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Showing 81 - 90 of 400 results for "Rena"

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
The second winner of the Gwen Fletcher Memorial Award for 2021 has been announced by the Financial Planning Association of Australia (FPA). Sydney-based financial adviser Susan Buda of Brady & Associates Financial Advisers has taken home the award. ...

SG Hiscock rejigs fund

ANNABELLE DICKSON  |  THURSDAY, 4 NOV 2021
SG Hiscock & Company has renamed the long standing SGH20 fund and increased the number of holdings in the fund. SGH20 was established in 2004 and has been renamed the SGH High Conviction Fund. The underlying strategy remains the same, yet the maximum ...

Wells Fargo deals finalise

JAMIE WILLIAMSON  |  TUESDAY, 2 NOV 2021
Computershare has completed its acquisition of Wells Fargo Corporate Trust Services' assets. At the same time, Wells Fargo Asset Management has been officially rebranded as Allspring Global Investments. Today marks the first day of Computershare Corporate ...

Taxpayer Bill of Rights recommended

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 OCT 2021
The House of Representatives Standing Committee on Tax and Revenue has recommended that the Australian Tax Office develop a Bill of Rights for taxpayers. The committee made 19 recommendations in response to the Commissioner of Taxation's Annual ...

IOOF to adopt new name, brand

JAMIE WILLIAMSON  |  THURSDAY, 21 OCT 2021
The 175-year-old wealth giant is set to rebrand in what chief executive Renato Mota calls an evolution, not a revolution. As part of its ongoing transformation and following a strategic review, IOOF will rebrand to Insignia Financial before the end ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
The Financial Planning Association of Australia unveiled its shortlist of finalists for the upcoming FPA Awards. The ninth annual FPA Awards recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional ...

Funds will have to guide members on SRM, LTRM

KANIKA SOOD  |  THURSDAY, 2 SEP 2021
Can consumers, even informed ones, tell the difference between standard risk measure (SRM) and long-term risk measure (LTRM) labels? That's a question put to Chant West general manager Ian Fryer and Aware Super manager for actuarial practice Estelle ...

IOOF posts $143.5m loss for FY21

KANIKA SOOD  |  THURSDAY, 26 AUG 2021
IOOF reported an underlying net loss after tax of $143.5 million for FY21, as it cleans out legacy arrangements and integrates recent acquisitions. Revenue for the year was $769.9 million (up 31%), of which $69.1 million came from MLC and $700.8 million ...

360 Capital winds up listed equities business

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
ASX-listed 360 Capital has wound up its Active Value Fund and sold Ralton Asset Management, as it exits listed equities. The move follows TGP's decision to focus on higher-margin private equity business. The Active Value Fund was launched in November ...

Active Super rejigs MySuper

KANIKA SOOD  |  MONDAY, 9 AUG 2021
Active Super has changed the structure of its lifecycle MySuper product to derisk members slower than before, while also renaming two Choice options. Active Super's lifecyle MySuper product currently divides members into four stages: High Growth ...