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Showing 181 - 190 of 883 results for "Charter"

Equity Trustees nabs Perpetual sales head

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
Equity Trustees has a new general manager, business development and custody, corporate trustee services, hiring from Perpetual. Johnny Francis has been appointed to the role, joining from Perpetual where he was head of sales and relationship management ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... AFSLs edge out the non-aligned at 23% and 21% respectively. The SMSF Advisers Network (33%), AMP Financial Planning (19%), Charter Financial Planning (18%), Morgans Financial (15%), Merit Wealth (30%), Synchron (17%), Capstone (24%), Commonwealth Financial ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
A high-net-worth financial advice firm formerly licensed by Hillross Financial Services has merged with William Buck. Brisbane-based Hillross Montefiore & Co. operated under the banner of William Buck as of yesterday. Director and private client adviser ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... advisers, followed by the SMSF Advisers Network (647), Morgans Financial (469), Synchronised Business Services (422), Charter Financial Planning (411) and Consultum Financial Advisers (375). Morgans (179), Commonwealth FP (179) and Aware Financial Services ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
Professional associations and consumer groups have banded together to lobby for a stronger compensation scheme of last resort ahead of its expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial ...

CFA ESG certificate launches in Australia

ELIZABETH MCARTHUR  |  TUESDAY, 5 OCT 2021
... - as well as anyone looking to improve their understanding of ESG issues," CFA Institute said. Having achieved the CFA charter is not a prerequisite for completing the certificate, but the institute recommends that candidates for the ESG certificate ...

Carolyn Colley joins Milford board

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
Industry veteran Carolyn Colley has joined the board of New Zealand-based investment firm Milford Asset Management. Colley has been appointed to Milford Asset Management's board as a director, bringing more than 30 years of Australian financial services ...

Charter Hall Direct bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 30 SEP 2021
Charter Hall's unlisted property funds division has appointed distribution managers for almost every state and territory. Renee Oldfield joined as state distribution manager for Western Australia and South Australia from Acure Asset Management where ...

Australian Ethical overhauls longstanding fund

JAMIE WILLIAMSON  |  THURSDAY, 23 SEP 2021
... continues to find opportunities to advocate for change with companies that we invest in, ones that don't meet our Ethical Charter that we hold nominal holdings for, and companies we don't invest in," Australian Ethical said. The fund was first ...