Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 2281 - 2290 of 10119 results for "Financial services"

ClearView appoints head of life strategy

KANIKA SOOD  |  MONDAY, 3 MAY 2021
ClearView Wealth has hired a former Zurich executive as its head of life strategy and transformation in a newly created role. Maria Falas was most recently Zurich Financial Services' head of mental health and wellness. She held the same role at ...

Proxy advisers under scrutiny

ELIZABETH MCARTHUR  |  MONDAY, 3 MAY 2021
... common practice for super funds to disclose voting activities. Proxy advisers are required to hold Australian financial services licences for advice they provide to investors. But Treasury is apparently concerned that they may be advising on issues they ...

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
Midwinter Financial Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities ...

Advice group chief executive exits

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... Alliance chair Alan Fisher said. "He has led Centrepoint Alliance through an unparalleled period of change in the financial services industry." Benbow was previously chief executive of Shadforth Financial Group, and a general manager at Perpetual. Centrepoint ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... Financial Partners has added a Queensland advice firm to its advice multi-boutique network Connectus. Aspiri Financial Services Group will join Connectus, which in December 2020 acquired S ydney's Brady & Associates Group, Melbourne's Link Financial ...

Former Australian Unity adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 29 APR 2021
A former authorised representative of Australian Unity Personal Financial Services was handed a five-year ban for telling clients MySuper options are more expensive and to opt out of the products. Christopher Chan will serve a five-year ban for writing ...

Draft regulation on YFYS released

KANIKA SOOD  |  WEDNESDAY, 28 APR 2021
... confidence in these domestic assets," federal treasurer Josh Frydenberg and minister for superannuation and financial services Jane Hume said in a joint statement. Both changes were welcomed by Industry Super Australia and the Association of Superannuation ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Wealth is acquiring the financial advice services of another member firm. Kidmans will pay $290,000 to Colgin Financial Services with $150,000 paid on completion and the remaining balance dependent on the recurring revenues over the following two years. ...

IOOF licensees to take remedial action

JAMIE WILLIAMSON  |  MONDAY, 26 APR 2021
IOOF will take remedial action to address deficiencies identified by ASIC within Bridges Financial Services and RI Advice Group. During surveillance in December 2020, ASIC found 15% of client files from Bridges and 17% of files from RI Advice contained ...

Moelis Australia to rebrand

KANIKA SOOD  |  FRIDAY, 23 APR 2021
... include a new brand and visual identity. "...The MA name also represents the group's future as a diversified financial services business with a strong focus on asset management activities, alongside our significant advisory and transaction-based ...