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Showing 91 - 100 of 396 results for %22Profile Financial Services%22

Grow Super hires Qantas Super executive

KANIKA SOOD  |  MONDAY, 2 DEC 2019
... Super's administration platform for those assets. The company will employ 80 people by the end of the year (another high-profile hire earlier this year was Adam Gee from KPMG). Savage started at Grow Super's offices last week. "He has a really ...

Advice group chief executive to depart

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
... long-serving chief executive of a boutique financial advice group will exit the business next month. Profile Financial Services has confirmed the resignation of its chief executive Sarah Abood. Abood first took leadership of the privately-owned group ...

AMPFPA selects law firm

JAMIE WILLIAMSON  |  TUESDAY, 15 OCT 2019
The AMP Financial Planners Association has appointed a high-profile law firm to explore legal options available to its members following AMP's decision to alter its Buyer of Last Resort policy. The AMPFPA has selected Corrs Chambers Westgarth to ...

Boutique AFSL acquires advice practice

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
A boutique financial advice group has acquired a Parramatta-based firm focused on risk advice. Profile Financial Services has acquired Orion Financial Group, a risk-focused advice practice established 35 years ago in Parramatta. The Orion Financial ...

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... tumbled almost 57% in the last year. It too came under the spotlight of the Royal Commission when it was revealed that high-profile adviser Sam Henderson held an interest in Xplore and did not disclose it to his clients while recommending the platform's ...

Woodford suspension extended again

ELIZABETH MCARTHUR  |  MONDAY, 5 AUG 2019
... portfolio in order for the fund to be re-opened at that time, and which is conditional upon achieving the target fund profile." Link assured investors that work is underway to re-position the portfolio to ensure that there are liquid assets available ...

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
The corporate regulator has banned high-profile financial adviser Sam Henderson, whose inappropriate financial advice was laid bare the in Royal Commission public hearings last year. The Sydney-based adviser was banned from providing financial services ...

NFP funds dominate group insurance market

KARREN VERGARA  |  THURSDAY, 18 JUL 2019
... between a super fund and insurer is a critical member touch point that significantly reflects on the fund's brand, profile and reputation, Rainmaker said. The recent financial services Royal Commission and Productivity Commission put the spotlight ...

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... the appropriateness of that decision. "If the changes made to portfolios align with an investor's time horizon and risk profile, and were based on good research then there may not be a need to revert to the previous portfolios," she says. "If the decision ...

Kyckr improves platform

ELIZABETH MCARTHUR  |  MONDAY, 6 MAY 2019
... which it expects will result in significant online portal growth. Kyckr provides Know Your Customer (KYC) products for financial services firms. These products allow companies to verify the identities of their clients to prevent money laundering and ...