Search Results | Showing 51 - 60 of 5027 results for "Financial adviser" |
| | A judge has ordered financial adviser Canna Campbell to pay $113,791.50 in legal costs after she was found guilty of trademark infringement. Justice Manousaridis in the Federal Circuit Court of Australia ordered Campbell, founder of SugarMamma TV and ... |
| | | Superannuation funds will have a leg up over life insurers and banks once the federal government implements its proposal to expand financial advice. This is according to industry experts who say that super funds are in good stead to bolster the availability ... |
| | | Demographic change, virtuous consumerism, the grandparent economy, AI acceleration, and social reconnection are the five megatrends shaping the future of SMSF and financial services businesses, according to McCrindle Research principal Mark McCrindle. ... |
| | | Financial advisers should not overlook simple yet powerful strategies when it comes to protecting themselves from "rogue" clients, according to a law expert. Peter Bobbin, a consultant lawyer at Sydney-based Bobbin Lawyers, highlighted several methods ... |
| | | When it comes to incorporating artificial intelligence (AI) and big data into an financial advice practice, it's imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association ... |
| | | Former financial adviser Shivdeep Jaidka is under ASIC scrutiny; the corporate regulator has accepted a court-enforceable undertaking from him. After reviewing the financial services provided by Jaidka, ASIC found he failed to adhere to s961B and s961G ... |
| | | An extensive review of processes across superannuation trustees, financial advisers and advice licensees has found very little evidence that consumers are aware of how poorly Choice products they're in are performing, and that such underperformance ... |
| | | According to Class general manager, growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference ... |
| | | ... companies where he was a director. Today, ASIC said it accepted a court-enforceable undertaking from former financial adviser Shivdeep Jaidka after he failed to provide appropriate SMSF advice. Jaidka most recently was an adviser at Merit Wealth under ... |
| | | The SMSF Association announced that Scott Hay-Bartlem has been reappointed as its chair and will serve another two years. Hay-Bartlem joined the association as a director in July 2019 and was appointed chair in February 2022. With a background in law ... |
|