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Showing 11 - 20 of 8255 results for %22financial advice%22

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... chief executive of Insignia Financial's licensing and professional services businesses, will now lead Nestworth Financial Strategists. Blackford has been appointed chief executive of the group, which is backed by AZ NGA. She replaced Paul Fog, who ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... 2020 to 31 August 2022. Nabi is the founder and chief executive of Brisbane-based Guardian Group, which offers financial advice and real estate agent services. He has been a director of Guardian Group Financial Planning since 5 January 2018. Nabi previously ...

TCorp reorganises investment team

JAMIE WILLIAMSON  |  THURSDAY, 23 MAY 2024
... before moving into the lead portfolio delivery role. Before joining TCorp, Trollor spent more than four years at BT Financial Group as head of portfolio construction and sustainability, BT Investment Solutions. "The appointments underscore the depth ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... and with unmet advice needs is peaking. Only 25% of trustees without advisers are likely or very likely to seek financial advice in the future. The top three reasons people don't seek advice are that they feel they can manage their own finances, they ...

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
ASIC has released new guidance for financial advisers who could potentially qualify as experienced providers and skip further education and training. The regulator today released Information Sheet 281 FAQS: Relevant providers - Accessing the experienced ...

BitConnect promoter pleads guilty

KARREN VERGARA  |  MONDAY, 20 MAY 2024
... fraudulent cryptocurrency scheme. John Bigatton promoted BitConnect, an online cryptocurrency platform that offered a financial product known as the Lending Platform on social media and seminars across the country. Bigatton faced the Sydney District ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... Queensland, and Western Australia in June of last year. He brings extensive experience in life insurance and financial advice to the role. Prior to NEOS, Leonard was national manager of operations at Affinia Financial Advisers for two years. Before that ...

Social media influencers charged for promoting shady investments

ANDREW MCKEAN  |  FRIDAY, 17 MAY 2024
... @holly_fxtrends, to their collective 4.5 million followers. This now-deleted account was doling out advice on trading complex financial instruments without proper authorisation. The UK's Financial Conduct Authority (FCA) alleges that between 9 May ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
The stoush over who should control Sequoia Financial Group takes another turn as chief executive Garry Crole and non-executive director Kevin Pattison call upon the Takeovers Panel to intervene in their potential ousting. Crole and Pattison, on behalf ...