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Showing 131 - 140 of 439 results for "Financial advisor"

IOOF appoints dealer group chief

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
Following its acquisition of ANZ's aligned dealer groups, IOOF has appointed a new chief executive of Financial Services Partners. IOOF veteran Geoff Kellett will lead the 140 adviser strong FSP, one of the four licensed businesses IOOF acquired from ...

Family office invests in absolute return fund

KANIKA SOOD  |  MONDAY, 24 SEP 2018
A Singapore-based family office is investing $34 million in an absolute return fund run by a fintech that offers a crowdfunding loan platform for small to medium enterprises. CoAssets is headquartered in Singapore and listed on the ASX (CA8) with a ...

Linear pushes MGP into the red

KARREN VERGARA  |  MONDAY, 3 SEP 2018
The acquisition of Linear dragged Managed Accounts Holdings into the red, results for the June 2018 financial year show. While funds under administration and revenue shot up thanks to the merger, MGP reported a $2.5 million loss after making a profit ...

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
Morgan Stanley Wealth Management was caught by ASIC for falsely claiming it was independent. According to the regulator, Morgan Stanley made a claim in an ASX announcement released by Praemium in June that its services included an independent advice ...

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
While there are Dover financial advisers that have managed to transition elsewhere in recent weeks, latest ASIC data shows hundreds of advisers will be without a licensee when the disgraced AFSL shutters today. Rainmaker analysis of ASIC's Financial ...

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
ASIC is taking a Queensland-based financial planner to the Supreme Court, after his licensee reported him to the corporate regulator. Brett Andrew Gordon operated a financial planning business, Refocus Financial Group on the Sunshine Coast. He held ...

Aussie funds can benefit from FTA with EU: FSC

KANIKA SOOD  |  THURSDAY, 24 MAY 2018
The Financial Services Council supports negotiations between Australia and the Council of the European Union to flesh out a free trade agreement. The FTA will widen the door for Australian funds to access Europe's sophisticated funds management ...

FSC honours life insurance industry talent

KARREN VERGARA  |  WEDNESDAY, 21 MAR 2018
The Financial Services Council awarded its highest accolades to the life insurance industry's brightest stars at a gala dinner in Sydney overnight. The annual FSC Life Insurance Awards, held at the Ivy Ballroom, recognised three talented individuals ...

Bell FG flags US expansion

KARREN VERGARA  |  THURSDAY, 22 FEB 2018
ASX-listed Bell Financial Group announced a strong full-year performance and flagged it is close to opening a US office. The stockbroking, investment and financial advisory firm's funds under advice, comprising cash, fixed income, superannuation, margin ...

NAB appoints new regional advice GM

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
NAB Financial Planning appointed a new general manager for South Australia, Western Australia and the Northern Territory. Adrian De Silva joined NAB in January from Beyond Bank Australia, where he was national manager wealth management and national ...