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Showing 111 - 120 of 717 results for "Glen"

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
The ASX-listed advice and accounting group has announced its member firm Kidmans Partners Wealth is acquiring the financial advice services of another member firm. Kidmans will pay $290,000 to Colgin Financial Services with $150,000 paid on completion ...

Adamantem invests in carbon farming

ELIZA BAVIN  |  MONDAY, 22 MAR 2021
Adamantem Capital has taken a majority stake in a carbon farming project developer which works to regenerate farmed land. Adamantem has joined Climate Friendly as a majority stake investor, supporting the business' growth and aim to tackle the climate ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
Four IOOF financial advice firms have joined Count Financial ahead of the MLC acquisition, with one firm saying it was seeking a licensee without "hidden agendas". Magnis Financial Planning, Glenbuckie, Aim Financial Advice and Strategic Wealth Management ...

Class chief financial officer exits

ELIZA BAVIN  |  WEDNESDAY, 10 MAR 2021
Class has announced the resignation of its chief financial officer Glenn Day after 12 years with the company. Class chief executive Andrew Russell said Day is leaving his role to pursue other opportunities and his final date of employment will be finalised ...

Cost of living eroding super: ASFA

KARREN VERGARA  |  THURSDAY, 4 MAR 2021
... saw price rises in those areas, which is not altogether favourable for retirees on a budget," ASFA deputy chief executive Glen McCrea said. During the quarter, the price of domestic holiday travel and accommodation increased by 6.3% thanks to some borders ...

Channel starts US business, taps Mellon chief

KANIKA SOOD  |  TUESDAY, 2 MAR 2021
... that with Des as our partner, we will expand successfully in the United States," Channel co-founder and managing director Glen Holding said. Channel was started in 2013, and now has 30 employees. Its current boutiques manage about $16 billion in total ...

Government passes advice, super reforms

ANNABELLE DICKSON  |  FRIDAY, 26 FEB 2021
... and Hume said. The Association of Superannuation Funds of Australia (ASFA) deputy chief executive and chief policy officer Glen McCrea said the legislation is extremely valuable especially where the trustee holds small residual account balances. "Improving ...

Channel Capital expands overseas

KANIKA SOOD  |  WEDNESDAY, 24 FEB 2021
... Islands. "We are thrilled to be partnering with Mark in the Cayman Islands" said Channel co-founder and managing director Glen Holding. "We see this as a natural extension of the support and oversight we have traditionally offered to fund managers in ...

ASIC suspends RE licence

KARREN VERGARA  |  MONDAY, 8 FEB 2021
The corporate regulator has suspended the AFSL of a responsible entity that oversees a property and mortgage fund for breaching several compliance and reporting obligations. The licence of Queensland-based financial services provider Investors Exchange ...

FASEA urges advisers to maximise exam sittings

ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
With the window to complete the FASEA exam narrowing, financial advisers are being urged to maximise the number of attempts they make. In correspondence with the Association of Independently Owned Financial Professionals (AIOFP), FASEA chief executive ...