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Showing 51 - 60 of 9375 results for %22FS Advice%22

ASIC prevails in landmark case against BPS Financial

ANDREW MCKEAN  |  MONDAY, 6 MAY 2024
... Corporations Act by operating without an AFSL and lacked authorisation from a licence holder to issue or provide financial advice about the Qoin Wallet for most of the period since January 2020. BPS was found to have engaged in deceptive practices, falsely ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... right provider to support its growth ambitions in a scalable and reliable way and drive efficiencies. Count group head of advice Andrew Kennedy said Xplan was re-selected based on its depth, efficiency, and productivity. Count has been an Xplan client ...

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
Australian Retirement Trust (ART) has revamped its advice, guidance and education team and created two new leadership roles. ART executive general manager for advice, guidance and education Anne Fuchs said the new team structure will best position the ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... easier for all our business partners." Count finalised the acquisition of Diverger back in March, bringing its funds under advice to $29.9 billion. Count paid $1.3651 for each Diverger share following a 99.97% approval from shareholders in January. The ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... team from Elixir Consulting, which VBP acquired last year. VBP is focused on providing outsourced solutions to financial advice, accounting and associated services firms. Due to start in the new role later this month, Jacobsen was managing director of ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice. ...

Almost one third fail adviser exam

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... or 92% of candidates who have sat the exam have passed, demonstrating they have the skills to apply their knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam, ASIC said. "This is the first exam ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content ...

Perpetual confirms KKR acquisition talk

JAMIE WILLIAMSON  |  MONDAY, 29 APR 2024
... Perpetual had hoped to announce the deal last Wednesday during its quarterly market update but delayed doing so on the advice of its advisory team. At 10am today, Perpetual entered a trading halt, citing a further announcement. Approximately one hour ...

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... cost-of-living as significantly impacting retirement happiness and their view of financial security. Minney said professional advice and increased financial education were crucial to empower safe spending and confidence. "There is a clear need for some ...