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Showing 121 - 130 of 410 results for "Financial advisor"

AZ NGA firm procures consultant

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
AZ Next Generation Advisory subsidiary Wise Planners acquired the corporate superannuation consulting business of a North Sydney-based financial advisory firm. The purchase of Northbridge Financial Consulting from Northbridge Financial Solutions brings ...

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
A West Australian advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards. Mount Hawthorn-based PMM Financial Advisors received the award at an event in Perth, with Sentry Group chief executive Murray Hills saying the non-aligned ...

Perpetual growing high net worth segment

KARREN VERGARA  |  THURSDAY, 23 FEB 2017
Perpetual's financial advisory arm for high net worth individuals, Perpetual Private, helped boost the company's profit in the six months to December. Perpetual Private posted profit before tax of $18.7 million, up 9% on the previous corresponding period. ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
It's that time of the year again where everyone gets to start with a clean slate. Ned Dane, head of private client group at US-based wealth manager OppenheimerFunds wrote an article late last month on how financial advisers should ring in the New Year. ...

Life insurance commissions bill passes lower house

ALEX BURKE  |  WEDNESDAY, 30 NOV 2016
Significant changes to life insurance commissions for advisers from 2018 are almost a reality following The Corporations Amendment (Life Insurance Remuneration Arrangements) Bill 2016 passing in the House of Representatives. Should the legislation also ...

Bridges appoints new CEO

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
IOOF-owned Bridges Financial Services has appointed a new chief executive with an aim to drive further growth for the dealer group. Nathan Stanton will lead the 200 financial planners operating under Bridges Financial Services. Stanton has more than ...

ASIC permanently bans jailed adviser

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
... Whelan pay the organisation $33,419.11 in compensation. ASIC deputy chair Peter Kell said: "Dishonesty by any financial advisor will not be tolerated by ASIC. We will take steps to remove financial advisors who have acted dishonestly from the financial ...

A-REIT added to Asgard platform

DARREN SNYDER  |  TUESDAY, 27 SEP 2016
A high conviction, actively managed fund providing access to a diversified portfolio of ASX-listed real estate securities has been added to the Asgard platform. The Folkestone Maxim A-REIT Securities Fund is the newest addition, known for its disciplined ...

PM Capital hires two from BTIM

MARK SMITH  |  THURSDAY, 22 SEP 2016
... Lachlan Cameron is responsible for the distribution of PM Capital's investment funds to private, institutional and financial advisor clients. He joins from BT Investment Management where he was head of wholesale sales, responsible for sales of funds ...

Advisory firm has licence cancelled

MARK SMITH  |  MONDAY, 19 SEP 2016
Melbourne-based corporate advisory firm Allegianz has had its financial services licence cancelled by ASIC for failing to lodge financial statements and auditor reports. Allegianz's AFSL was suspended for six months in March 2016 after the company failed ...