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Showing 61 - 70 of 383 results for %22Macquarie Adviser Services%22

ASIC bans former Charter, NAB adviser

KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
... decision. He is the 64th adviser to be banned by ASIC under its investigation of the conduct at the big four banks, AMP and Macquarie. ASIC is looking at the conduct of Australia's biggest financial institutions in areas of credit and retail lending ...

ASIC takes action against former AMP adviser

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... sees ASIC investigate the potential failings of Australia's six largest financial institutions: NAB, Westpac, CBA, ANZ, Macquarie and AMP.

HUB24 upgrades distribution capabilities

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... with the firm's large licensee clients. Joining Pearson and Paje as new additions to the distribution team is former Macquarie Wrap key account manager Doug Hope, who will take the role of senior business development manager. HUB24 said Hope's appointment ...

Macquarie wealth fees income down 14%

KANIKA SOOD  |  FRIDAY, 1 NOV 2019
Macquarie bank's income from wealth management fees fell 14% in the six months to September end compared to the same period last year, while the bank pivots its advice business to focus on high-net-worth clients. Macquarie collected $144 million ...

RI Advice faces ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
... of which were preparing for retirement. In doing so, he advised them to invest in complex structured products called Macquarie Flexi 100 Trust and Instreet Masti 36 and 38 without taking their goals and risk tolerance into account. Doyle received upfront ...

Fidelity wholesale director departs

KANIKA SOOD  |  TUESDAY, 8 OCT 2019
... Melbourne and Brisbane." Mathie joined Fidelity as a director of wholesale sales in August 2017 via Vanguard Investments and Macquarie Group. At Vanguard, he was a key account manager. At Macquarie, he started as an associate director and national key ...

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... manager in October last year. Prior to that, he worked at Challenger for almost a decade, after spending 15 years at Macquarie in various business development roles. WealthO2 managing director and chief executive Shannon Bernasconi credited Anderson's ...

MetLife expands retail distribution team

KRISTI CHENG  |  FRIDAY, 19 JUL 2019
... insurance distribution at AMP and has over 20 years' financial services sales experience, also having worked at Zurich and Macquarie Group. MetLife head of retail sales Matt Lippiatt said he welcomed the breadth of experience being added to the team ...

SG Hiscock hires from Macquarie

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
... responsible for fund distribution across New South Wales and Queensland and a new business development executive - both from Macquarie Group. Matthew Potter steps into the investment specialist position, based in Sydney. He has 30 years' experience in ...

HUB24 defends cash accounts

KARREN VERGARA  |  THURSDAY, 4 JUL 2019
... clients". It maintains that all of its clients "are receiving a positive interest rate on their cash account". Citing a Macquarie analysis, the article highlighted how a Hub Super client would earn -0.06% on a cash investment after the rate cut. HUB24 ...