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Showing 1281 - 1290 of 1853 results for "Financial Group"

Strong US recovery to send bond yields through the roof

MARK SMITH  |  MONDAY, 12 AUG 2013
... stronger-than-expected recovery in the US could send 10-year Treasury yields soaring to 10%, according to Magellan Financial Group chief executive officer and portfolio manager Hamish Douglass. In a presentation to advisers and other clients at The Westin ...

Wealth Plus Solutions joins AMP's Genesys network

JAMES FERNYHOUGH  |  THURSDAY, 8 AUG 2013
... joined AMPs adviser dealer group, Genesys Wealth Advisers. The other three practices are Rancie McLean, Frontier Financial Group and Palmer Financial, all of which are based in Melbourne. Wealth Plus Solutions Principal Robert Crane said: "Finding a ...

Westpac and BTFG group get MySuper approval

JAMES FERNYHOUGH  |  TUESDAY, 6 AUG 2013
Westpac and BT Financial Group has become only the third retail conglomerate superannuation provider to gain MySuper authorisation. The wealth group has been approved to offer three MySuper products that will be used across its ASGARD, BTFG and Westpac ...

Morningstar investment advice subsidiary makes four appointments

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
... relationship and client management positions with Lazard Asset Management, Seven Investment Management, and Capita Financial Group. Freeman most recently worked as a Business Development Officer for Pengana Capital.

Magellan boosts performance fees

LAURA MILLAN  |  FRIDAY, 5 JUL 2013
Magellan Financial Group has seen its performance fees surge in the past six months with a performance fee revenue of $23.1 million in the past six months. The global equity manager was the highest performing stock on the ASX200 index during financial ...

Adviser uses dead people to earn commission

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... dead and non-existent people to earn commissions on insurance applications. Pavan Vyas, an employee of Lionsgate Financial Group Pty Ltd and HNW Planning Pty Ltd, arranged insurance cover for clients - some of whom, ASIC found, did not exist. The practice ...

HUB24 platform adds two dealer groups

LAURA MILLAN  |  THURSDAY, 4 JUL 2013
... independent dealers to its HUB24 investment platform, which now has 42 financial planning groups. Melbourne-based Unison Financial Group and Sydney-based New World Financial Advisers have been the latest dealer groups to join the HUB24 platform. Both ...

BT overcharged customers, refunds $2.3m

LAURA MILLAN  |  TUESDAY, 2 JUL 2013
BT Financial Group is refunding Wrap and SuperWrap customers that paid adviser fees in excess of disclosed percentage rates. The company is 80% of the way through the review and has already refunded $2.3 million to its investors and 1,890 of them have ...

Platforms surpass pre-GFC levels

LAURA MILLAN  |  MONDAY, 1 JUL 2013
... lowest point on March 2009, with FUA of $223 billion, but since then, they have experienced a 48% increase. BT Financial Group remains the largest platform administrator group with $99 billion in FUA and 23.2% of the market. "We have built a diversified ...

Former Everest CEO banned from financial services

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
Former chief executive of Everest Financial Group Jeremy Michael Reid has been banned from the financial services industry for two years. Reid has entered into an enforceable undertaking (EU) with the Australian Securities and Investments Committee ...