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

Search Results

Showing 261 - 270 of 1851 results for "Financial Group"

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... JANA as its investment consultant. The consulting group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset allocation, manager selection and portfolio construction, as well as reporting the ...

TAL appoints chief claims officer

KARREN VERGARA  |  MONDAY, 22 JAN 2024
... On March 1, Georgina Croft will take the post. She was most recently the chief customer services officer at BT Financial Group, a role she held for nearly two years. Prior to that, she spent 12 years at the major bank working across several senior roles. ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... - comprising Diversa Trustees, Tidswell Financial Services and CCSL for $45 million. It also took over Madison Financial Group from PHAROS Financial Group (which is now owned by Clime Investment Management). In 2019, Sargon announced plans to provide ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... marked by several mergers and acquisitions during 2023. Insignia Financial handed over Millennium3 to ASX-listed WT Financial Group (WTL) with a total of 75 practices transitioning. WTL acquired Synchron in 2022 and now has about $23 billion in funds ...

Court fines Linchpin, Endeavour directors

KARREN VERGARA  |  THURSDAY, 11 JAN 2024
... totalling $130,000 while Raftery took a $40,000 loan. The money was also used to make loans to then-subsidiary Beacon Financial Group. All four were banned from providing financial services for five years in November 2019. On January 10, Judge Cheeseman ...

ASIC permanently bans adviser who stole client funds

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2024
... least six different licensees. His ASIC FAR record has not been updated since June 2016. In 2015 he joined Sequoia Financial Group's MDS Financial Services as its head of retail and institutional broking. Before that, he was also a senior executive within ...

Mitsubishi UFJ Financial Group to acquire Link Group

KARREN VERGARA  |  MONDAY, 18 DEC 2023
Mitsubishi UFJ Financial Group (MUFG) is set to pay $1.2 billion for Link Group. MUFG's subsidiary Mitsubishi UFJ Trust & Banking Corporation (The Trust Bank) parties signed the scheme implementation deed today that will pay $2.26 cash for every ...

Federal Court approves BT Super $30m settlement

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... by TAL Life). It did so in circumstances where at all material times both BTFM and WLIS were members of the BT Financial Group (BTFG), a business division within Westpac, and were subsidiaries of Westpac, court documents show. Slater & Gordon alleged ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
Just weeks after the acquisition was announced, Insignia Financial and WT Financial Group have finalised the transfer of Millennium3, adding 75 practices to the latter's network. Handing over $2 million for the licensee, WT Financial has added about ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... Anderson was a financial adviser licensed by Financiallink Group, a company with ties to Linchpin Capital and Beacon Financial Group, Endeavour Securities, and Investport. While licensed by Financiallink, now Nextgen Financial Group, Anderson advised ...