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Showing 591 - 600 of 9925 results for "Financial Services"

Insignia exec appointed local chief of MUFG Retirement Solutions

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... relationships in Australia and New Zealand, which is MUFG's largest market. MUFG called him a seasoned financial services executive with over 30 years of experience spanning life insurance, superannuation, retirement and banking. Lombardo's career ...

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... senior product manager, strengthening its leadership in investment trusts. Hugh's extensive experience in financial services will drive product development to meet evolving client needs. Hugh is a former head of product at Mercer and held senior ...

FSCP orders adviser to undertake further education

KARREN VERGARA  |  WEDNESDAY, 5 FEB 2025
... financial adviser who failed to provide appropriate superannuation contribution advice has been ordered by the Financial Services and Credit Panel (FSCP) to undertake further education. The adviser, referred to as "Mr. D", provided advice that led to ...

Westpac names new chief executive of wealth

ELIZA BAVIN  |  TUESDAY, 4 FEB 2025
... take over the role from the acting chief executive mid-year. Westpac said Fowler is an exceptional leader in financial services and brings a career spanning more than 20 years in institutional banking, corporate finance and wealth management to the role. ...

CSLR review will scrutinise effect on businesses

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... matters, as well as any other current and recent reviews and inquiries that may be relevant. Outgoing minister for financial services Stephen Jones last Friday announced the government will launch a review of the scheme. The CSLR was introduced to provide ...

Syfe bids for SelfWealth, ups BFG's offer

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... at November 12, which was the day before BFG announced its proposed acquisition. A few days later, AxiCorp Financial Services threw its hat in the ring, offering 23 cents per SelfWealth share, which was one cent more than BFG's initial offer. BFG ...

Jones instigates CSLR review, levy hits $70m

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
... prohibitive for many ordinary Australians. The cost of providing financial advice is already considerable." Financial Services Council (FSC) chief executive Blake Briggs said the review should consider whether the scheme should continue to compensate ...

Civitas appoints new business partner

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
Civitas Services Australia, a financial services provider that helps individuals and firms obtain and manage their Australian Financial Services Licence (AFSL), has appointed a new business partner. The new hire, James McCowan, who's based in Brisbane ...

Coast Advice teams up with New York private investment firm

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... private investment firm that provides growth capital, management resources, and strategic advice. The Australian financial services firm, which has 15 advisers and 2500 clients nationwide, has partnered with Merchant Wealth Partners to support its growth. ...

The regulatory pendulum has swung too far: FSC

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
Financial Services Council (FSC) chief executive Blake Briggs has said the regulatory pendulum for the superannuation, funds management, and financial advice sectors has swung too far over the last decade under successive governments. It's time for ...