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Showing 261 - 270 of 1436 results for "1885 book"

Insignia Financial loses more advisers

CASSANDRA BALDINI  |  TUESDAY, 26 JUL 2022
Insignia Financial has reported a reduction of 82 financial advisers in its network for the June quarter. Since the last quarter, Insignia reported 34 employed and 45 self-employed advisers had left bringing its current total to 1,600. It explained ...

Don't forget: Adviser exam deadline looms

CHLOE WALKER  |  MONDAY, 11 JUL 2022
Existing advisers that haven't yet passed the Financial Adviser exam only have until midnight tomorrow to enrol in the final sitting. ASIC has issued a reminder to all financial advisers who were eligible for the deadline extension but are yet to pass ...

Bendigo Bank agrees to buy ANZ margin lending book

CHLOE WALKER  |  THURSDAY, 7 JUL 2022
Bendigo and Adelaide Bank has inked a deal to buy the ANZ investment lending portfolio, allowing it to further grow its margin lending business, Leveraged Equities. The portfolio is valued at approximately $715 million and has 11,900 customer facilities. ...

Talent shortage impacts demand for regional advice practices

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
It's a buyer's market for those keen on acquiring a regional financial planning practice - just don't expect to be able to hire for it. According to latest observations from Radar Results, buyers are increasingly preferring to buy in the capital cities ...

Former adviser charged over faked books

CHLOE WALKER  |  TUESDAY, 28 JUN 2022
A former financial adviser has been charged with seven counts of alleged falsification of company books following an ASIC investigation. ASIC alleged that between February 2010 and December 2018, Tai Thanh Nguyen of Interprac Financial Planning falsified ...

Corporate fund to join Australian Retirement Trust

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
Australian Retirement Trust will complete another successor fund transfer this week, taking over the super fund of an ASX 100 company. On July 1, the Incitec Pivot Employees Superannuation Fund will merge into Australian Retirement Trust. The fund ...

SCA buys Centuria shopping centre portfolio

CHLOE WALKER  |  MONDAY, 20 JUN 2022
SCA Property Group acquired five shopping centres from Centuria Capital Group's subsidiary Prime West for $180 million. The portfolio, as part of two unlisted wholesale funds, comprises convenience-based shopping centres across the nation, including ...

Findex Group acquires firm

CASSANDRA BALDINI  |  MONDAY, 20 JUN 2022
Findex Group is growing its presence, announcing the acquisition of McGarva Accounting Group which trades under Atticus Business Accountants and Basecamp Bookkeeping in Toowoomba. Findex is a privately-owned financial advisory and accounting service ...

MSC Group launches Singaporean fund service

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
MSC Group has launched its fund services platform in Singapore after receiving a local capital markets licence. Its wholly owned subsidiary MSC Capital Partners Pte Ltd was issued the licence by the monetary authority of Singapore at the end of May. ...

A playbook for private markets

CHLOE WALKER  |  WEDNESDAY, 15 JUN 2022
A panel at the Australian Institute of Superannuation Trustees (AIST) ASI 2022 conference has discussed how unlisted assets can be an important diversification strategy for super funds, despite challenges in accessing deals. IFM executive director private ...