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Showing 51 - 60 of 6938 results for "Deal"

Vale Jason Milosevski

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
Tributes are flowing for much loved business development executive Jason Milosevski, who sadly passed away over the weekend, aged 43. Milosevski was a fixture of the financial advice landscape for more than 20 years, building a vast network through ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... leverages Mason Stevens reach to access domestic and global primary equity and debt capital market issues and private market deal flow which will bring extended opportunities for client investment portfolios."

Unlicensed crypto investor faces jail time

CHLOE WALKER  |  TUESDAY, 6 FEB 2024
A Queensland man has been charged with nine offences and is facing imprisonment for running a financial services business without a licence. The charges were filed after an investigation by ASIC, which discovered that Aryn Hala had made promises to ...

iExtend finds interim arrangement to operate

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
After being rebuked by ASIC for operating without an AFS Licence, iExtend is now running under a Corporate Authorised Representative (CAR) arrangement for the interim. A CAR enables iExtend to act as an agent of an AFS Licensee, meaning it is authorised ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final payment, capped at $70,000, is payable in 12 months ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
The SMSF Association is urging the wealth management sector to embrace learning opportunities at this year's National Conference, particularly as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship ...

Westpac loses Ausgrid rate swap case

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... proceedings against Westpac for insider trading, unconscionable conduct, and breaches of its obligations as an AFSL. With the deal between the state government and the consortium signed at 7am, ASIC alleged Westpac knew by 8.30am - or believed - that ...

GCI welcomes investment director

CHLOE WALKER  |  THURSDAY, 1 FEB 2024
... role, reporting to GCI managing director David Stone, Grajczyk will play a key role in spearheading risk analysis, overseeing deal execution, and driving growth and uptake of the real estate strategy. Prior to GCI, Grajczyk spent two years at Melbourne-based ...

Bragg outraged over super fund payments to unions

ANDREW MCKEAN  |  WEDNESDAY, 31 JAN 2024
Senator Andrew Bragg has slammed industry super funds, accusing them of channelling $40 million to unions and Industry Super Australia (ISA). Scrutinising mandatory disclosures, Bragg pointed out that AustralianSuper, Cbus, HESTA, Hostplus, TWUSUPER ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... research, and wholesale broking services, has signed a Memorandum of Understanding (MOU) with the global wealth manager. The deal includes JPMAM offering CIP insights and thought leadership, which it said CIP can leverage for its advisers. Conversely ...