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Showing 1821 - 1830 of 12429 results for "General"

Australian Unity, Heritage Bank partner

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... to the property trust structure, made them an ideal development partner for Heritage Bank. Australian Unity executive general manager - property Mark Pratt said it was terrific to be part of Heritage Bank's new head office project. "Australian Unity ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
Leading financial advisers, consultants and platforms will gather at a forum this Thursday to discuss the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account. Among the forum's ...

Treasurer announces FIRB, RBA appointments

CHLOE WALKER  |  MONDAY, 22 NOV 2021
... Paines. She is currently a member of the Future Fund Board of Guardians, a non-executive director of Scentre Group and the General Sir John Monash Scholarship Foundation. She has also been awarded a Centenary Medal for services to business. "The appointment ...

Complaints filed against ASIC lawyers

JAMIE WILLIAMSON  |  FRIDAY, 19 NOV 2021
Mayfair 101's James Mawhinney has lodged a formal complaint against ASIC's lawyers after they allegedly sent a press release about contempt charges brought against him before he was properly served with proceedings. Mawhinney has filed complaints with ...

Easton to rebrand, seeks to scale

KARREN VERGARA  |  FRIDAY, 19 NOV 2021
... former "no longer reflects the activities, strategic intent or focus of the company", chair Kevin White told the annual general meeting yesterday. "A refreshed brand with a contemporary look is well overdue and the proposed name, 'Diverger Limited' ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
Iress' inaugural Advice Efficiency Survey reveals that more than 70% of advice practices forecast growth over the next three years. The survey, commissioned by Iress alongside practice development consultancy Business Health, conducted the research ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
The ASX-listed wealth group is expanding its offering, obtaining a new general insurance AFSL and acquiring the customer book of a brokerage firm. Sequoia Financial Group has acquired the customer book of Tag Insurance Brokers, its associated business ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
The Financial Planning Association of Australia (FPA) yesterday announced the winners of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and advice practices from ...

Citi Foundation awards over $1m to community partners

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
Citi Foundation has awarded grants of over $1 million to community partners in Australia to support youth employment programs over the next 12 months. The awarding of grants is part of Citi Foundation's global Pathways to Progress program, which ...

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... later banned from engaging in credit activities in 2019. He previously ran Smart Financial Strategies and is currently general manager of Accord Partners, which its site describes as a "financial concierge and management office". Accord Partners is operated ...