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Showing 901 - 910 of 18797 results for "services"

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
... members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial Services, a wholly owned subsidiary of Brighter Super, last month. Its advice business subsidiary, Financial Advice Matters, is now ...

ASIC accuses Kalkine of providing unlicensed advice

ELIZA BAVIN  |  FRIDAY, 23 MAY 2025
... operates in Australia, Canada, the UK and US. ASIC has imposed new licence conditions on Kalkine's Australian financial services licence (AFSL) to ensure compliance with its obligations as an AFS licensee. "These conditions require Kalkine to engage ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... Capital and subsequently reuniting with Escala's founders two years ago. Perry brings more than 25 years of financial services experience, having progressed from adviser roles to running wealth management divisions at Solomon Smith Barney and UBS. ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
... the business forward," Mason Stevens chief executive Tim Yule said. "Peter brings extensive experience in the financial services sector and a strong dedication to ensuring clients access the right investment solutions to reach their objectives."

Former director sentenced over 'test' trading accounts

MATTHEW WAI  |  THURSDAY, 22 MAY 2025
A former financial services director, who dishonestly obtained near $1 million by tricking his clients into investing into a "test" trading platform, has had his sentence handed down. Mark Francis McCabe was sentenced to four years and three months' ...

ASFA, EY release guidance on CPS 230

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... compliant, and how to address any potential shortcomings. The guidance note also includes information for those providing services to superannuation funds regarding trustees' assurance expectations. "CPS 230 represents a significant uplift to the ...

Future Fund bags a piece of Transgrid

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... unprecedented transition of the Australian energy sector." OMERS recognises the "high-quality, critical infrastructure services" Transgrid provides to Australian businesses and communities, he said. "We remain excited about investing with Transgrid and ...

MA Financial eyes acquisition

ELIZA BAVIN  |  WEDNESDAY, 21 MAY 2025
... assets under management (AUM). "MA Financial has a longstanding relationship with IPG, having provided property management services to a number of its assets since 2019," MA Financial said. MA Financial also confirmed that should an acquisition proceed ...

Bell Asset Management names head of retail sales

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... its high-conviction small- and mid-cap offering, it said. Stewart brings more than 25 years of experience in financial services to the fold. He was most recently head of distribution at Allianz Retire+, and has held various executive roles across AUSIEX ...

ASIC takes Block Earner case to High Court

ELIZA BAVIN  |  WEDNESDAY, 21 MAY 2025
... interest to clarify this," the regulator said. "This clarification is important as it applies to all financial products and services whether they involve crypto-assets or not." The High Court will consider ASIC's application on a date to be determined. ...