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Showing 2551 - 2560 of 9279 results for "wealth"

ASIC bans adviser over $5m fraud

ELIZABETH MCARTHUR  |  TUESDAY, 8 JUN 2021
ASIC has permanently banned former Sentinel Wealth financial adviser Gavin Fineff, after he was charged with misappropriating between $3.3 and $5 million of client money. On May 7, Fineff was arrested and charged by New South Wales Police with 18 offences ...

AIA executive joins MLC Life

ANNABELLE DICKSON  |  TUESDAY, 8 JUN 2021
... at CommInsure where he focused on the CommInsure life product and distribution area. Kularajah was also manager, global wealth strategic planning and performance at ANZ and senior finance manager - strategic planning and business partnering at Aviva ...

AUSTRAC investigates NAB, JBWere

KARREN VERGARA  |  MONDAY, 7 JUN 2021
National Australia Bank and its subsidiaries, including JBWere, are allegedly failing their anti-money laundering and counter-terrorism financing obligations, according to AUSTRAC. The financial intelligence agency is investigating NAB's "potential ...

Ignition Advice adds to board

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... makes it possible to do so in ways that bring a step change in quality assurance and customer convenience," he said. UK wealth manager M&G Wealth appointed the fintech to provide its digital advice offering for its advisers and customers in May. M&G ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... national network manager at Capstone Financial Planning. She also worked at ING, AXA, Bendigo and Adelaide Bank, Genesys Wealth and AMP. ASX-listed Clime Investment Management acquired Madison in June 2020. At the time, Madison had about 100 advisers ...

KPMG names risk consulting partners

ANNABELLE DICKSON  |  FRIDAY, 4 JUN 2021
... was also a partner at EY in Auckland providing strategy, improvement and risk management advice to banking, insurance, wealth, utilities and government sectors. Conner joins from Promontory Financial Group where she was a director. She was previously ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... addition of 188 advisers to the group during the period, bringing its total to 385. IOOF completed its acquisition of MLC Wealth on June 1. The AFSL for the newly merged group, based on ASIC's FAR, is under Consultum Financial Planning. MLC brands that ...

BlackRock unifies offering, rejigs executives

ANNABELLE DICKSON  |  THURSDAY, 3 JUN 2021
... from Christian Obrist who has been promoted to lead iShares distribution Asia ex-Japan out of Hong Kong. BlackRock head of wealth and banks Chantal Giles has been appointed to the expanded role of head of iShares Wealth Australasia. She will lead a team ...

GIC to open Sydney office

KANIKA SOOD  |  WEDNESDAY, 2 JUN 2021
Singapore's $708 billion sovereign wealth fund will open an office in Sydney, as it looks to increase its focus on Australian investment opportunities. The Sydney office will be GIC's 11 th internationally. The fund said it will look for opportunities ...

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... of NAB's Meritum Financial Group for over three years and prior to that was the manager of business growth for NAB Wealth. NAB merged Meritum together with Garvan and Apogee in May 2020 under the umbrella of TenFifty Financial Group. Before NAB ...