Search Results | Showing 71 - 80 of 1666 results for "licensee" |
| | | ... appointed fund managers that reflect "valuation adjustments according to the specific circumstances and policies of the RSE licensee". "These were issues flagged as requiring improvement in APRA's 2021 unlisted asset valuation thematic review. Valuation ... |
| | | | ... several senior appointments as of late, the latest being Jonathan Trapnell, who assists the group manage education and licensee partnership programs. Trapnell was previously Synchron's head of adviser support. Also in August, Martin Morris joined ... |
| | | | ... has continued to grow with each year as managed accounts mature in Australia. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee which "highlights the smaller ... |
| | | | ... Centrepoint also took over ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. ClearView managing director Nadine Gooderick said the decision to reset and transform the business in early ... |
| | | | ... reported EBITDA also jumped 6% to $7.6 million from the PCP, also driven by the ClearView Advice acquisition and organic licensee fee growth. Its cash balance increased to $15.6 million, up by $0.9 million from June 2022. This was driven by a net cash ... |
| | | | SuitabilityHub, a new fintech that allows financial advisers to compare platform providers' features and takes the focus off fees, has launched to financial advisers. SuitabilityHub is a one-stop shop that drills down on platform providers' ... |
| | | | Watershed Funds Management has welcomed Lydia Pearson as its head of distribution, responsible for leading its engagement with financial advisers and licensees. In the newly created role, Pearson reports to Watershed's managing director Adam Rowley. ... |
| | | | ... for Godfrey Pembroke advisers. Under the agreement, they will launch a new entity called Service Co, which will provide licensee services to the two parties. Service Co will be majority owned by the financial advisers. Together, they will have some $8 ... |
| | | | ... deadline for feedback on the proposal is August 25. Meanwhile, APRA released its final instrument exempting certain RSE licensee directors from the change of control and ownership provisions of the Superannuation Industry (Supervision) Act 1993 (SIS ... |
| | | | ... redirecting funds to off-platform investments, notably term deposits. Throughout the year, Netwealth secured "new and important licensee and adviser relationships," leading to an over 10% increase in client accounts. As the company enters FY24, Netwealth ... |
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