Search Results | Showing 1 - 10 of 383 results for %22Macquarie Adviser Services%22 |
| | The Federal Court has ordered Macquarie Bank to pay a penalty of $10 million for failing to have effective controls to prevent and detect unauthorised fee transactions conducted by third parties, such as financial advisers, on customer cash management ... |
| | | BT has appointed a longstanding Macquarie executive as its next chief product officer, replacing Kathy Vincent. Annabelle Kline will take over as BT's chief product officer in May. She will be responsible for leading the platforms business, comprising ... |
| | | ... with Morningstar for just over ten years, having also worked in managed funds research and advisory in Australia for Macquarie and Lonsec. He said Michael Malseed and Simon Scott will provide day-to-day oversight on an interim basis with additional support ... |
| | | ... platform. She joined in January from Pallas Capital. She has previously worked at the likes of Vanguard, NAB, BT and Macquarie. "We welcome Samantha's strategic approach to marketing and communications and look forward to her contribution towards ... |
| | | Coastal Advice Group (CAG) has continued its expansion plans by announcing it has merged with Port Macquarie financial advice firm Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial ... |
| | | ... Charter Hall's New South Wales state manager, capital raising, and distribution. Prior to that, he spent seven years at Macquarie Group. "At the moment, we are building our product strategy for the next few years in private wealth," Weingarth said. Weingarth ... |
| | | ... February, Hong will report to Aware Super head of portfolio management Simon Warner, who joined the fund last September from Macquarie Asset Management, post its acquisition of AMP Capital's global equities and fixed income businesses. Warner himself ... |
| | | ... Prior to this, Warren spent five years with ANZ, finishing as a senior product development manager. He also worked at Macquarie Group for six years in product management, superannuation, and adviser servicing roles. In his new role, based in Sydney ... |
| | | Macquarie introduced new digital features and security enhancements on Macquarie Wrap, including account-level performance reporting and a live chat function in Adviser Online. The platform's updated account-level performance reporting functionality ... |
| | | ... authorisation was revoked. Pagliacco was found to have told prospective clients that his business could invest their funds in Macquarie Bank Cash Management accounts and guarantee them annual returns of 8%. He then was found to have used those clients' ... |
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