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Showing 1 - 10 of 1348 results for "Grant"

AUSIEX launches cash account for advisers

RIDDHIMA TALWANI  |  TUESDAY, 7 JUL 2026
... advisers to reduce unnecessary steps in trading and cash administration," AUSIEX head of product and customer experience Brett Grant said. "Inefficient cash and trading processes is costing advisers and their clients valuable time - reducing both trading ...

Block Earner found to have offered an unlicensed financial product

MATTHEW WAI  |  THURSDAY, 18 JUN 2026
ASIC has successfully appealed a ruling against Block Earner in relation to its fixed-yield digital asset-related product (Earner), which was previously not deemed a financial product. The High Court of Australia has unanimously found that Earner was ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
... Capstone Financial Planning will continue to operate under its own name and will continue to be led by its managing director Grant O'Riley. Capstone authorised representatives will also continue to operate under their existing AFSL licencing arrangements. ...

Natixis IM country head exits to lead Evidentia Group

VINNY VUCAGO  |  FRIDAY, 29 MAY 2026
... Wright's leadership to create a "scaled and leading managed accounts business". Generation Development Group chief executive Grant Hackett said Wright's leadership had been instrument in shaping the business, while Watson brings a "proven track record ...

ASIC moves to extend managed investment scheme relief measures

VINNY VUCAGO  |  THURSDAY, 28 MAY 2026
The Australian Securities and Investments Commission (ASIC) has moved to extend relief measures applying to a range of managed investment schemes, proposing to remake six legislative instruments due to expire later this year. Under the proposal, the ...

More advisers go self-licensed to avoid associative risks

MATTHEW WAI  |  THURSDAY, 28 MAY 2026
An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

ART appoints two to board

ELIZA BAVIN  |  TUESDAY, 26 MAY 2026
... serves on the boards of Queensland Urban Utilities, CleanCo Queensland and the Royal Flying Doctor Service. Additionally, Grant Smith has been appointed, initially as an adviser to the board's Investment and Valuation Oversight Committees, facilitating ...

Future Fund executive departs after 10 years

ELIZA BAVIN  |  WEDNESDAY, 13 MAY 2026
Future Fund executive director, investment capability and intelligence, Joel Grant has stepped away from Australia's sovereign wealth fund to launch Jolly Rambler. "Having worked at the intersection of investment governance and technology, I see ...

Adviser ban stretched to 2028 in ASIC deterrence win

RIDDHIMA TALWANI  |  WEDNESDAY, 13 MAY 2026
The Administrative Review Tribunal (ART) has prohibited Stephen Rogers from being registered as a financial adviser for another three years. Melbourne-based Stephen Rogers, a representative of United Global Capital, had been prohibited from registering ...

Fintech AUDC hires former UBS director, expands senior team

MICHELLE BALTAZAR  |  THURSDAY, 7 MAY 2026
Digital payments platform AUDC has announced two senior hires, including the appointment of a former director at UBS. The Melbourne-based firm has named Jason Beale as its new head of product and operations, with a focus on expanding the group's ...
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