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|Showing 1 - 10 of 91 results for "Lonsdale"|
|... part of MLC. Other IOOF-owned licensees ended the period with the following figures: RI Advice (264), Millennium3 (242), Lonsdale (119) and Shadforth Financial Group (137) and Bridges Financial Services (193). This makes IOOF the largest licensee after ...|
|... advisory firm. It previously operated under AMP's Charter Financial Planning. DMCA Advisory, which used to be part of Lonsdale and IOOF, has shifted to the Count Financial network. DMCA Advisory director Tania Tonkin said: "We chose Count Financial due ...|
|... Financial Services and MLC Advice service high-net-worth clients. The self-employed segment comprises RI Advice, Millennium3, Lonsdale and Consultum Financial Planning, as well as TenFifty and Godfrey Pembroke. Finally, its adviser services unit comprises ...|
|... out further action as more information comes to light about the root causes of these breaches," APRA deputy chair John Lonsdale said. Macquarie acknowledged the new requirements and said it has a number of programs in place to strengthen capital and ...|
|... remain in place until Westpac completes its remediation under the CEU to APRA's satisfaction. APRA deputy chair John Lonsdale said: "Although the investigation has not found evidence of breaches of the Banking Act or the BEAR, APRA remains determined ...|
|... implementation of its transformation programs is integral to any decision to remove the add-on. APRA deputy chair John Lonsdale said the CEU will ensure the deficiencies that prevailed within Allianz for several years are finally remediated. "It also ...|
|... self-employed advice mode l (893 of 1546). About 292 advisers are in professional services model, from places such as Lonsdale, Millenium3 and RI Advice. Lastly 361 are in the self-licensed model. "If you look at where we are now, it's clear that ...|
|... that Westpac did not have the means to effectively address wide-ranging risk governance gaps. APRA deputy chair John Lonsdale described the undertaking with Westpac as a "serious step that indicates the severity of the situation". "The integrated plan ...|
|... was down 55 advisers, PricewaterhouseCoopers Securities went from 56 to just two financial advisers during the year and Lonsdale also shed 44 advisers. Meanwhile, Lifespan Financial Planning appears to have been the biggest winner of the many moves. ...|
|... will assess the plan and provide an update to APRA within 15 days from the end of each quarter. APRA deputy chair John Lonsdale said entering into a CEU is a "serious step that indicates the severity of the situation." "The integrated plan required by ...|
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After four months of due diligence, the two super funds have confirmed they will merge before the end of the year.
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The $179 billion sovereign wealth fund has promoted internally to appoint a deputy chief investment officer for portfolio strategy.
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The alarming rate that financial advice is increasingly becoming unaffordable for everyday Australians further cements the position of the rich and powerful, an inquiry heard this morning.
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The Sydney multi-boutique has appointed a Queensland-based distribution director, hiring from GSFM.
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