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Showing 1 - 10 of 71 results for %22Merit Wealth%22

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... adviser Shivdeep Jaidka after he failed to provide appropriate SMSF advice. Jaidka most recently was an adviser at Merit Wealth under Diverger from October 2022 to June 2023. Before that Jaidka was with the SMSF Advisers Network, The SMSF Expert, and ...

Perpetual rebuffs Soul Pattinson takeover offer

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... its shareholders. Perpetual acknowledged that while its businesses have periodically garnered market attention, there is "merit to exploring the separation of Perpetual's businesses as part of a strategic review." "The board remains focused on exploring ...

Peter Costello steps down from Future Fund

ANDREW MCKEAN  |  MONDAY, 9 OCT 2023
Peter Costello has informed the government he will not pursue a third term as the chair of the Future Fund. A formal, merit-based search is now underway for a new chair of the $250 billion sovereign wealth fund, with the government viewing future board ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... licensing, network infrastructure and technology services, portfolio services and accounting solutions. GPS Wealth, Merit Wealth, Paragem, AFSL Compliance, Priority Networking, DWA, Care Portfolio, Tax Banter and Knowledge Shop are the brands that Diverger ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... contributions. "Retirees should only be making short-term sacrifices to shore up their longer-term lifestyles, not to maximise the wealth they can pass on," Stephan Independent Advisory director and financial adviser James Stephan reinforced. A final ...

Nader Naeimi promoted at GIC

ELIZABETH FRY  |  FRIDAY, 3 JUN 2022
The well-known former AMP Capital executive has been made managing director at the Singapore sovereign wealth fund. Nader Naeimi, who was at AMP Capital for more than 20 years, is now managing director, portfolio manager and head of multi-asset, global ...

AvSuper marks strong EOI response, adds to board

JAMIE WILLIAMSON  |  MONDAY, 28 MAR 2022
... strategic planning and fund mergers, expertise that will come in handy as AvSuper considers its options. "David brings us a wealth of experience in the superannuation industry and we are sure he will contribute greatly to AvSuper's board," Sykes said ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... flat $1.8 million in statutory net profit for the same period. The wealth solutions division comprises GPS Wealth, Merit Wealth, The SMSF Expert and Paragem, which was acquired in February 2021. The unit's net revenue grew 30% year on year to $7.5 million. ...

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... $1.2 billion - the highest liability among the major financial institutions. While NAB Financial Planning and NAB Private Wealth have remediated most of this amount with respect to fees for no service misconduct, NAB's former subsidiaries have not. ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... participants are Vincent O'Neill, chief executive of Stanford Brown, and Neil Younger, managing director of Fortnum Private Wealth. Representatives from industry heavyweights BlackRock Australia, BT Financial Group, HUB24, Macquarie, Mercer, MLC ...
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