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Showing 21 - 30 of 255 results for "Shaw"

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... advisers registered with a new AFSL during the period. The five AFSLs that attracted the most advisers are Alliance Wealth, Shaw & Partners, Interprac, RI Advice, and Morgans Financial. Registered advisers operating via a superannuation fund-owned AFSL ...

Charges dropped against Macquarie adviser

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
... on this conduct, "Acworth is not of good fame and character to provide financial services". Acworth previously worked at Shaw and Partners until 31 December 2019. ASIC referred the matter to the CDPP in November 2020. The matter was adjourned several ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... finances in both the direct-to-consumer and financial advice sectors," MUFG Retirement Solutions chief product officer Jonathan Shaw said. "This provides an opportunity to continue to expand our offering to superannuation, particularly in the third-party ...

IMAP names award winners for 2024

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
... hand, Bond Adviser was awarded the Australian Fixed Interest award against the likes of Cameron Harrison, Real Asset, and Shaw and Partners - the award winner in 2023. Drummond Capital Partners, the award winner of multi-asset offering last year, claimed ...

Another chair for Sequoia

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
... that Sweeney was taking up the role of chair in an acting capacity until today. Ryan was previously the head of equities at Shaw and Partners between 2015 and 2022, and held executive roles at Citi, JBWere, and Morgan Stanley. Ryan currently holds several ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... with 5361 at the end of the period. The non-aligned segment, however, gained 252 advisers or 2.4% to finish with 10,595. Shaw and Partners, Findex, and Morgans Financial gained the most advisers. Meanwhile, Merit Wealth, AMP Financial Planning, and Bridges ...

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... general counsel Cameron Coleman will also take on the role of chief operating officer. Coleman has held senior roles at Citi, Shaw & Partners, FIIG, and Wilson HTM Investment Group. The asset manager's head of operations Kim Henry will run platforms ...

AustralianSuper engages TAL to create retirement option

ELIZA BAVIN  |  TUESDAY, 19 MAR 2024
AustralianSuper and life insurer TAL have joined forces to create a new 'income for life' retirement option. The engagement extends a longstanding partnership between TAL and AustralianSuper to now support members' financial choices in retirement. ...

AustralianSuper calls for an 'account for life'

ANDREW MCKEAN  |  MONDAY, 12 FEB 2024
AustralianSuper has urged for an 'account for life' superannuation reform to Treasury, in a bid to deliver a visionary retirement system. The super fund also advocated for the automation of Age Pension applications, a move that would enable an integration ...

Former adviser misled ASIC during investigation: Court

KARREN VERGARA  |  MONDAY, 18 DEC 2023
A former Shaw and Partners financial adviser was charged with two counts of providing false or misleading information to ASIC during the regulator's investigation into his misconduct. Kristofer Ridgway allegedly provided false information during ...