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Showing 131 - 140 of 3773 results for "April"

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... the growth of our broker channel. "Tom brings sales and industry experience having been at Bell Potter, Ord Minnett and APRIL Solutions," said a Perpetual spokesperson. With over a decade of corporate experience working within financial services - wealth ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... evident, and we look forward to offering our clients an even greater level of financial expertise and service," Chew said. In April, Vista finalised its acquisition of Master Your Money Now, which was founded by Chris Carlin. "Changing licensees is always ...

AMP shareholder class action settlement slashed

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... plaintiffs known as "Komlotex" and "Fernbrook" allege that this information was first revealed to the public on 16 and 17 April 2018 during the Royal Commission and the revelations caused a substantial decline in AMP's share price. The plaintiffs argue ...

Adviser cops 10-year sentence

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... Victoria County Court yesterday. He will be eligible for parole after 6.5 years. Nugara, who was permanently banned by ASIC in April, stole $10,072,061.93 from 38 clients between 10 October 2014 and 9 January 2019. The hearings revealed that Nugara had ...

Allianz Retire+ launches retirement solution for super funds

ANDREW MCKEAN  |  WEDNESDAY, 4 OCT 2023
... integration opportunities with advice platforms and can be incorporated within superannuation funds and account-based pensions. In April, AGILE was accessible to members of Link Group's superannuation fund clients via its Pathfinder retirement platform. ...

MA Financial boosts fund with $20m acquisition

CASSANDRA BALDINI  |  TUESDAY, 3 OCT 2023
... will complement the firm's existing portfolio of 10 d'Albora marinas in the MA Marina Fund, established by MA Financial in April this year. The group purchased the two new marinas from Marprop Real Estate Investors founder and managing director James ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
... the tune of $10 million and could face up to 20 years in jail. Terence Rio Nugara, who was permanently banned by ASIC in April, stole $10,152,061.93 from 38 clients between 10 October 2014 and 9 January 2019, documents from the Country Court of Victoria ...

Former adviser lands in jail

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
... Adviser Register, Sebo was licensed under MCA Financial Planners between May 2014 and September 2018. Between January 2009 and April 2014, he was at Sentry Financial Planning. ASIC cancelled Platinum Perpetual Global Private Wealth's AFSL in September ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... investment research and governance Marnie McLaren, based in Sydney. McLaren was with BT for 13 years before her departure in April 2022, prior to which she held senior roles at St George Wealth Management. She is also chair of the Financial Industry ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... believe this closely aligns with our own aspirations," Viridian co-founder and joined chief executive Raamy Shahein said in April. This month, Viridian also acquired Sydney-based mortgage broker, Smartmove Professional Mortgage Advisors, expanding its ...