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Showing 11 - 20 of 198 results for "Crown"

Licensee compliance head banned over fees for no service

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
... licensee has been banned for three years over the way he dealt with an adviser's fees for no service misconduct. Former Crown Wealth Group director and head of compliance Andrew Moore has been banned for three years for failing to recognise the seriousness ...

Fees for no service see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 3 JUL 2025
... of the fact fees were being charged despite no services being provided, and that she failed to report it immediately to Crown Wealth Group, her licensee. Further, she failed to investigate the conduct and implement systems to prevent it from happening ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... time to cement rock-solid ties - not just with wealth firms like Raiz, but with institutional asset owners that anchor its crown as Australia's top asset manager. He said that position has come by doing one thing above all: putting the client at ...

Lendlease finalises JV with The Crown Estate

ELIZA BAVIN  |  MONDAY, 19 MAY 2025
Lendlease has finalised its 50/50 joint venture with The Crown Estate, selling six of its UK development projects comprising land holdings and capital efficient land management agreements. Through the transaction, Lendlease will accelerate the release ...

Bangarra Group awards real estate mandate

KARREN VERGARA  |  FRIDAY, 16 MAY 2025
... dedicated to affordable housing. London-based Fairway Capital has won the investment adviser and manager mandate to redevelop Crown Golf, Bangarra Group's real estate portfolio comprising eight major golf courses. The project aims to enhance the ...

Lendlease looks at royal joint venture

ELIZA BAVIN  |  THURSDAY, 15 MAY 2025
Lendlease has confirmed it is in the late stages of entering a joint venture with The Crown Estate - King Charles' property company in the United Kingdom. In line with the property giant's strategy announced in May 2024, Lendlease said it is aiming ...

WA takes the economic crown: CBA

ELIZA BAVIN  |  TUESDAY, 29 APR 2025
For the third quarter in a row, Western Australia topped the economic leaderboard in the latest CommSec State of the States report. Victoria made the biggest leap, overtaking both Queensland and South Australia to move into second place. The State of ...

Best Australian share funds of 2024: Mercer

ANDREW MCKEAN  |  THURSDAY, 30 JAN 2025
The top 10 Australian share funds of 2024 have been revealed, with the reigning champion retaining its crown for a second straight year, according to a Mercer investment survey. The Hyperion Australian Growth Fund claimed the top spot, delivering a ...

Aussie billionaires make $67k per hour: Oxfam

KARREN VERGARA  |  WEDNESDAY, 22 JAN 2025
... have more than US$200 billion respectively. Global billionaire wealth grew by $3 trillion in 2024, the report read. "The crown jewel of this oligarchy is a billionaire president, backed and bought by the world's richest man Elon Musk, running the ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Morgans recorded 431 active advisers at the end of 2024, while AMP FP had 426. On December 20, both AFSLs had 430 registered ...