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Showing 31 - 40 of 409 results for "Financial advisor"

Ausbil adds to sales capabilities

CHLOE WALKER  |  FRIDAY, 17 JUN 2022
Dimitri Giannaras and Marko Matosevic have both joined Ausbil as business development managers, while Andrea McGarry has been promoted to the role of business development manager for Queensland and the Northern Territory. Giannaras and Matosevic both ...

ASIC succeeds in application to liquidate Ascent

CASSANDRA BALDINI  |  MONDAY, 6 JUN 2022
ASIC has succeeded in its application to liquidate Ascent Investment and Coaching Pty Ltd after suspecting it was operating without a licence and falsified financial records. ASIC made an application to the Federal Court in March to wind up Ascent and ...

Trust in financial services jumps: CFA

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... challenged maintaining trust levels with clients. The survey showed that Australian retail investors with a financial advisor were more trusting of the financial services industry. 58% of people with an adviser trusted the financial services industry ...

Lazard AM chief executive to retire

JAMIE WILLIAMSON  |  THURSDAY, 7 APR 2022
The chief executive of Lazard Asset Management is set to retire after 20 years in the role, with a successor named. Ashish Bhutani has decided to retire as chief executive of the asset management business to pursue philanthropic and personal interests ...

Inquiry criticises gaps in CSLR

KARREN VERGARA  |  MONDAY, 31 JAN 2022
The proposed Compensation Scheme of Last Resort regime has several flaws that will overlook the protection of certain investors, a parliamentary inquiry heard. In discussing the Standing Committee on Economics Financial Services Compensation Scheme ...

Mercer nabs Lonsec consultant

ELIZABETH FRY  |  MONDAY, 31 JAN 2022
Mercer has hired David Wilson to support the asset consultant's growing consulting and investment solutions business. Wilson joins from Lonsec where he spent more than six years as an investment consultant. Before that, he was a research services ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
UBS is expanding its global wealth management offering, with a focus on affluent young people and multicultural investors. UBS has acquired Wealthfront, an automated wealth management platform serving millennial and Gen Z investors, for US$1.4 billion. ...

New appointments to FSC board

CHLOE WALKER  |  FRIDAY, 10 DEC 2021
The Financial Services Council (FSC) has today announced the appointments of AMP Australian Wealth Management chief executive Scott Hartley, and Challenger chief executive, people, corporate affairs and strategy Michelle Taylor, as directors to the ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
A high-net-worth financial advice firm formerly licensed by Hillross Financial Services has merged with William Buck. Brisbane-based Hillross Montefiore & Co. operated under the banner of William Buck as of yesterday. Director and private client adviser ...

ASIC smooths path for crypto ETFs

ELIZABETH MCARTHUR  |  MONDAY, 1 NOV 2021
ASIC has released guidance for product issuers on crypto exchange traded products, with the industry broadly supporting the regulator's stance. ASIC's good practice guide includes admission and monitoring standards, custody of crypto-assets, pricing ...