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Showing 211 - 220 of 936 results for "AFSL"

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... network infrastructure and technology services, portfolio services and accounting solutions. GPS Wealth, Merit Wealth, Paragem, AFSL Compliance, Priority Networking, DWA, Care Portfolio, Tax Banter and Knowledge Shop are the brands that Diverger operates. ...

Adviser registration deadline extended again

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
ASIC has again extended the date for financial advisers' registration requirements to 1 February 2024. Advisers previously had until October 1 to register on ASIC's Financial Advisers Register. The original deadline date was set for 1 January 2023. ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... based in Sydney and soon plans to set up shop in Brisbane and Melbourne. In August, TWD enlisted Patrick Canion under its AFSL to help service some of its high-net-worth and sophisticated clients based in Switzerland, EU, and UK. Canion moved to Geneva ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... superannuation to include retail investors. This was underlined last week when the $1.2 trillion asset manager expanded its AFSL to target retail clients, affording broader access to strategies from its global asset managers. Natixis IM country head ...

Natixis IM eyes expansion with new retail AFSL

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
Natixis Investment Managers has expanded its Australian Financial Services Licence (AFSL) to target retail clients, affording broader access to strategies from its collective of global investment managers. Natixis IM country head of Australia and New ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... synergies", the ASX-listed group said yesterday, as it undergoes liquidation, company deregistration, and the cancellation of its AFSL. Sequoia acquired Libertas in 2019, which at the time had 68 authorised representatives, in a bid to scale its financial ...

Diverger aims to increase profits via scalability

CASSANDRA BALDINI  |  THURSDAY, 24 AUG 2023
Diverger's net profit after tax dropped by 24% to $2.83 million in FY23 on the back of mergers and acquisitions - something it will continue to pursue. Reporting to the ASX, Diverger announced the completion of four acquisitions and projected collectively ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... Group has joined forces with Godfrey Pembroke's Practice Development Group (PDG), consolidating their operational and AFSL services to create a new entity providing back-office services to their financial advice networks. Madison signed a non-binding ...

Veteran adviser cops permanent ban

KARREN VERGARA  |  TUESDAY, 15 AUG 2023
... any functions in financial services as he is "not a fit and proper person" to do so. ASIC has subsequently cancelled the AFSL of PWMS with a condition that the external dispute resolution and arrangements for compensating clients remain in place for ...