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Showing 31 - 40 of 17040 results for "Services"

Equity Trustees scores Woodbridge mandate

ELIZA BAVIN  |  MONDAY, 22 APR 2024
... fund, the Woodbridge Secured Income Fund. Equity Trustees executive general manager, corporate and superannuation trustee services Andrew Godfrey said he is delighted to have been chosen to be the responsible entity for the fund. "We look forward to ...

TCorp promotes three to lead roles

ELIZABETH FRY  |  FRIDAY, 19 APR 2024
... and Blunt bring a background in relationship and account management, having held senior positions in marquee financial services firms. Roberts has over 20 years of experience in the financial services industry, with a strong background in managing third-party ...

Court approves $16m DASS settlement

KARREN VERGARA  |  FRIDAY, 19 APR 2024
... Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay. Justice Thawley sought to gather more information for the victims in delaying the approval. ...

T. Rowe Price appoints local operations chief

ELIZABETH FRY  |  FRIDAY, 19 APR 2024
... under management, has appointed a regional operating chief who will relocate to Sydney from the London office. Financial services and operations professional Tim Chamberlain is the new Asia Pacific regional chief operating officer, effective next month. ...

Sequoia chair steps down

KARREN VERGARA  |  FRIDAY, 19 APR 2024
... - all of which Sequoia acquired in 2022. These companies provide media, research, digital distribution and technology services to advisers and investors. McGowen is counterclaiming damages of more than $1.1 million, the bulk of which Sequoia said "comprises ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... AFS banned/disqualification, enforceable undertaking, disqualified person, credit banned/disqualification, Financial Services Credit Panel (FSCP) action, and SMSF auditor disqualification. The advice sector continues to consolidate. AZ NGA-backed advice ...

Adam Blumenthal ordered to pay $850k

ELIZA BAVIN  |  THURSDAY, 18 APR 2024
... by failing to comply with its compliance policies and causing it to breach its obligations as an Australian financial services (AFS) licensee which jeopardised its interests. Blumenthal also breached his duties as a director of Creso by paying Tyson ...

ATO targets crypto investors, sharing economy

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... through Uber, Airtasker or any of the many sharing economy platforms which allow you to rent out assets or your personal services, take heed. The ATO is now receiving reports from many platforms (including Uber), which it can use to highlight data mismatches," ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... product, which offers online tools and calculators to credit unions, banks, lending institutions, and other financial services organisations. GBST also renewed a five-year contract with an Australian Tier 1 financial services organisation for its wealth ...

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
The financial services industry has paid tribute to Wayne McGauley who passed away over the weekend. Most recently the head of distribution at Wheelhouse Partners, McGauley had a long and successful career in the financial services industry spanning ...