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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 ... |
| | | ... equity both businesses have built over many years." Entireti now employs over 55 staff and services about 400 financial advisers nationally. Its advice businesses collectively oversee more than $30 billion in FUA on behalf of over 60,000 clients. "The ... |
| | | ... effective controls to prevent and detect unauthorised fee transactions conducted by third parties, such as financial advisers, on customer cash management accounts. ASIC chair Joe Longo said fraud controls were increasingly important and the case against ... |
| | | ... Parent company of the now-defunct DASS, E&P Financial Group, did not admit any liability, which alleged that financial advisers, when they were operating under DASS, gave bad advice that did not consider clients' particular needs or entire financial ... |
| | | ... which Sequoia acquired in 2022. These companies provide media, research, digital distribution and technology services to advisers and investors. McGowen is counterclaiming damages of more than $1.1 million, the bulk of which Sequoia said "comprises the ... |
| | | 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 ... |
| | | Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ... |
| | | AMP North inflows from independent financial advisers (IFAs) increased 22% as its platforms business' assets under management (AUM) increased to $74.3 billion. In a quarterly business update, AMP reported that net cash inflows to platforms increased ... |
| | | Praemium is feeling the pressure from financial advisers moving advice groups and transitioning their clients away from Powerwrap. In its March quarterly update, Praemium chief executive Anthony Wamsteker said the Powerwrap scheme experienced $53 million ... |
| | | ... chief executive and co-founder Greg Cook and general manager Sally Bell. It will employ 32 people including 14 financial advisers across five locations. The firms will trade under both EWM and Blue Harbour in the short term. Cook said the deal unites ... |
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