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Showing 621 - 630 of 803 results for Annabelle Dickson

Cashwerkz director departs

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
Cashwerkz has announced the retirement of a long-serving non-executive director. Nathan Leman had been on the board since 2010 and took responsibility for the design and implementation of the corporate infrastructure including IT projects. Throughout ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
The use of technology will be crucial to the sustainability of advice firms, new research shows. The Financial Planning Association's (FPA) recent survey undertaken by CoreData found that just over half of financial advisers surveyed (50.7%) believe ...

Fake tax agent penalised

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
The Federal Court of Australia has fined a woman $40,000 for providing illegitimate tax agent services for four years. Arlene Caolboy was fined $40,000 after she was found to have provided tax agent services to 350 taxpayers over the last four years ...

HUB24 partners with wealth platform

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
Managed accounts platform HUB24 and wealth management software myprosperity have partnered to allow financial advisers who use both platforms to access digital signature functionality. Advisers will now be able to use myprosperity's integrated digital ...

CBA feels pressure of low rates, profits down

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
Commonwealth Bank of Australia reported a decrease in cash profit down for the September quarter due to lower margins and higher expenses. The preliminary figures show cash profits down 16% to $1.8 billion on the same period in the previous year. The ...

Clime chief executive steps down

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
The chief executive of Clime Investment Management has resigned with immediate effect. Rod Bristow had been in the position since September 2018, having joined from Macrovue. Bristow oversaw significant growth for the company, including the $5 million ...

Emotions lead to losses: Oxford Risk

ANNABELLE DICKSON  |  TUESDAY, 10 NOV 2020
Making emotional decisions by increasing allocations to cash throughout market volatility can lead to long term losses, but diagnostic tools for financial advisers may solve the problem, according to a behavioural finance expert. Oxford Risk said investors ...

CountPlus divests member firm

ANNABELLE DICKSON  |  TUESDAY, 10 NOV 2020
CountPlus has disposed its majority interest in a member firm to a fellow member firm after a review found it could not add strategic value. The ASX-listed advice and accounting group has sold its 61.28% interest in Specialised Business Solutions to ...

DomaCom to deliver affordable housing

ANNABELLE DICKSON  |  MONDAY, 9 NOV 2020
Fractional investment provider DomaCom has partnered with a community housing provider to deliver affordable housing for essential workers and returns for its investors. DomaCom and BlueCHP have agreed to the $250 million affordable housing project ...

PPS Mutual hires from Synchron

ANNABELLE DICKSON  |  MONDAY, 9 NOV 2020
Former Synchron state manager has joined mutual insurance firm PPS Mutual as a senior business development manager to strengthen its distribution in Victoria and Tasmania. Jason Milosevski has been the Victorian state manager at Synchron for the past ...