Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 6 of 6 results for "Next Generation Advice"

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... July 2023 and January 2024. ASIC said it was aware authorised representatives from Interprac Financial and Next Generation Advice recommended clients move their money to Shield. McQueen's ban took effect on June 14. ASIC said it understands that since ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the Shield Master Fund. About $100 million of investor money has allegedly disappeared. ...

Queensland-based financial firm loses AFSL

MATTHEW WAI  |  FRIDAY, 25 OCT 2024
... service licence (AFSL) following its failure to comply with licensee obligation. ASIC revoked the AFSL of Next Generation Advice (in liquidation) (Next Gen) after the Queensland Supreme Court ordered the company be wound up on August 23. ASIC specified ...

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI  |  MONDAY, 9 SEP 2024
... representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the Shield Master Fund. ASIC launched an investigation in February to halt new ...

AMP's Ipac unveils Next Generation Advice program

LAURA MILLAN  |  MONDAY, 2 DEC 2013
Ipac has started to implement Next Generation Advice, a program designed to improve communication with clients and to deliver consistency across the group's practices all over the country. The AMP-owned dealer group has appointed Matthew Fogarty as ...

IRESS launches UK wealth management division

RACHEL DAVIS  |  TUESDAY, 15 NOV 2011
... Bankhall Group (SBG) have entered a long-term strategic supply agreement where XPLAN will be deployed as SBG's next generation advice platform. Following a review of global solutions, incorporating a formal tender process, SBG selected IRESS' wealth ...
PAGE:
1