Search Results | Showing 1151 - 1160 of 13342 results for "adviser" |
| | | ... regulatory expectations." Operatively, Michael McNeil, senior relationship manager for Australia, and David Farr, senior adviser, will both spearhead the Australian business. They will report to the global head of sales and relationship management, Shayne ... |
| | | | The Federal Court has approved the $100 million Buyer of Last Resort (BOLR) class action settlement despite some participants objecting to it, calling for a larger payout and making AMP accountable for its actions. Justice McElwaine approved the settlement ... |
| | | | ... move allows me to concentrate on my clients without the demands of running a business." Graham will work as a financial adviser at Kearney and brought across long-standing clients to the consultancy group. Paul Kearney, the founder and chief executive ... |
| | | | ... Standard took home the award for Financial Services Publication of the Year, an honour that recognises a "publication or adviser information medium that consistently delivers insightful, educational, and topical content." Commenting on the win, Financial ... |
| | | | Former Melbourne financial adviser Bradley Grimm has been convicted by the County Court of Victoria on three counts of engaging in dishonest conduct while running a financial services business. Grimm was sentenced to 18 months' imprisonment, with ... |
| | | | ... minutes. The exam is in a multiple-choice question format and allows an open book for statutory materials. A new financial adviser must pass the exam before starting the third quarter of their Professional Year program and be authorised by an AFS Licensee ... |
| | | | Fitzpatricks Financial Group named a new chief executive to replace Jodie Blackledge. Andrew Fairweather is the new leader of the wealth group, commencing in the role on August 14. Blackledge stepped down after four years in the top job and a total ... |
| | | | ... in value for client portfolios, a new study shows, down from 5.9% last year. Now in its seventh year, the Value of an Adviser Report by Russell Investments found financial advisers continue to deliver for clients, particularly during this year, which ... |
| | | | ... 2016 and November 2017, and chief executive of Equip Super from 2010 to 2016. She was also a director of now-defunct robo-adviser Six Park and held senior roles at UBS Global Asset Management for about 17 years. Smartt left the post after five years ... |
| | | | Colonial First State (CFS) is reviewing its mandate with Ironbark Asset Management, which recently decided to sever ties with Royal London Asset Management (RLAM), whose former investment team left to set up a new Pinnacle Investment Management affiliate. ... |
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