joins Raiz

ELIZABETH MCARTHUR  |  MONDAY, 25 OCT 2021
Former Equity Trustees global head of business development Harvey Kalman will chair Raiz Invest. Kalman is currently board member and chair of the audit and investments board committee for the Menzies Foundation and chair of the Financial Planning Advisory ...

APRA appoints investment risk lead from TCorp

KARREN VERGARA  |  FRIDAY, 22 OCT 2021
A former New South Wales Treasury Corp executive has joined the prudential regulator as head of investment risk. Geoff Stewart was appointed head of investment risk at APRA in September. Stewart recently finished up as TCorp's head of investment advisory ...

Family offices back Regal resources fund

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
A small group of family offices have backed a new long/short resources fund from Regal Funds Management to the tune of $90 million. Regal said it was recently approached by a small group of family office clients requesting an ability to gain a singular ...

Former Dover adviser banned

ANNABELLE DICKSON  |  THURSDAY, 21 OCT 2021
The corporate regulator handed down a six-year ban from providing financial services to a Melbourne-based financial adviser for failing to provide appropriate advice. Ashok Sherwal advised clients in need of cash to replace their existing insurance ...

Advisers query super changes

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
Financial advisers have been focused on mitigating the impacts of COVID-19 on superannuation for their clients, according to BT. BT's technical team received over 2000 enquiries from advisers in the September quarter and the most asked question was ...

AustralianSuper acquires Qantas site

KARREN VERGARA  |  FRIDAY, 15 OCT 2021
As part of a consortium, AustralianSuper will acquire a 14-hectare redevelopment site from Qantas Airways worth $802 million. AustralianSuper joined forces with logistics company LOGOS to take over the land, which is based in Mascot and located near ...

CFS adopts advice consent solution

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
Colonial First State has partnered with Iress to help it comply with the newly introduced ongoing advice fee obligations. The blockchain-supported solution will manage advice fee consent requirements for clients on CFS's platforms, FirstChoice and ...

ASIC calls for stronger whistleblowing policies

ANNABELLE DICKSON  |  THURSDAY, 14 OCT 2021
The corporate regulator has written to the chief executives of large public companies, large private companies and the trustees of superannuation funds to ensure their whistleblowing policies are compliant. The letter comes after ASIC reviewed a sample ...

CBA to detect abusive banking behaviour

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
Commonwealth Bank is implementing artificial intelligence (AI) technology along with machine learning to detect abusive behaviour reflected in transaction descriptions within its banking services. Developed in CBA's AI Labs, the technology will be used ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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