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Showing 1 - 10 of 17023 results for "Services"

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... Baaini, while working as a representative for licensee AAN Wealth Management, has been banned from entering financial services. ASIC's investigation found that she rendered personal advice to 121 clients in circumstances where she knew that she did not ...

Sequoia chief's job at stake in upcoming EGM

ANDREW MCKEAN  |  FRIDAY, 26 APR 2024
... meeting to remove Crole and non-executive director Kevin Pattison as directors, replacing them with head of professional services Brent Jones, and former Xplore Wealth chair Peter Brook. "The objective of this process is to focus on streamlining the ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... high-quality advice at scale was said to be "central to wealth managers' value proposition." "The challenge is to deliver these services at scale, while providing bespoke advice to HNW clients at a manageable cost. Technology has a key role to play in ...

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... investment of $5 million and essentially fast track residency in Australia, to attract potential investors. The Financial Services Council estimates that SIVs have attracted $15 billion from investors, mainly from China. Some $2.7 billion of this sits ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
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 ...

Impact Alpha Partners adds to board

JAMIE WILLIAMSON  |  WEDNESDAY, 24 APR 2024
... year by Andrew Huang, a former senior investment manager at State Super. It offers investment research and consulting services to investors looking to generate impact and alpha through their investments. To assist with this, Adam Randall has joined the ...

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

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... Commonwealth Bank. In a note to investors, Colonial First State (CFS) said that it will "hand over investment management services" for the following options: First Sentier Developing Companies, First Sentier Future Leaders, First Sentier Equity Income ...

MSC Certane wins Suncorp mandate

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... capability. We currently act as trustee for over $5 billion in corporate notes, debentures and bonds," Fletcher said. "Our note services include acting as trustee for retail and wholesale note issues such as secured or unsecured notes, convertible notes ...

JANA appoints new director of client development

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... seasoned investment professional with more than 20 years of experience across a wide range of asset classes and financial services solutions. Prior to this appointment, Chebli was a senior business development manager and relationships manager at APSEC ...

ASIC cancels AFSL of JB Markets

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
The Australian Securities and Investments Commission (ASIC) has cancelled the Australian Financial Services Licence (AFSL) of JB Markets effective from 12 April 2024. ASIC said JB Markets failed to comply with the financial requirements of its AFSL ...
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