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Showing 71 - 77 of 77 results for "Mr. Smith"

BT Wrap reaches $10 billion, as platform launches new suite

... notable advances included the rollout of BT Portfolio Wrap to the Westpac channel, and the launch of Wrap Essentials, Mr Smith said. "In the last year, BT 's Wrap funds under administration increased $2.7 billion, translating to annual growth of 36 per ...

Wattle saga sees another administrator sentenced

... Gold Coast company Spectrum Fund Administration Pty Ltd (Spectrum), was sentenced in the Brisbane District Court today. Mr Smith was convicted and released on his own recognizance in the amount of $5000 to be of good behaviour for 3 years. Mr Smith had ...

Afternoon market wrap: Stronger dollar drives shares lower

... $US0.7140 by the close of trading, down from the six-year highs attained at Friday's close of over 72 US cents. However, Mr Smith said he expected the share market to pick up towards the end of the week. "It is the dollar that is doing it," he said. ...

APRA reaches settlement with LifeTrack directors

... will also pay $1 million to APRA in settlement of any potential civil penalty actions against the Trustee, Mr Rich or Mr Smith for possible breaches of specific provisions of the Act, APRA said.

Former NTI managing director sentenced to 18 months imprisonment

... Southport District Court in relation to 13 charges brought by the Australian Securities and Investments Commission (ASIC). Mr Smith, an undischarged bankrupt from the Gold Coast Queensland, was sentenced to a total of 18 months imprisonment. Judge Hall ...

Former Queensland director pleads guilty to 13 ASIC charges

... in the Southport District Court to 13 charges brought by the Australian Securities and Investments Commission (ASIC). Mr Smith pleaded guilty to 13 counts of dishonestly making improper use of his position while he was the former Managing Director of ...

BT expands Wrap Essentials

... groups and advisers. The choice of funds allows the management of all client investments through the one platform, and Mr Smith says this will save advisers time and money by avoiding the need for additional training processes and infrastructure. "By ...

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Australian Retirement Trust people chief to depart

ELIZABETH FRY

Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA

State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN

The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN

Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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Expert Feed

Paul Tynan

Chief Executive Officer

Connect Financial Service Brokers

Why advisers should consider offering general insurance to HNW clients

I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.

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David Carney

Director

Aspect Partners Pty Ltd

The role of AI in financial planning: Insights from the US

Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...

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Prue Cheeseman

Personal Wealth Manager

HLB Mann Judd Wealth Management (NSW)

Considerations when nominating a charity for your super upon death

There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.

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Paul Miron

Managing Director

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The end of free money

With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...

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Jason Huljich

JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED

A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.

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