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Showing 1 - 10 of 110 results for "Member Firm"

HLB Mann Judd appoints four directors

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
HLB Mann Judd has promoted three managers across its business advisory, wealth management, and corporate tax to director level, while welcoming a new tax consulting director from EY. David Ravida, Tom Peskett, Hannah Waller, and Gaurav Vasnani have ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
Entireti has partnered with specialist wealth management and talent development platform Striver to launch a program that supports the next generation of financial advisers. The initiative will streamline high quality graduates and job seekers into ...

AFCA chief operating officer departs

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... funding model and a major IT transformation project that has integrated a modern case management system, an updated member firm portal and a new portal for consumers," Locke said. Prior to joining AFCA Untersteiner spent more than 13 years with the Australian ...

AMP BOLR litigants face lengthy payout process

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
Despite the Federal Court greenlighting the AMP Buyer of Last Resort (BOLR) lawsuit settlement amount, there is still a long way to go before financial advisers can have peace of mind with the payout process to potentially draw out to mid-2025. This ...

Advisers urgently call on Treasury to recognise degrees

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
Investment and financial advisers are coming together to pressure the federal government more than ever to make the profession more sustainable by being flexible in recognising more degrees, the Stockbrokers and Investment Advisers Association (SIAA) ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
Count has updated the expected cost synergy benefits expected to be achieved following the acquisition of Diverger. It said annualised expected cost savings had been upgraded to approximately $4 million by FY25, which is an increase from the initial ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... acquisition of accounting firms in 2023. This included acquiring Canberra-based Allan Watt Accounting in November, while member firm CP1 acquired RHA Associates, a Sydney-based accounting firm for $1,022,000. At the end of June, Count completed eight ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
AZ NGA will acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track ...

Vanguard fined for defective account statements

KARREN VERGARA  |  MONDAY, 5 JUN 2023
... affected. Consequently, Vanguard copped a US$800,000 ($1.2m) fine and a slap on the wrist. FINRA said that Vanguard as a member firm is expected to "establish and maintain a system to supervise the activities of each associated person that is reasonably ...

TPB grilled over handling of PwC scandal

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2023
Fronting a Senate Estimates hearing, the Tax Practitioners Board (TPB) said it has no plans to suspend PwC, nor has it formally considered whether the consultant breached legislative requirements to act honestly and with integrity. Appearing in Canberra ...
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