Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1151 - 1160 of 11010 results for "Account"

Generation Development Group to take over Lonsec

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... earnings," he said. Founded in 1994, Lonsec offers research, superannuation and investment product ratings, and managed account solutions. "Further, we believe the acquisition will allow GDG to utilise the Lonsec Investment Solutions business as a base ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
SWA Financial Planning's Nathan Purnell has won the latest Gwen Fletcher Memorial Award. Purnell, a financial adviser at the Wollongong-based firm, won the nod for the first semester of 2024. Purnell has been with SWA since February 2017 and appointed ...

Early release of super scammers cop prison time

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... applications to access the early release of super during the pandemic by using myGov accounts to claim to be other super account holders. Two women who both pleaded guilty on May 28 were sentenced to three years and six months' imprisonment. The ...

BT Panorama launches first-of-its-kind private market managed account

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
BT has launched the Drummond Private Markets Separately Managed Account (SMA) on the BT Panorama platform, offering high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. BT head of managed accounts Zac ...

Former Queensland adviser struck off permanently

ANDREW MCKEAN  |  WEDNESDAY, 29 MAY 2024
Former Sunshine Coast financial adviser Brett Gordon has been permanently banned from providing financial services and engaging in credit activities following his conviction for fraud offences last month. This prohibition extends to any role within ...

How super funds could better support members: Research

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... finances. At the point of retirement, 34% of retirees had converted their superannuation to a regular income stream or pension account, while 27% had kept most of their savings in their accumulation account, 15% had withdrawn all or most of it as a lump ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and ...

ASIC places stop orders on Trademax Australia

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
ASIC issued two interim stop orders to Trademax Australia after it found the broker was relying on a poorly designed questionnaire which retail investors were able to attempt multiple times to determine they were in the target market. The business is ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... contribution, the pros and cons of reversionary pension nominations versus binding death benefit nominations for retail account-based pensions, and the need for more innovation in retirement income strategies. "Many high-volume conversations, such as ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
A new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...