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Showing 1 - 10 of 10 results for "Evidentia"

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
The Financial Advice Association Australia (FAAA) has called on the Australian Taxation Office (ATO) to build upon the progress it made in its public release of revised tax deductibility guidance in December 2023. The FAAA said the ATO should further ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... has bought into an $8 billion asset manager that caters to private wealth firms. Scarcity acquired a 30% interest in Evidentia Group but did not disclose the dollar value. Evidentia works with private wealth firms to build investment portfolios, specifically ...

Multiple moves in Aware investments team

ELIZABETH FRY  |  FRIDAY, 11 AUG 2023
... chief operating officer for investments, Aware Super has lost one of its key portfolio managers to an asset consultant. Evidentia Group has appointed Jo Cornwell as head of manager research and a member of the investment committee. She joins from Aware ...

AMP Capital executive joins asset consultant

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... portfolio management at AMP Capital has joined an asset consultant as a partner. Darren Beesley became a partner at Evidentia in October, following a stint as portfolio management lead for the multi-asset group at AMP Capital. Prior to that role, Beesley ...

APRA to mandate independent certifications

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
Prudential regulator APRA plans to go ahead with mandating independent certifications within group insurance as recommended by the financial services Royal Commission. In a letter to registrable superannuation entity licensees, APRA clarified its position ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... investment specialist, cross-asset has jumped ship to a financial advice asset consultant. Nick Schoenmaker has joined Evidentia Group as a senior asset consultant. He spent over two years at ASI as the proxy portfolio manager for "Focus Funds" across ...

The trouble with best financial interests duty

KARREN VERGARA  |  WEDNESDAY, 10 FEB 2021
The best financial interests duty reform has major loopholes and lacks guidance from regulators, leading to major confusion for superannuation trustees. The fourth element of the proposed Your Future, Your Super reforms should be abandoned, according ...

FoFA changes no threat to best interest duty: lawyer

JAMES FERNYHOUGH  |  WEDNESDAY, 19 MAR 2014
The Financial Services Council (FSC) has obtained legal advice arguing that the proposed amendments to the Future of Financial Advice (FoFA) reforms will not compromise the best interests duties of advisers to their clients. The advice, provided by ...

Judge orders end of class action against WealthSure

LAURA MILLAN  |  MONDAY, 23 SEP 2013
The Federal Court of Australia has ordered the class action against WealthSure to stop, but it will allow members to continue the proceedings individually. Members of the class action were former clients of Colin James Oberg, a former WealthSure adviser ...

ASIC files charges against Southcorp

John Fernando The Australian Securities and Investments Commission (ASIC) today filed proceedings in the Federal Court against Southcorp Limited alleging a breach of its continuous disclosure obligations in April 2002. The proceedings relate to an e-mail ...
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