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Showing 1 - 10 of 559 results for "Latter"

AFCA puts InterPrac determinations on ice

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway. For people affected, the pause in determinations mean their complaints against InterPrac will be temporarily ...

Sequoia delays dividend amid InterPrac sale uncertainty

ELIZA BAVIN  |  THURSDAY, 14 MAY 2026
... shareholders were required to approve the transaction. Selling 100% of the shares in InterPrac to Conquest would have meant the latter taking on all assets and liabilities of the troubled advice practice. InterPrac currently has a professional indemnity ...

Sequoia abandons InterPrac sale

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
... shareholders are required to approve the transaction. Selling 100% of the shares in InterPrac to Conquest would have meant the latter taking on all assets and liabilities of the troubled advice practice. InterPrac currently has a professional indemnity ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

Victory Capital exits Janus Henderson acquisition bid

KARREN VERGARA  |  THURSDAY, 26 MAR 2026
Victory Capital has pulled out of the race to acquire Janus Henderson, saying it was "disappointed" with the process and engagement with the latter's special committee. This leaves on the table the bid made by Trian Fund Management and General Catalyst ...

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
Montgomery Investment Management has cut ties with Polen Capital, with the latter's responsible entity opting to terminate its funds after five years of underperformance. Polen Capital first entered the local wholesale market in 2021 through a partnership ...

ART taps ex-HESTA manager for opportunistic role

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... trading desks as well as the global FX options desk. He held similar roles at Bank of Scotland and ANZ, although with the latter he also looked after credit risk management on the specialist lending side. He earlier worked in senior market and credit ...

Mercer Investments axes managers, awards fresh mandates

KARREN VERGARA  |  TUESDAY, 13 JAN 2026
... the Mercer International Shares Fund and Advance International Shares Fund. The former had six fund managers while the latter had four. The restructure meant only three fund managers are now overseeing the two strategies. The changes took effect on 12 ...

Equity managers' research most reliant on AI: Report

KARREN VERGARA  |  FRIDAY, 9 JAN 2026
... equities fund managers are increasingly relying on generative artificial intelligence (AI) for their research, with the latter saying it is no longer an "additive" but an integral part of this function, new analysis shows. Frontier Advisors' latest Frontier ...

Small win for First Guardian victims amid platform transition

JAMIE WILLIAMSON  |  MONDAY, 5 JAN 2026
... frozen and their value is uncertain". It comes as the funds are transferred from the OneVue platform to Praemium, as the latter looks to decommission the former. Once this is complete, members will be able to transfer their balance to another fund or ...
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