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| | | Some accountants could have no choice but to take up the proposed Australian Financial Services License when it is finalised to retain their existing clients. Minister for financial services and superannuation Bill Shorten last week released draft regulation ... |
| | | | AMP Financial Services (AFS) has appointed Tim Steele as managing director of ipac. He will report to AMP director of Advice Network and strategic development Andrew Waddell. Steele is currently director of Horizons, AMP's planner academy. Neil Swindells ... |
| | | | Financial adviser Charles Badenach from Shadforth Financial Group won this year's Financial Standard Social Media Influence, Leadership + Excellence (SMILEYS) Scholarship, at an award ceremony yesterday. Other awards winners included Aaron Zelman who ... |
| | | | ... well as its wealth creation business, has performed strongly with wealth penetration up 152 basis points. "Revenue growth in AFS was pleasing, particularly in the second half. At the same time, expense growth was low despite ongoing investment in our ... |
| | | | ASIC has cancelled the Australian Financial Services (AFS) licence of Sydney-based Australian Performance Financial Planning, effective immediately. In April, the corporate regulator suspended the company's licence because it had been had been put under ... |
| | | | ... Page, Rainmaker managing director. The largest non-institutionally owned groups are PIS, Sentry, Wealthsure, Synchron and AFS, note the Rainmaker report. AMP-AXA was meanwhile confirmed as the largest institutionally owned group with 12 licensees and ... |
| | | | Independent Australian Financial Services License (AFSL) provider Paragem has signed Ford + Scott Financial Planning Pty Ltd, after the Tasmanian-based business resigned from Westpac's Securitor AFSL. "We've enjoyed a long and successful relationship ... |
| | | | Former chief executive officer and managing director of Count Financial, Andrew Gale has joined boutique M&A advisory firm Chase Corporate together with recently retired KPMG senior partner and NSW chairman Chris Jordan AO. The two appointments represent ... |
| | | | ASIC has revoked the AFS license of Lion Advantage and banned the financial service organisation's chief executive David Hickie for two years, following a surveillance of the business. During the surveillance period, the regulator found the business ... |
| | | | ... Former ANZ advice executive Alan Logan has been revealed as the new chief executive officer of Australian Financial Services (AFS). Logan joins AFS from private consultancy Bombora Advice, and before this was general manager for ANZ Advice and Distribution. ... |
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