Search Results | Showing 1 - 10 of 11999 results for "Adviser" |
| | ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications. Adele Baaini, while working as a representative for licensee AAN Wealth Management, has been ... |
| | | ... momentum around cloud, enterprise, and now, AI." Farquhar will remain on the board of Atlassian and take on a special adviser role when he steps down on August 31. Farquhar and Cannon-Brookes co-founded Atlassian in 2001 after meeting at the University ... |
| | | ... investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser. Betterment will acquire Marcus Invest's digital investing accounts for an undisclosed figure. Goldman Sachs, however ... |
| | | The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's ... |
| | | JANA Investment Advisers has announced the appointment of Habib Chebli as director, client development. Chebli will be based in Melbourne and will be responsible for relationships with wholesale and institutional clients. He will be focused on enhancing ... |
| | | ... Matusch) took over PFS from Australian Unity for an undisclosed amount. Nestworth acquired Australian Unity's employed adviser and corporate superannuation services business, while Fortnum took on PFS and its 155 representatives. Australian Unity's advice ... |
| | | ... in place. "While Macquarie implemented effective controls from January 2020, its earlier failures meant that financial adviser Ross Hopkins was able to fraudulently withdraw around $2.9 million from his customers' accounts without being detected by Macquarie," ... |
| | | The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay. Justice Thawley sought to gather more information for the victims in delaying ... |
| | | The chair of Sequoia Financial Group, John Larsen, has resigned from the position and his replacement has been appointed. Larsen's last day as chair was April 18 following five years at the post. He will stay at Sequoia as a non-executive director and ... |
| | | ... Count and AMP Financial Planning continue to hold the lion's share. Rainmaker's analysis of the ASIC Financial Adviser Register (FAR) shows that the population dipped 2% from 15,881 this time last year. The numbers appear to waver around this ... |
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