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| | JANA Investment Advisers has announced the appointment of Habib Chebli as director, client development. Chebli will be based in Melbourne and will be responsible for relationships with wholesale and institutional clients. He will be focused on enhancing ... |
| | | Almost 90% of surveyed auditors do not support the government's requirements to implement mandatory climate reporting and assurance on private companies, not-for-profits and companies limited by guarantee, according to a new survey. The survey was conducted ... |
| | | The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share. Rainmaker's analysis of the ASIC Financial Adviser Register (FAR) shows that the population ... |
| | | ... with the company acquiring a digital and hybrid offering from Advice Intelligence as well as Salesforce-based adviser practice management offering, WealthConnect. "Our goal is to provide cutting-edge AdviceTech that helps eliminate the advice gap being ... |
| | | ... private clients which are typically under-served, particularly in regional areas. "... Findex's model of combining best practice wealth management advice with accounting services via the one skilled multi-disciplinary firm is undoubtedly leading ... |
| | | Life insurers continue to breach their own compliance code with more than 12,000 instances recorded, yet the body overseeing their conduct fears this is likely under-reported. The Life Code Compliance Committee (LCCC) saw another increase in the number ... |
| | | JANA Investment Advisers has appointed a head of investments, investment trusts, and a head of diversified portfolios, investment trusts. Claire Simpson will take on the role of head of investments, investment trusts and David Schnell is now head of ... |
| | | ... superannuation accounts. The Downing Centre Local Court yesterday slapped the charges on David Mario Valvo while running his practice Your Financial Freedom. ASIC alleged that Valvo submitted adviser fee withdrawal forms for 12 of his clients' Wealthtrac ... |
| | | A former Consultum Financial Advisers-licensed advice practice based in South Australia has joined the Count network. Murray Nankivell, also an accounting and business consulting provider, is the latest to join the ASX-listed firm, leaving behind Insignia-owned ... |
| | | ... cover legal requirements, consequences of an investor meeting the relevant test, and the application of the tests in practice. There are currently five tests in place to determine if an investor is a "sophisticated" one. Two of the most popular are the ... |
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