Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 104 results for "Millennium"

ANZ dealer group chief departs

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
The chief executive of several ANZ-aligned advice dealer groups is joining Australian Unity. Millennium3 and Financial Services Partners chief executive Matt Brown has been appointed to lead Australian Unity's financial advice division. As executive ...

ROYAL COMMISSION: Our top stories

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
Missed something? Here's a recap of the most read stories to come out of the second week of the Royal Commission's inquiry into financial advice. High profile adviser under fire The Royal Commission heard how Fair Work commissioner Donna McKenna received ...

ANZ blames systems for inadequate controls: RC

KARREN VERGARA  |  MONDAY, 23 APR 2018
ANZ has blamed its systems and processes for failing to adequately monitor in-house financial advisers as well as its authorised representatives within three of its aligned dealer groups. Week two of the Royal Commission tasked with scrutinising advice ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... Commonwealth Bank Dover Financial Planning Association of Australia Genesys Wealth Advisers Hillross Financial Services Millennium 3 RI Advice Group The second round of public hearings will be held in Melbourne at the Owen Dixon Commonwealth Law Courts ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... Financial Planning dealer group. Becoming the 24th practice to join Elders since 2016, Marlene Zwarts has moved from a Millennium 3 firm to build out her own business at Diamond Creek, Melbourne. Elders Financial Planning head Tony Beaven welcomed Zwarts ...

AMP Capital enters US telco market

JAMIE WILLIAMSON  |  TUESDAY, 13 MAR 2018
... our first North American fibre asset." In the region, AMP Capital is already invested in underground parking system Millennium Garages, and shipping and intermodal terminal operator, ITS ConGlobal. The telco's current investors include Boston private ...

Former Millennium 3 adviser banned

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
A former Millennium 3 and Lonsdale Financial Group financial adviser was banned for seven years for personally using client funds. Glenn William Connor was banned by ASIC after it found that he had used clients' assets as security for a margin loan ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
More than 40 financial advisers joined IOOF in the 12 months to 31 December 2017, adding $1.6 billion in funds under advice. In an update provided to the ASX outlining the group's funds under management, administration, advice and supervision, IOOF ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... integrated business model. The advice licensees reviewed by ASIC were AMP Financial Planning; Charter Financial Planning; Millennium 3 Financial Services; ANZ Financial Planning; Count Financial; Commonwealth Financial Planning; GWM Adviser Services ...

Financial Standard's top stories of 2017

ALEX BURKE  |  FRIDAY, 22 DEC 2017
What were Financial Standard subscribers reading in 2017? Check out the most click-worthy stories of this year. The biggest stories of 2017 spanned new super funds, major strategic partnerships, landmark ASIC investigations, long-serving industry executives ...