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Showing 91 - 100 of 9304 results for "Financial services"

Wholesale investor test changes on ice: Parliamentary committee

KARREN VERGARA  |  FRIDAY, 4 OCT 2024
... agenda" and potential changes may well be in the future. The Parliamentary Joint Committee on Corporations and Financial Services is currently looking into the sustainability of the wholesale investor tests, which are now 22 years old, listening from ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... sales manager at UBS Asset Management, has been tapped for the role. Tomkins, who's had a 30-year career in financial services, including roles across fund distribution and client relationship management, will focus on developing strategic partnerships ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... increased 16% and 11.6% respectively on the last quarter, AMP said. In addition, AMP said Melbourne-based Stantins Financial Services will join its network. The company boasts expertise in financial advice, estate planning, wealth management, accounting ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Zurich launches new TPD option

ELIZA BAVIN  |  TUESDAY, 1 OCT 2024
Zurich Financial Services Australia has launched a new total and permanent disability (TPD) offering designed specifically to cover ongoing care requirements in the event of a severe accident or illness. The new 'continuous care' option allows for a ...

Fund manager splashes $240m on AZ NGA

KARREN VERGARA  |  TUESDAY, 1 OCT 2024
... Asset Management has a 64% stake in Oaktree. Oaktree managing director Byron Beath: "Oaktree has invested in financial services platforms globally, such as Ascot Lloyd and Atomos, and we look forward to enhancing AZ NGA's strong market position and ...

HESTA snags AMP head of compliance

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... AMP's superannuation business. Tim Pietsch has taken on the role and brings extensive experience across the financial services sector to the fold. He joins in a role the organisation believes will be critical in enhancing its compliance framework and ...

AustralianSuper appoints first chief liquidity officer

ELIZA BAVIN  |  THURSDAY, 26 SEP 2024
... manager capital management and stress testing for the group. Bhindi brings more than 25 years' experience in financial services at leadership levels across treasury, retail, investment banking and wealth management. AustralianSuper chief investment officer ...

ASIC extends two advice instruments

KARREN VERGARA  |  WEDNESDAY, 25 SEP 2024
... Reporting-Reportable Situations) Instrument 2024/620 and ASIC Corporations Record-Keeping Requirements for Australian Financial Services Licensees when Giving Personal Advice) Instrument 2024/508 for the purpose of extending reliefs that were due to ...

Court rejects Linchpin director appeal

KARREN VERGARA  |  WEDNESDAY, 25 SEP 2024
... unsecured personal loans when he was in financial difficulty. All four former directors were banned from providing financial services for five years and ordered to pay their respective penalties. Only Daly contested the rulings. Justice Jackman said ...