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Showing 21 - 30 of 9315 results for "Advice"

Corporate super fund to be terminated

JAMIE WILLIAMSON  |  MONDAY, 8 APR 2024
... savings to be directed to. To assist members in doing so, MFMRF will provide up to $2000 to each member to receive financial advice, giving them until May 30 to do so. According to its 2023 annual report, the fund had mandates with Schroders, DFA Australia ...

Hejaz awards technology mandate to wealth platform

ANDREW MCKEAN  |  MONDAY, 8 APR 2024
... financial solutions to meet this community's needs," Ozyon said. Hejaz currently has $1.3 billion in funds under management and advice, catering to over 6200 clients.

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
The Joint Associations Working Group (JAWG) says new laws that enable superannuation funds to deduct financial advice fees will have the opposite effect of reducing red tape and can make advice even more unaffordable. Treasury Laws Amendment (Delivering ...

Court delays DASS class action settlement approval

KARREN VERGARA  |  FRIDAY, 5 APR 2024
... brought against former Dixon Advisor chief executive Alan Dixon and former director Christopher Brown, sought redress for bad advice provided in relation to the Masters Residential Property Fund (URF). Victims argued that Dixon financial advisers invested ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... member of the firm's equities research team and is heavily involved in manager due diligence and specialist consulting advice. Further, two members of the firm's capital markets and asset allocation team, Fisher Yu and Vivian Xu, have been promoted ...

Citi scores $13bn custody, admin mandate

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
Citi Securities Services added an ASX-listed investment manager and advice group to its client book. Citi is now custodian, fund administration and registry services provider for Fiducian Group, having completed the migration of over 1300 assets, thousands ...

A quarter of advised Australians nervous about retirement

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... retirees felt their happiness would improve with access to the right financial education, as well as support through financial advice and a regular income to enjoy a safe, stable retirement. This would empower retirees with the confidence to spend and ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
... joins us at an important time where we're focused on growth and continuing to build our offer to help quality financial advice to thrive," he said. " Following Westpac's decision to retain BT we're looking forward to the future and building a simpler ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
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 ...

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... journey, as we seize the enormous opportunity in front of us to fill the void left by the institutional exit from personal advice. We want to partner with accounting and advisory firms to deliver quality advice to more Australians." Stafford has over ...