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Showing 1911 - 1920 of 4389 results for "financial Advice"

ASIC finalises EU with HSBC

KARREN VERGARA  |  FRIDAY, 22 FEB 2019
... delivered on its requirements in the EU" and made no further recommendations. HSBC ceased providing all personal financial advice to customers on 2 March 2018. It confirmed to Financial Standard in July last year that its local retail advice division ...

IRESS reports strong 2018

JAMIE WILLIAMSON  |  FRIDAY, 22 FEB 2019
... number of strategic achievements as key drivers, including significant deliveries to large wealth management and financial advice clients, momentum in lending and increased innovation across the IRESS offering. The Australia and New Zealand (ANZ) Wealth ...

Sunsuper overhauls leadership team

JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
... governance and risk management, Sunsuper said. Michael Mulholland will depart the fund, with responsibility for financial advice and marketing to be taken on by executive general manager of member growth, Steven Travis. A spokesperson for Sunsuper said ...

Royal Commission recommendations split industry

KARREN VERGARA  |  MONDAY, 18 FEB 2019
... they do herald sweeping changes to current operating models in the financial services market - reshaping the financial advice, life insurance and superannuation sectors, and the distribution model for retail credit," EY wrote in its Where to next report. ...

ASIC appeals Westpac Federal Court decision

JAMIE WILLIAMSON  |  MONDAY, 18 FEB 2019
... last year's landmark Federal Court decision, determined to prove two Westpac subsidiaries provided personal financial advice despite not being licensed to do so. In December 2018, Justice Jacqueline Gleeson determined Westpac Securities Administration ...

Adviser asked to cover regulator costs

KANIKA SOOD  |  MONDAY, 18 FEB 2019
... Advanced Wealth and Mr Gardner contravened section 911A of the Corporations Act 2001 (Corporations Act) by providing financial advice to clients to set up SMSFs to facilitate the purchase of investment properties in Australia without holding an AFSL," ...

BTFG restructure sees corporate super lead exit

JAMIE WILLIAMSON  |  FRIDAY, 15 FEB 2019
... Englund plans to spend more time with his family and look to provide consultancy services to mid-large scale financial advice businesses. "BT would like to sincerely thank him for his contribution to the group and wishes him all the best with his future ...

Perfect storm smashes AMP

HARRISON WORLEY  |  THURSDAY, 14 FEB 2019
AMP suffered a 97% profit drop in 2018 and it's flagging a reshaped financial advice network into 2019. AMP recorded statutory net profit of $28 million last year, but the result is worth 3% of its 2017 full-year profit of $848 million. Discussing ...

InvestSense hires head of adviser solutions

KARREN VERGARA  |  THURSDAY, 14 FEB 2019
... growth in bespoke managed accounts offering, Andronaco said his first-hand experience and depth of knowledge in financial advice will be invaluable for InvestSense clients. InvestSense was launched in 2014 as a portfolio construction and consulting firm ...

Westpac mulls sale of in-house planners

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... management arms. In November last year, Westpac chief executive Brian Hartzer also said the economics of providing financial advice via BT Financial Group was getting difficult. In September last year, BT Financial Advice said it plans to scrap its virtual ...