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Showing 461 - 470 of 9925 results for "Financial services"

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... managers. "Locally, our robust regulatory guardrails and the work the sector has done to build trust following the Financial Services Royal Commission has gone a long way to creating an environment where investors are less likely to be considering a ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... deduction for advice fees with confidence. Chartered Accountants Australia and New Zealand superannuation and financial services leader Tony Negline said the guide will help advisers and the accounting community to understand the practical implications ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
... members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial Services, a wholly owned subsidiary of Brighter Super, last month. Its advice business subsidiary, Financial Advice Matters, is now ...

ASIC accuses Kalkine of providing unlicensed advice

ELIZA BAVIN  |  FRIDAY, 23 MAY 2025
... operates in Australia, Canada, the UK and US. ASIC has imposed new licence conditions on Kalkine's Australian financial services licence (AFSL) to ensure compliance with its obligations as an AFS licensee. "These conditions require Kalkine to engage ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... Capital and subsequently reuniting with Escala's founders two years ago. Perry brings more than 25 years of financial services experience, having progressed from adviser roles to running wealth management divisions at Solomon Smith Barney and UBS. ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
... the business forward," Mason Stevens chief executive Tim Yule said. "Peter brings extensive experience in the financial services sector and a strong dedication to ensuring clients access the right investment solutions to reach their objectives."

Former director sentenced over 'test' trading accounts

MATTHEW WAI  |  THURSDAY, 22 MAY 2025
A former financial services director, who dishonestly obtained near $1 million by tricking his clients into investing into a "test" trading platform, has had his sentence handed down. Mark Francis McCabe was sentenced to four years and three months' ...

Bell Asset Management names head of retail sales

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... its high-conviction small- and mid-cap offering, it said. Stewart brings more than 25 years of experience in financial services to the fold. He was most recently head of distribution at Allianz Retire+, and has held various executive roles across AUSIEX ...

ASIC takes Block Earner case to High Court

ELIZA BAVIN  |  WEDNESDAY, 21 MAY 2025
... February 2024, the Federal Court found that from March to November 2022, Block Earner engaged in unlicensed financial services conduct when offering its Earner product. The Federal Court dismissed ASIC's allegations that Block Earner's variable-yield ...

Hearts & Minds chief exits

ELIZA BAVIN  |  MONDAY, 19 MAY 2025
... transition. "Richard is a globally experienced chief executive and director with over 30 years' experience in the financial services industry," the board said. "His most recent executive role was as group chief executive of Challenger Limited, as ...