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Showing 1111 - 1120 of 9938 results for "Financial Services"

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
... Betashares views these moves as synergistic elements in its long-term strategy to broaden its reach within the financial services sector. A Betashares spokesperson told Financial Standard that the immediate priority for its superannuation plans involves ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
A Sydney-based advice firm will merge with MEDIQ Financial Services, as the latter sets in motion a plan to take on every major city. Merging with MEDIQ is Omega Financial Solutions and Omega Accounting Solutions, having signed a definitive agreement ...

Morningstar eyes super space with new hire

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
... Hoven has stepped into the role and will operate out of Sydney. With over 23 years of strategic leadership in financial services, Hoven is set to further expand and enhance Morningstar's offerings in the superannuation market, extending to profit-to-member ...

abrdn's Brett Jollie lands new gig

ELIZABETH FRY  |  MONDAY, 23 OCT 2023
... Investments - mostly in senior wealth, funds and business management roles. He also sat on the board of the Financial Services Council for six years. On departing abrdn in July, Jollie said he planned to garner a portfolio of super fund, asset manager ...

Super fund, insurer admin issues draw AFCA complaints

KARREN VERGARA  |  MONDAY, 23 OCT 2023
... Australian Financial Complaints Authority (AFCA). AFCA's latest update details the systemic issues that plague financial services firms but does not name the organisations in its report. One unnamed life insurer blamed its old policy administration ...

ASIC bans former PwC partner over tax scandal

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
Disgraced former PwC head of international tax Peter-John Collins has been banned from providing financial services or controlling an entity that carries on a financial services business for eight years. At the start of the year, Collins was barred ...

AAT overturns ASIC ban on investment guru

CASSANDRA BALDINI  |  FRIDAY, 20 OCT 2023
... Dominique Grubisa, an investment guru and DG Institute founder, from participating in credit activities and financial services. In 2022, Grubisa was banned for four years after ASIC found she was claiming to hold AFS and credit licences that she did ...

Calls for paid menopause leave gather momentum

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2023
... survey on the impact of menopause and menstruation on finance workers. The survey is open to all workers in financial services, regardless of whether they're a member of the union. Based on similar surveys conducted in the UK, the aim is to better ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... goals-based advice backed by technology. Source Wealth founder Michael Sauer brings nearly a decade of experience in financial services to the firm, having served at Tribeca Financial, Endorphin Wealth and Verse Wealth. Sauer said in a world of "get ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
The Adelaide-based specialty financial services provider has partnered with Mantis Funds to bring investment bonds to wealth managers, financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external ...