Search Results | Showing 171 - 180 of 13213 results for "adviser" |
| | | ... client who was a member of the Macquarie Superannuation Plan and lost most of his super after being advised by an Interprac adviser to invest most of it in Shield. Interprac denied it was at fault and refused to compensate the client, saying Macquarie's ... |
| | | | ... South Wales premier and treasurer Nick Greiner and Kirk West act as strategic advisers, while Luke Copley serves as an adviser. "The US private credit market has taken decades to reach 7% of total credit; Australia sits at 0.2%. That gap represents an ... |
| | | | ... of professional standards, hiring from Count. Phil Creswell has joined the national advice group, where he will oversee adviser audits, quality advice coaching, business health checks and adviser support, helping to ensure Infocus' governance framework ... |
| | | | Brisbane financial adviser Sunny Mahendra Prakash appeared in the city's Magistrates Court on March 6 to face multiple charges of dishonesty offences. Prakash is a director of Principal Financial Services, Self-Managed Super, Provest Enterprises, and ... |
| | | | ASIC has banned Melbourne-based financial adviser Raluca Terheci from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ... |
| | | | Former financial adviser Donald James Cuthbertson has been charged with 11 additional counts of dishonest representation. Last year, Cuthbertson was slapped with multiple charges for allegedly making dishonest representations to potential investors ... |
| | | | Morgan Stanley is shedding 2500 jobs across its global workforce, affecting many in the investment banking, wealth management and investment management divisions. As first reported overnight by the Wall Street Journal, roles from front office to the ... |
| | | | Evidentia Group has appointed a new chief investment strategist, effective early April. Gareth Aird will join early next month to lead the firm's macroeconomic research capabilities, including strong focus on interest rates, inflation, currency movements ... |
| | | | ... marketing, require explicit informed consent before member data is used or transferred for super related purposes and ban adviser referral payments to lead generators." Additionally, the fund called for improved transparency for financial products to ... |
| | | | ... North America," Gray said. Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser, headquartered in New York. The firm has seven additional offices in the United States, an office in Singapore, and team ... |
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