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Showing 41 - 50 of 77 results for "Wealth Services"

Netwealth FUA, adviser numbers rise

KARREN VERGARA  |  MONDAY, 19 AUG 2019
A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion. Financial results for the ...

Sydney advice firm loses AFSL

KANIKA SOOD  |  FRIDAY, 5 JUL 2019
... advice firm has had its AFSL cancelled by ASIC after an initial suspension period. ASIC earlier put Australasia Wealth Services and Management in suspension saying the firm had failed to obtain membership of the Australian Financial Complaints Authority ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... head of markets at NAB Private Wealth. Hamilton has held the roles of NAB Private Wealth's general manager wealth services and head of Goldman Sachs JB Were Private Wealth Management. The S&P/ASX Midcap 50 index has gained more than 11% since the ...

Macquarie Capital appoints group co-heads

KANIKA SOOD  |  FRIDAY, 3 MAY 2019
... fees earned on the range of business and financial services products and services including deposits, Australian wealth services and platforms. Macquarie attributed the 6% dip to lower brokerage income as Macquarie realigned its wealth advice business ...

Two new faces join SMSF Association board

ELIZABETH MCARTHUR  |  FRIDAY, 3 MAY 2019
... more than 30 years' experience in the financial services industry. He is also executive director of Strategic Wealth Services and non-executive director of Evergreen Consultants as well as chair of Eltham College. Houlihan said: "I have always been a ...

ASIC suspends advice group AFSL

ELIZABETH MCARTHUR  |  THURSDAY, 2 MAY 2019
... has suspended the Australian financial services licence of a Sydney-based financial advice group. Australasia Wealth Services and Management failed to obtain membership of the Australian Financial Complaints Authority (AFCA), therefore breaching its ...

Superannuation fund drops fees

KARREN VERGARA  |  TUESDAY, 23 APR 2019
... from 30 March 2019. CareSuper said its former DIO provider is withdrawing from the market in mid-2019. "OneVue Wealth Services Limited will offer a new-look DIO online portal with a reduced monthly DIO administration fee for members," it said. CareSuper ...

Saxo appoints chief executive

KARREN VERGARA  |  THURSDAY, 28 FEB 2019
... close to three years as chief executive. Smoker joined BT Financial Group in January as a director in the private wealth services division. Saxo chief executive for Asia Pacific, Adam Reynolds said the appointment would enhance the firm's existing market ...

Former adviser faces Supreme Court

JAMIE WILLIAMSON  |  THURSDAY, 17 JAN 2019
... ASIC alleges Gardner and the firm were providing financial services without a licence or authorisation. Advanced Wealth Services was only authorised to provide credit services. While doing so, Gardner recommended clients establish a self-managed superannuation ...

Saxo chief departs for BT

HARRISON WORLEY  |  MONDAY, 7 JAN 2019
... wealth management firms. Ben Smoker will join BT Financial Group in January as a director in the firm's private wealth services division. Smoker, who served as Saxo's Australian chief for about three years, announced his departure from the banking ...