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Showing 91 - 100 of 31204 results for "Financial"

A quarter of advised Australians nervous about retirement

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
Physical health and financial security are the primary factors influencing how content Australians in or near retirement are, according to a new report. Challenger's inaugural Retirement Happiness Index, in collaboration with independent research house ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
... manager for Victoria and Tasmania. Prior to joining Macquarie in 2000, Kline served as a senior policy manager at the Financial Services Council for over three years. BT chief executive Matt Rady said he is delighted to have Kline joining the leadership ...

Perennial renews contract with SS&C

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... scored regulatory approval to expand to the Middle East, opening a new office in Abu Dhabi, United Arab Emirates. The Financial Services Regulatory Authority granted SS&C approval to provide fund administration services within the Abu Dhabi Global Ma ...

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
A former financial adviser has been charged with 12 counts of dishonest conduct for falsifying clients' documents to access their superannuation accounts. The Downing Centre Local Court yesterday slapped the charges on David Mario Valvo while running ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
A former Consultum Financial Advisers-licensed advice practice based in South Australia has joined the Count network. Murray Nankivell, also an accounting and business consulting provider, is the latest to join the ASX-listed firm, leaving behind Insignia-owned ...

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... partner with accounting and advisory firms to deliver quality advice to more Australians." Stafford has over 25 years' financial services experience, spanning superannuation, wealth management, life insurance and advice. She joined HUB24 in 2022 ...

Wealth firm gears up to change administrator

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... old FNZ technology to a new SS&C platform called Acclaim Online. Acclaim Wealth chief executive Terry Constable told Financial Standard this represents a significant member outcome as all members will receive a new login and have a completely different ...

AustralianSuper hires data strategy lead

ELIZABETH FRY  |  TUESDAY, 2 APR 2024
... superannuation funds. Finally, Alix Fraser joins the asset owner as a member resolution manager. Fraser joins from Insignia Financial where she worked as a trustee claims specialist and for MLC Australia before that. She earlier worked in insurance at ...

CSLR kicks off, 2k await compensation

KARREN VERGARA  |  TUESDAY, 2 APR 2024
... remit is limited to four areas: credit intermediaries, such as mortgage brokers, credit providers, such as lenders, financial advisers, and general securities dealers, or stock exchange organisations. The maximum compensation amount is $150,000. One ...

Legalsuper names chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 28 MAR 2024
... leadership roles within Commonwealth Bank's retail division. He was most recently chief customer officer at Elula, a financial services software provider, before joining the super fund. Finally, Alissa Knight has joined the fund's Office of the CEO & ...