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Showing 71 - 80 of 547 results for "Counsel"

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
New figures have revealed that Australian families are feeling the pressure of lockdowns, with more enquiries about divorce and an increase in those seeking financial advice. The figures come from The Separation Guide, a service which brings together ...

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... John McLeod, president and chief executive of Global Fiduciary Partner Alliance Limited. Panelists included Day Pitney counsel Michael Pfeifer, Lesperance & Associates managing director David Lesperance, and Walkers Private Capital partner Rupert Morris. ...

Bitcoin fund hires from IFM

ELIZABETH MCARTHUR  |  THURSDAY, 5 AUG 2021
... Financial Ombudsman Service and Australian Unity. He has experience in the world of cryptocurrency too, having been general counsel for Huobi Australia, a digital currency exchange. "We've always had the strong belief that regulation is absolutely necessary ...

New shareholder at Crescent Wealth

ELIZABETH MCARTHUR  |  THURSDAY, 5 AUG 2021
... welcome Charlie to the register and the board and say how much we value his presence and look forward to his guidance and counsel. I would also like to thank Samier Dandan and Issam Eid for their work and commitment over the last decade. You go with ...

Cromwell nabs Investa chief

ANNABELLE DICKSON  |  MONDAY, 26 JUL 2021
... December 2020. Callaghan spent over 14 years at Investa and joined as group executive - corporate development and general counsel in 2006. He was responsible for the sale of Investa's Office and Land Business which led to his appointment as chief executive ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... AMP's BOLR measures have been under close scrutiny since the 2018 Hayne Royal Commission. In an early hearing, senior counsel assisting Rowena Orr highlighted instances in which service fees were still charged after the client's adviser sold ...

SMSFA adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... retirement issues, is a resource that the Association will be able to tap again, and we look forward to hearing her wise counsel." At his role at BT, Ashenden is responsible for interpreting legislative and regulatory change and explaining it to advisers ...

No charges in AMP BOLR investigation

JAMIE WILLIAMSON  |  FRIDAY, 16 JUL 2021
... interest factors, that no charges should be brought for that conduct," ASIC said. AMP welcomed the news, with general counsel David Cullen saying the institution acknowledges the deficiencies in its historic systems and processes. He added that the business ...

Stop abusers hiding super: AIST

ELIZABETH MCARTHUR  |  FRIDAY, 2 JUL 2021
The Australian Institute of Superannuation Trustees (AIST) is calling on Parliament to ensure abusive partners cannot hide their super from domestic violence victims. In a submission, AIST supported the proposed Treasury Laws Amendment (Measures for ...

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
Financial advice regulatory reforms that include establishing one disciplinary body and giving ASIC greater powers over the industry are closer to becoming law. The minister for superannuation, financial services and the digital economy Jane Hume introduced ...