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Showing 671 - 680 of 5655 results for "Financial adviser"

ASIC succeeds in conflicted remuneration case

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... August 2013 and 29 July 2013, SMSF Club was an authorised representative of RM Capital. Justin Beeton was a financial adviser and the sole director of the SMSF Club. ASIC believes that SMSF Club contravened s963G of the Corporations Act by accepting ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
Count has finalised the acquisition of Diverger as the latter officially delists from the ASX today. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Count chief executive Hugh Humphrey said: "An important strategic ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
Insight Investment Consultants will now be known as Genium Investment Partners, as it expands its offering to include research ratings. The firm, which was founded in 2013, is rolling out the rebrand as it works to become a full-service research house ...

Vanguard chief executive Tim Buckley to retire

ANDREW MCKEAN  |  FRIDAY, 1 MAR 2024
... responsibilities for all aspects of the firm's investment management, retirement business, and services for financial adviser clients, overseeing the majority of Vanguard fund and ETF distribution. In his new role, Davis will champion policies aimed ...

UniSuper creates lead governance, compliance role

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
A key Morningstar executive is taking on the newly created role in May. Annika Bradley has been appointed senior manager, investment specialist (policy and advice) at UniSuper. She is currently director, manager research ratings for Asia Pacific at ...

Vanguard Super hits $1bn, soft launches pension product

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2024
... once all advisers have access and the offering is hard launched. "I think it'll really work nicely with our financial adviser community. We quietly launched it and so far, there's certainly some demand there, but we see that increasing in time ...

DASS settlement pending court approval, victims urged to claim

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
The federal court will soon determine if it will approve the $16 million to settle the class action against E&P Financial Group as some victims of Dixon Advisory and Superannuation Services (DASS) are running out of time to make a claim. On 3 April ...

VanEck establishes foothold in Brisbane

ANDREW MCKEAN  |  TUESDAY, 27 FEB 2024
VanEck will have a team dedicated to the Queensland market from next month, responding to growing demand for its exchange-traded funds (ETFs) among financial advisers in the state. The investment manager also bolstered its Australian team with new investment ...

Canna Campbell slapped with $114k legal bill

KARREN VERGARA  |  MONDAY, 26 FEB 2024
A judge has ordered financial adviser Canna Campbell to pay $113,791.50 in legal costs after she was found guilty of trademark infringement. Justice Manousaridis in the Federal Circuit Court of Australia ordered Campbell, founder of SugarMamma TV and ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
Superannuation funds will have a leg up over life insurers and banks once the federal government implements its proposal to expand financial advice. This is according to industry experts who say that super funds are in good stead to bolster the availability ...