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Showing 2141 - 2150 of 5855 results for "Profession"

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
An ASX-listed platform provider has sold its 50% equity holding in a Queensland-based financial planning practice. Xplore Wealth has divested its holding in McGregor Wealth Management, signing an agreement to transfer its shareholding back to an entity ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
Since introducing subscription-based pricing at the end of March, Charles Schwab's Intelligent Portfolios Premium has added US $1 billion in new assets under management. In a statement, Charles Schwab said it sees these early results as proof the move ...

350 tax practitioners under investigation

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
The Tax Practitioners Board revealed 350 tax practitioners are currently under investigation for high risk behaviour. Those high risk behaviours include failing to meet personal tax obligations, over-claiming work-related expenses on behalf of clients ...

FASEA exam was fair: Poll

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
Less than a third of the financial advisers surveyed in Financial Standard 's spot poll found the inaugural FASEA exam questions difficult, while the majority said it was reasonable. Less than half (44%) of the survey participants said the questions ...

Coolabah buys retail fund manager stake

KANIKA SOOD  |  THURSDAY, 11 JUL 2019
Christopher Joye's Coolabah Capital Investments is taking full ownership of a retail fund management business it developed as a joint venture with Yellow Brick Road. Smarter Money Investments offers fixed income and cash strategies managed by Coolabah. ...

Remembering Ron Grima

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2019
Known for his unwavering commitment and support of financial advisers, respected business development veteran Ron Grima passed away on July 2 after a short battle with motor neurone disease. Most recently a business development manager on Australian ...

SG Hiscock hires from Macquarie

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
SG Hiscock & Company has appointed a new investment specialist who will be responsible for fund distribution across New South Wales and Queensland and a new business development executive - both from Macquarie Group. Matthew Potter steps into the investment ...

Sydney advice firm loses AFSL

KANIKA SOOD  |  FRIDAY, 5 JUL 2019
A Sydney financial advice firm has had its AFSL cancelled by ASIC after an initial suspension period. ASIC earlier put Australasia Wealth Services and Management in suspension saying the firm had failed to obtain membership of the Australian Financial ...

PYSP queries inundate super funds

KARREN VERGARA, JAMIE WILLIAMSON  |  FRIDAY, 5 JUL 2019
Superannuation funds are struggling with a barrage of Protecting Your Superannuation Package queries from members, leaving many frustrated and waiting on the phone. AustralianSuper, Australian Ethical, Australia Post Superannuation Scheme, CareSuper ...

JANA hires operations lead, boosts workforce

KARREN VERGARA  |  FRIDAY, 5 JUL 2019
Asset consultant JANA has recently welcomed a new head of operations and made a raft of appointments in a bid to boost its footprint. John Montague joined the Melbourne-based firm in the newly created role after working as a consultant for the past ...