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Showing 2621 - 2630 of 9279 results for "wealth"

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... Focus already owns stakes in Escala Partners and MEDIQ Financial Services but these are separate from the newer Connectus Wealth Advisers network. The Aspiri transaction is expected to close in the June quarter and is subject to customary closing conditions. ...

Former Australian Unity adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 29 APR 2021
... finishing up in September of last year. Prior to Australian Unity, Chan was an authorised representative of Grant Thornton Wealth Advisory from October 2008 to July 2016. In reaching its decision, ASIC said Chan prioritised his company receiving commissions ...

ASIC appoints new chair, deputy chair

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... national director of enforcement from 1996-2000 and subsequent interactions as a lawyer at Herbert Smith Freehills. His wealth of domestic and international experience will serve ASIC well in the vital work it does in supporting the financial system ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... process, while Advice Intelligence was recognised for its goals-based advice application. In other categories, IOOF's Wealth Central is the best new advice tech application; Astute Wheel won the best client discovery application; and Xeppo was awarded ...

Suncorp divests super unit to industry fund

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Suncorp will divest its wealth division to an industry fund, transferring $6.4 billion in assets under management and 137,000 members. LGIAsuper will pay $45 million for the acquisition of Suncorp Portfolio Services and will retain about 130 staff that ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
The ASX-listed advice and accounting group has announced its member firm Kidmans Partners 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 ...

Hostplus, HNWs back CSIRO fund

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Horizons Ventures, Hostplus, Lockheed Martin and Temasek, as well as family offices and private investors from Morgan Stanley Wealth Management and Mutual Trust. The first fund helped develop 26 companies including v2food, Myrotia, Coviu, Kasada, Gilmour ...

How managers win ESG mandates

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
... partaking in a range of climate-conscious activities, the vast majority want to tackle climate change issues as they build wealth."

Clime appoints new chief executive

KANIKA SOOD  |  MONDAY, 26 APR 2021
Madison Financial Group's Annick Donat has been appointed the chief executive of Clime Investment Management. She will commence in the role on 1 May 2021. Donat was most recently the chief executive of Madison for over three years, before it was ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
The financial adviser population has reverted to the pre-financial services Royal Commission days, ending at 20,667 in the first quarter of 2021. Rainmaker analysis of ASIC's Financial Adviser Register found that the total number of financial advisers ...