Search ResultsShowing 1 - 10 of 100+ results for Karren Vergara
ASIC audits limited AFSLs
KARREN VERGARA  |  THURSDAY, 20 JUL 2017
ASIC recently audited 20 limited AFSL holders to assess how they were faring with their obligations following the removal of an exception for accountants to give advice on SMSFs in July last year.
Adviser group expands national footprint
KARREN VERGARA  |  THURSDAY, 20 JUL 2017
Boutique Sydney wealth management firm Affinity Group acquired a stake in a Brisbane financial planning practice, boosting its funds under advice to more than $500 million.
Macquarie leads alternatives pack
KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
Global alternative assets under management rose 10% to US$4 trillion in the 12 months to December 2016, with Macquarie Group dominating the local sector.
Digital revamp for Citi wealth arm
KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
Citi Australia's wealth management and advice arm is ramping up its digital offerings in an effort to be a leader in the region.
Macquarie unveils adviser payment service
KARREN VERGARA  |  TUESDAY, 18 JUL 2017
Macquarie launched a new payment service that helps advisers manage clients' money flexibly without the need for a signed request.
JANA selects data solutions provider
KARREN VERGARA  |  TUESDAY, 18 JUL 2017
Investment consultant JANA has announced the appointment of a new data management provider.
Two appointments for BTFG life business
KARREN VERGARA  |  MONDAY, 17 JUL 2017
BT Financial Group made two executive hires for its life insurance business.
ANZ Wealth enhances life insurance process
KARREN VERGARA  |  MONDAY, 17 JUL 2017
ANZ Wealth launched a life insurance pre-assessment tool that reduces the application waiting time by up to 48 hours.
Class integrates with two boutiques
KARREN VERGARA  |  FRIDAY, 14 JUL 2017
Two boutique self-managed super fund service providers have joined forces with Class Super to help scale audit and compliance services.
Vanguard global chief executive steps down
KARREN VERGARA  |  FRIDAY, 14 JUL 2017
Vanguard global chief executive Bill McNabb will step down at the end of the year to be succeeded by chief investment officer Tim Buckley.
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