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Showing 51 - 60 of 107 results for "Millennium"

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
More than 40 financial advisers joined IOOF in the 12 months to 31 December 2017, adding $1.6 billion in funds under advice. In an update provided to the ASX outlining the group's funds under management, administration, advice and supervision, IOOF ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... integrated business model. The advice licensees reviewed by ASIC were AMP Financial Planning; Charter Financial Planning; Millennium 3 Financial Services; ANZ Financial Planning; Count Financial; Commonwealth Financial Planning; GWM Adviser Services ...

Financial Standard's top stories of 2017

ALEX BURKE  |  FRIDAY, 22 DEC 2017
What were Financial Standard subscribers reading in 2017? Check out the most click-worthy stories of this year. The biggest stories of 2017 spanned new super funds, major strategic partnerships, landmark ASIC investigations, long-serving industry executives ...

ASIC takes further action against MyPlanner

JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
Following on from ASIC's recent action against privately-owned MyPlanner, one of the dealer group's advisers has now agreed to refrain from providing financial services. The regulator has accepted an enforceable undertaking from James Fraser as a result ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
ANZ will divest OnePath's pension and investments and four aligned dealer groups to IOOF Holdings for $975 million; and it announced several senior internal appointments in retaining its life insurance business. IOOF has agreed to take over ANZ Wealth ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
Fortnum Financial Advisers is partnering with a provider of real-time data, budgeting and reporting software to augment its client engagement strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through ...

AMP Capital infrastructure platform secures US$2.4b

EMMA RAPAPORT  |  FRIDAY, 13 JAN 2017
... Trains, and Thames Water. Over the last 12 months it added four new assets including: US underground parking system Millennium Garages, Spanish broadcasting and telecommunications infrastructure provider Axion, and UK/EU emergency rescue and response ...

Former AFA chief executive takes top job at FSC NZ

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2016
... February of 2013 and was made a life member in October of 2013. Klipin has also previously served as chief executive of Millennium 3.

Sherrin kicks goal with merger

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
Brisbane financial advice business Sherrin Partners has merged with another practice. The merger with Medico Legal Insurance Group is said to bring together two businesses which are focused on client relationships and long-term financial planning. Separate ...

PMIIG licence cancelled

MARK SMITH  |  FRIDAY, 5 AUG 2016
ASIC has cancelled the Australian financial services licence of Pacific Millennium International Investment Group (PMIIG), with effect on 28 July, after it breached its obligations. PMIIG was authorised under its AFSL to provide general financial advice ...