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Showing 1241 - 1250 of 8241 results for "June"

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
BT's 25-year-old Wrap has seen its last June 30, with its user interface no longer available and all clients moved across to Panorama. BT head of distribution Christopher Mather joined the financial services giant 20 years ago and has worked on the ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
... news comes after Diverger proposed a $65 million acquisition of leading financial adviser firm Centrepoint Alliance in late June. The potential merger could create the third largest licensee behind Insignia and AMP.

David Elmslie steps down as Hostplus chair

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
... board, David Elmslie has been replaced by former QIC chief executive Damien Frawley. Elmslie's term came to an end on Friday, June 30. He was first appointed chair of Hostplus in 2007. At that time, Hostplus had 823,000 members and oversaw about $6.5 ...

ASIC bans Melbourne adviser

CHLOE WALKER  |  FRIDAY, 1 JUL 2022
... regulator has dealt out a three-year ban to David Noel Ruthenberg of Venture Advisory Consulting. ASIC found that, between June 2015 and September 2017, Ruthenberg recommended that some of his clients invest in the Investport Income Opportunity Fund ...

Melissa Caddick's multimillion dollar mansion to hit the market

CASSANDRA BALDINI  |  FRIDAY, 1 JUL 2022
... the sale and the realisation of assets will be provided towards the end of July 2022. This follows Federal Court orders in June, enabling Jones Partners as receivers to continue moving forward with bringing the house to market. As a result, Caddick's ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... financial advisers currently active. At the beginning of the year, there was 17,668. This means that in the six months to June 30, 1740 names became inactive on the ASIC FAR. And, in that time, just 247 new advisers appeared on the register. From a financial ...

ASIC takes Mercer Financial Advice to court

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... Commission and impacted members of both a corporate and government super fund. The regulator alleges that between July 2016 and June 2019 Mercer Financial Advice made false or misleading representations on more than 5500 occasions about the fees customers ...

July 1 super changes: Are you ready?

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
... residence and are wanting to contribute to their super. "Individuals aged 60 to 64 who sell their home during the April - June 2022 quarter may be able to contribute from July 1 as long as the contribution is made within 90 days of settlement," says ...

Neobank Volt closes its doors

CASSANDRA BALDINI  |  WEDNESDAY, 29 JUN 2022
... now intends to hand it back. Volt further advised clients that all interest rates have been set to zero and accrued up to June 29.

CareSuper grows leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JUN 2022
... officer and appointed Christine Nguyen as chief risk officer. Ambrosi is a new addition to the CareSuper team, having joined in June. He was previously executive general manager, marketing and digital at TelstraSuper for eight years. He has also held ...