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Showing 1301 - 1310 of 4001 results for "Personal"

Westpac names chief financial officer

ELIZA BAVIN  |  TUESDAY, 14 JUL 2020
... 2013, namely the chief financial officer title in a number of departments including banking, wealth, New Zealand and personal financial services. He was also the chief executive Pacific and managing director mortgaged and general manager transformation ...

Regtech adds to advisory board

ALLY SELBY  |  MONDAY, 13 JUL 2020
Australian regtech company Asendium has made two new advisory board appointments, which it says will help prepare the company for expansion into the US, UK, Canadian and European markets. Former AMP director of technology Giovanni De Angelis and corporate ...

Sequoia acquires advice firm

ALLY SELBY  |  WEDNESDAY, 8 JUL 2020
Sequoia Financial Group has entered into a purchase of assets agreement with financial advice firm Total Cover Australia, through the company's subsidiary InterPrac Securities. It is the fourth acquisition of a retiring InterPrac adviser's portfolio ...

Vale Ian Perkins

ALLY SELBY  |  MONDAY, 6 JUL 2020
Australian financial services veteran Ian Perkins is being remembered for his warmth, passion and joy for life, after passing away suddenly on June 29. Perkins spent the last six years working with BNP Paribas Securities Services, where he was responsible ...

QSuper culls comprehensive advice

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... superannuation fund. It employs 61 advisers. The closure comes into effect on July 6. Instead, QSuper will expand its personal advice offering, where it says it has seen a 35% increase in demand since expanding over-the-phone personal advice. The fund ...

Alan Dixon steps down at Evans Dixon

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... executive roles last year, Alan Dixon this week also gave up board and associated investment committee positions for personal reasons. Dixon, who was the chief executive of the ASX-listed firm until June last year, initially stepped aside to focus on ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and ...

ATO crashes amid tax return, ERS rush

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... scams or schemes where people impersonate the ATO, or a trusted organisation like your super fund, to steal your money or personal identifying information and contact you and charge for services that are free, like gaining early access to your superannuation," ...

Foreign exchange broker banned

ALLY SELBY  |  TUESDAY, 30 JUN 2020
... failed to provide the general advice warning when giving general financial advice and, on several occasions, provided personal advice." Earlier in the year, ASIC cancelled the AFSL of Forex Capital Trading after it found that the brokerage's business ...

Pitcher Partners promotes six

KANIKA SOOD  |  TUESDAY, 30 JUN 2020
... trusted advisors. The journey to partner is a humbling one, characterised by drive and commitment to making business personal for the many business owners and leaders leading the middle-market - the engine room of Australia's economy." Separately, the ...