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Showing 1 - 10 of 7531 results for %22June 2014%22

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... at Affinia Financial Services for about three years and jumped to NAB as senior financial adviser for over a year. Between June 2017 and June 2023, she was employed at NAB as a business development manager, according to her LinkedIn profile. ASIC said ...

Sequoia chief's job at stake in upcoming EGM

ANDREW MCKEAN  |  FRIDAY, 26 APR 2024
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole. Sequoia was earlier this month informed by a group of shareholders, that collectively ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... technology, or operations involved in running the robo-advice offering. The transition is expected to take place around the end of June. "This acquisition further cements our leadership in the digital investing space," Betterment chief executive Sarah ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... to be able to announce the new managers within a month and anticipates that the portfolio transitions will commence from June 2024 onwards." FSI chief executive Mark Steinberg: "We will continue reviewing opportunities for growth, seeking to add additional ...

LIT delisting simplifies Forager: CIO

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... simple open-ended funds with the same Responsible Entity and registry, both accepting daily applications and redemptions." In June, unitholders will decide on the fate of FOR and if it should delist from the ASX. FOR has traded at an average discount ...

Finalists named in annual MAX Awards

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... Guy McInerney of Franklin Templeton, and Laura Scrignar of Betashares. The awards will be presented at an evening event on June 6 at the Sofitel Sydney Wentworth. Voting is now open, with winners determined by both the votes and vetting by Financial ...

OneSuper to take on more super products

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... under management and 21,340 members. Now, the trustee has confirmed it will also transfer the Professional Super sub-plan on June 1. Professional Super is home to several superannuation products, including Cruelty Free Super, Engineering Super, Professional ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
... PFS and its 155 representatives. Australian Unity's advice unit had $11.2 billion in funds under advice (FUA) at the end of June 2023. Entireti's chief executive Neil Younger said Fortnum and PFS will "continue to operate under their respective names ...

Perennial launches new investment fund

ELIZA BAVIN  |  FRIDAY, 19 APR 2024
... IPO, trade sale or secondary selldown. PPP+ will open for wholesale investors on 29 April 29 2024 and close at the end of June.

UniSuper selects new group insurer

JAMIE WILLIAMSON  |  WEDNESDAY, 17 APR 2024
... The $135 billion superannuation fund has called time on its relationship with TAL, which began in November 2013. Effective June 1, MetLife will serve as group insurer to UniSuper, with members to benefit from an enhanced offering, the fund said. UniSuper ...
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