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Showing 81 - 90 of 409 results for "Financial advisor"

Accountant convicted in fee no service scam

ELIZA BAVIN  |  MONDAY, 9 MAR 2020
A Melbourne-based accountant has been sentenced in the County Court of Victoria after pleading guilty to two charges of making false or misleading statements. The court found Jason Cullen, an accountant employed by an accounting and financial advisory ...

Investment firm nabs former BlackRock fundie

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
A specialist real estate investment manager has appointed a former BlackRock fund manager to its board, in what comes as her directorial debut. Danielle Carter will serve as an independent non-executive director on the boards of both APN Property Group ...

Xplore Wealth outlines 2020 plans

ALLY SELBY  |  FRIDAY, 21 FEB 2020
ASX-listed platform Xplore Wealth has announced a slew of new products and offers, set to launch in 2020. It comes as the platform provider releases its results for the 1H2020 financial year. Xplore is set to release three new products in 2020, including ...

Morgan Stanley acquires E*TRADE

ELIZA BAVIN  |  FRIDAY, 21 FEB 2020
Morgan Stanley has acquired E*TRADE in the United States in a $20 billion (US$13 billion) deal. E*TRADE stockholders will receive 1.0432 Morgan Stanley shares for each equivalent share, which is about US$58 per share. Morgan Stanley said the deal will ...

Coronavirus in, climate change out: Costello, deVere

ALLY SELBY  |  TUESDAY, 28 JAN 2020
With the death toll surpassing 132 and a further 6000 people suspected of being infected, the outbreak of the Wuhan coronavirus has left markets tumbling as fears of an epidemic are stoked by news of the virus spreading around the world. It's caused ...

Aussie investment gurus delve into alternatives

ALLY SELBY  |  WEDNESDAY, 22 JAN 2020
Australia's investment elite are backing alternatives over the coming year and a half, with an eye towards mitigating market volatility and generating solid returns. Real assets such as infrastructure and real estate continue to be the Australian investor's ...

Shareholder activism on the rise

ALLY SELBY  |  FRIDAY, 17 JAN 2020
Shareholders are demanding changemore than ever before. That is, according to financial advisory and asset management firm Lazard, and its 2019 review of shareholder activism. The report found that 147 investors launched new campaigns against companies ...

Radio host adviser revealed as alleged fraudster

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
The US Securities and Exchange Commission has charged a radio host and investment adviser with defrauding hundreds of retail clients out of millions. Keith Springer hosted a radio show called Smart Money with Keith Springer, which is how many of his ...

Calls for clarity on personal advice in DDO

KANIKA SOOD  |  MONDAY, 11 NOV 2019
The definition of personal advice and the treatment of platform operators in the design and distribution obligations legislation must be clarified, the Financial Services Council has argued in its submission. When financial advisers use a platform to ...

Technology coming for advice jobs

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
Rice Warner says technology is likely to forever alter how people expect to receive and pay for retirement advice. New insights from the research house suggest robo-advice is not the only channel through which the advice industry will be changed by ...