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Showing 161 - 170 of 292 results for "Arrive"

SSGA boosts SPDR distribution team

ALEX BURKE | MONDAY, 30 APR 2018

State Street Global Advisors SPDR ETFs is welcoming two members to its national distribution team. The first, Linda Stangherlin, joins SPDR ETFs as national relationship manager - ETFs. She arrives from Zurich, where she was national sales manager - ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD | FRIDAY, 27 APR 2018

In a workweek cut short by a public holiday, the Royal Commission heard evidence which included an AMP adviser identified only as Mr E, whose clients haven't even been informed of his misconduct yet. It also included a high-profile adviser who "most ...

Royal Commission must be extended: FSU

HARRISON WORLEY | FRIDAY, 20 APR 2018

... far is that their case studies are uncovering only a small part of the problems with the industry." The claims of the FSU arrive just days after the union stated that a focus on revenue over the best interests of customers was a driving force behind ...

Former Suncorp adviser banned

HARRISON WORLEY | WEDNESDAY, 18 APR 2018

... for withdrawing money from private client funds for personal and business expenses, to the tune of $1,951,000. The bans arrive as the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry hears damning evidence ...

Cardena Private Wealth adds life insurance

KANIKA SOOD | WEDNESDAY, 18 APR 2018

... planners, tax specialists, asset consultants, portfolio and investment managers and technology platforms. Previously called Arrive Wealth Management Sydney, Cardena joined Fortnum in November 2016. Cardena has, in the past, partnered with Netwealth to ...

Why wait for Royal Commission to address trust?

HARRISON WORLEY | WEDNESDAY, 18 APR 2018

... consumers stating they would trust their bank more if its staff had professional standards. The findings released by FINSIA arrive amid ongoing revelations emanating from the Royal Commission about professionalism in the industry. The commission heard ...

Financial services data breaches recorded

HARRISON WORLEY | FRIDAY, 13 APR 2018

... as the theft of personal information or any unauthorised access to the systems of an entity. The findings of the report arrive after damning results of a Kamino Cyber Security survey were released in March. The survey looked into the sentiment of cyber ...

Cryptocurrency service providers now regulated: AUSTRAC

HARRISON WORLEY | THURSDAY, 12 APR 2018

... period until 14 May 2018, ensuring that current digital currency providers are allowed time to register. The regulations arrive amidst the backdrop of allegations levelled at the Commonwealth Bank in 2017 for not complying with AML/CTF regulations on ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA | WEDNESDAY, 14 FEB 2018

Protecting and transferring wealth between generations is prompting financial planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR | TUESDAY, 10 OCT 2017

... recalling the time he spent 20 minutes of his keynote speech talking about how disrespectful it is to other people when you arrive at an event late. But most of all, Zelda said ethics and integrity were incredibly important to him. "If you have integrity ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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