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Showing 711 - 720 of 9926 results for "Financial services"

Charges dropped against Macquarie adviser

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
... counts of providing a statement. Five counts related to fraud. ASIC permanently banned Acworth from working in financial services in 2020 after finding he engaged in "misleading conduct relating to a financial product" during the time he was employed ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
... advice fees for tax-related guidance are now deductible. "The cost of financial advice has increased since the Financial Services Royal Commission handed down its findings five years ago, and the number of financial advisers has significantly decreased," ...

Global Capital Property to be wound up

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
... Melbourne-based Hewish founded United Global Capital (UGC), which is also in liquidation, and began providing financial services, including financial advice, in 2017 to retail and sophisticated investors. He was the sole director of UGC, and responsible ...

Wholesale investor test changes on ice: Parliamentary committee

KARREN VERGARA  |  FRIDAY, 4 OCT 2024
... agenda" and potential changes may well be in the future. The Parliamentary Joint Committee on Corporations and Financial Services is currently looking into the sustainability of the wholesale investor tests, which are now 22 years old, listening from ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... sales manager at UBS Asset Management, has been tapped for the role. Tomkins, who's had a 30-year career in financial services, including roles across fund distribution and client relationship management, will focus on developing strategic partnerships ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... increased 16% and 11.6% respectively on the last quarter, AMP said. In addition, AMP said Melbourne-based Stantins Financial Services will join its network. The company boasts expertise in financial advice, estate planning, wealth management, accounting ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Zurich launches new TPD option

ELIZA BAVIN  |  TUESDAY, 1 OCT 2024
Zurich Financial Services Australia has launched a new total and permanent disability (TPD) offering designed specifically to cover ongoing care requirements in the event of a severe accident or illness. The new 'continuous care' option allows for a ...

Fund manager splashes $240m on AZ NGA

KARREN VERGARA  |  TUESDAY, 1 OCT 2024
... Asset Management has a 64% stake in Oaktree. Oaktree managing director Byron Beath: "Oaktree has invested in financial services platforms globally, such as Ascot Lloyd and Atomos, and we look forward to enhancing AZ NGA's strong market position and ...

HESTA snags AMP head of compliance

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... AMP's superannuation business. Tim Pietsch has taken on the role and brings extensive experience across the financial services sector to the fold. He joins in a role the organisation believes will be critical in enhancing its compliance framework and ...