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Showing 81 - 90 of 466 results for "Tier"

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
... we are a profession, and your clients acknowledge this," Abood said. "It does us no service with consumers to create a two-tier system, using terminology that makes no sense to them."

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... acquisition, stating that the firm is pleased to back GBST in its ongoing expansion strategy, which focuses on delivering top-tier cloud-based solutions. Likewise, DeDominicis said: "The acquisition of WealthConnect provides GBST with a complementary ...

Mantis to distribute Isola Fullerton fund

CHLOE WALKER  |  THURSDAY, 20 APR 2023
... diversified portfolio across strategies and vintages of best-in-class fund managers. Even for large institutions, accessing the top tier of investment managers can be challenging." "We are delighted to partner with Mantis to bring our capability to the ...

Soul Patts gives $200m to Pengana offering

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... "We are excited to partner with Pengana to provide Australian investors with a differentiated opportunity to invest in top-tier global private credit." "We are highly impressed by the portfolio's investment strategy, the access to investments and expertise. ...

Finfluencer barred from running online advice business

CHLOE WALKER  |  FRIDAY, 14 APR 2023
The Federal Court has said Tyson Scholz, otherwise known as ASX Wolf, cannot continue his online business, with permanent injunctions placed on the finfluencer. Late last year, the Court found Scholz had contravened s911A of the Corporations Act by ...

Challenger launches $250m unsecured note offer

ANDREW MCKEAN  |  TUESDAY, 7 MAR 2023
... offer, which includes both a New Money Offer and a Reinvestment Offer, will be used to fund a subscription for Additional Tier 1 Capital for Challenger Life and to refinance the Challenger Capital Notes 2. The notes are non-cumulative, convertible, transferable ...

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
Consumer bodies have criticised the Quality of Advice Review's final report, saying the proposals create a two-tier system whereby poorer Australians will only be able to access conflicted advice. Super Consumers Australia director Xavier O'Halloran ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
... capacity," AZ NGA chief executive Paul Barrett said. "McLean Delmo Bentleys offers both. They are a clear leader in the mid-tier accounting space, and this is a significant and important deal for us." Barrett added: "This business has been around for ...

HUB24 appoints chief people officer

CASSANDRA BALDINI  |  THURSDAY, 2 FEB 2023
... professional with a depth of experience and expertise," she said. "Over the years David has built extensive relationships with top tier accounting, auditing, SMSF administration and financial planning firms by helping these businesses to embrace and ...

Altis Property Partners secures $600m

CASSANDRA BALDINI  |  THURSDAY, 17 NOV 2022
... investment management and capital James King said the firm is delighted to have secured significant backing from "two top-tier global institutional investors." "In a post-COVID, post low-interest rate underwriting environment, the ongoing re-pricing ...