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Showing 701 - 710 of 2501 results for "Legal"

Low FASEA pass rate continues

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 MAY 2021
... the exam with nine in 10 demonstrating they have the skills to apply their knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam." With consent, advisers who pass the exam can have their names added ...

AMP Australia announces new leadership team

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... adviser distribution led by Nicole Mahan. There are also four group-aligned leaders across finance, people and culture, legal, and risk.

ASIC cracks down on investment guru

ELIZABETH MCARTHUR  |  TUESDAY, 11 MAY 2021
... wealth. She is a lawyer and claims to have bought, sold or held "multi-million dollars worth of real estate". "Having provided legal financial services to both ordinary Australians and high net worth investors, in a legal career spanning more than 25 ...

AMP trims platform fees

KANIKA SOOD  |  THURSDAY, 6 MAY 2021
... going to play that opaque game as it creates inequity for financial advisers and their clients and is arguably breaching legal obligations to treat members fairly." AMP's platforms had $63.7 billion in total assets under management at FY20, up slightly ...

Mainstream bidding heats up

ANNABELLE DICKSON  |  THURSDAY, 6 MAY 2021
... chief executive Martin Smith. Mainstream is being advised by Miles Advisory Partners as financial adviser and Maddocks as legal adviser and SS&C is being advised by Citi as financial adviser and Gilbert + Tobin as legal adviser. The superior bid offers ...

Legalsuper adds Law Institute of Victoria chief

JAMIE WILLIAMSON  |  TUESDAY, 4 MAY 2021
... Andrew Proebstl said. The fund said Awty's appointment "continues the important link all directors of the fund have with the legal sector, as well as expanding the financial and commercial expertise on the board, at a time when scrutiny and change across ...

Crescent Finance launches real estate funds

KANIKA SOOD  |  MONDAY, 3 MAY 2021
Crescent Finance is setting its sights on $5 billion of property transactions over the next five years, as it launches two new funds to invest in Islamic-compliant housing. The two funds are Crescent Growth Fund and Crescent Finance Income Fund. Both ...

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will from View Legal on behalf of clients. The software also caters to accountants and consumers, tracking some $75 billion in assets ...

Advice group chief executive exits

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... believe that the company is well positioned to continue its recent growth." Benbow will be replaced by Centrepoint's chief legal officer Marty Carne in an interim capacity, as the interim executive team lead (but not the interim chief executive) ...

How managers win ESG mandates

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
New research from Investment Trends has revealed how investors choose ESG product providers, and it's bad news for some of the big names in funds management. According to the research, conducted by Investment Trends and Australian Ethical, 87% of ...