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Showing 1171 - 1180 of 5658 results for "Financial Adviser"

Yarra Capital appoints institutional, intermediary leads

JAMIE WILLIAMSON  |  TUESDAY, 2 AUG 2022
... decades, having joined in 2000 after three years in business development at Citi. He also has experience as a financial adviser, having spent seven years as an authorised representative of Associated Planners Group. In their new roles both Green and ...

Holon, Gemini launch retail crypto funds

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
Holon has partnered with Gemini to launch Australian unlisted retail Bitcoin (BTC), Ethereum (ETH) and Filecoin (FIL) funds. The launch will provide local investors and financial advisers with regulated access to the burgeoning blockchain and cryptocurrency ...

Increased scale drives Diverger results

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
Diverger managing director Nathan Jacobsen said improving scale and pleasing organic growth were major factors in the firm's positive full-year results. Diverger reported a 26% increase in net profit after tax and a 9% jump in net revenues to over $30 ...

Perpetual Private hires from MLC, MetLife

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUL 2022
... decades' experience, most recently as head of advice at MLC Advice. She has also held role with NAB and is a former financial adviser. Brown commenced in the role July 11. "Chemere is a great addition to our Private Clients team, which has continued ...

Suncorp agrees to super class action settlement

JAMIE WILLIAMSON  |  TUESDAY, 26 JUL 2022
Suncorp is set to pay $33 million to settle a class action brought by superannuation members in 2019 over conflicted remuneration paid to financial advisers. The class action was brought by William Roberts Lawyers in June 2019 on behalf of Suncorp Super ...

Insignia Financial loses more advisers

CASSANDRA BALDINI  |  TUESDAY, 26 JUL 2022
Insignia Financial has reported a reduction of 82 financial advisers in its network for the June quarter. Since the last quarter, Insignia reported 34 employed and 45 self-employed advisers had left bringing its current total to 1,600. It explained ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ...

Claim support a key skill for advisers: Report

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
Financial advisers across Australia now play a greater role in supporting clients through life insurance claims, with almost 80% of advisers saying it's a key part of their offering. TAL commissioned The Value of Financial Advisers at Claim Time to ...

Moore Wealth joins Count Financial

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
... Advisers banner. Speaking about its reasons for joining Count Financial, Moore Wealth Advisers director and financial adviser Trent Mills said the decision was largely based on choosing a licensee that offered practical support solutions. Mills said ...

Pearler raises $7.8m to continue growth

CHLOE WALKER  |  TUESDAY, 19 JUL 2022
The one-year-old retail trading platform has successfully closed a seed funding round led by Portage Ventures, a global fintech investor. Australian venture capital firms Archangel Ventures and Ten13 also participated in the round. The funding will ...