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Showing 1 - 10 of 14 results for atkinson

Diverger aims to increase profits via scalability

CASSANDRA BALDINI  |  THURSDAY, 24 AUG 2023
... established the advice equity partnership model, completing two investments into McGregor Wealth Management Pty Ltd and Atkinson Saynor Private Wealth. Diverger announced a slight increase of 2% on its normalised EBITA which shifted to $6.9 million from ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
Diverger acquired a stake in Melbourne-based Paragem advice firm Atkinson Saynor Private Wealth, using its transitional equity model. Earlier in the year, the firm highlighted the importance of more transformational transactions and said this would ...

Pershing convicted for client breaches

ANNABELLE DICKSON  |  THURSDAY, 6 AUG 2020
... into a client money account and AFS licence holders can only make payments out of a client money account. Magistrate Atkinson said it was Pershing's responsibility to ensure that there were systems in place that reflected what was required by law. "There ...

CommInsure cops $700k hawking fine

HARRISON WORLEY  |  THURSDAY, 28 NOV 2019
... effective from March 2019, the maximum total penalty would have been $10,962,000. In handing down her sentence, Magistrate Atkinson of Sydney's Downing Centre Local Court said there was a "significant need for deterrence" and added those who market ...

Zurich UK launches selfie app for underwriting

KARREN VERGARA  |  MONDAY, 15 JAN 2018
... £40 ($69.50) per month, when actual coverage is as little as £8 (13.90). Zurich head of consumer distribution Chris Atkinson said: "We know that many people prefer not to think about what will happen to them or their dependents if they become ill or ...

Advisers recommending imputation bonds to sidestep will worries

ALEX BURKE  |  FRIDAY, 29 JAN 2016
... to safely deliver bequests to beneficiaries, according to Austock Life head of IFA product and relationships Richard Atkinson. Imputation bonds differ to traditional entitlements because they are often specially designed to be "untouchable" in case of ...

Greens strike pension test deal with coalition

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
... guaranteed access to the Commonwealth Seniors Health Card. Austock Life head of IFA product and relationships, Richard Atkinson, said financial advisers are revisiting Commonwealth Seniors Health Card (CSHC) strategies as some senior clients start losing ...

Aged care likely to cost more after July 1

LAURA MILLAN  |  MONDAY, 17 FEB 2014
... be grandfathered, which means that the agreements will continue to be valid even after the new legislation comes in. Atkinson said that means test for aged care will be "considerably harsher" after July 1, including the value of the family home up to ...

Babson closes five CLOs

COMPANY RELEASE  |  TUESDAY, 9 MAR 2010
... join Babson Capital. They include Mark Senkpiel as portfolio manager for the funds and a managing director, Kimberly Atkinson as a director, and Alyssa Tabora as an associate director. Russell Morrison, managing director and head of high-yield investments ...

Adam Smith hires portfolio manager

COMPANY RELEASE  |  THURSDAY, 18 SEP 2008
Boutique Australian equities investment manager Adam Smith Asset Management has appointed Stephen Atkinson as portfolio manager within its small cap Australian equities team. Atkinson has been a portfolio manager at MMC Asset Management, Credit Suisse ...
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