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Showing 21 - 30 of 8806 results for "Advisers"

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... offices in Sydney, Brisbane, and Melbourne. The sales head added that IAM is seeing significant growth in enquiry from advisers nationally, looking for a transparent way to buy income assets. "Rates have been rising and competing growth assets face headwinds ...

Court delays DASS class action settlement approval

KARREN VERGARA  |  FRIDAY, 5 APR 2024
... for bad advice provided in relation to the Masters Residential Property Fund (URF). Victims argued that Dixon financial advisers invested their money in the in-house product by not considering their best interest. Last November, E&P settled the lawsuit ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
JANA Investment Advisers has appointed a head of investments, investment trusts, and a head of diversified portfolios, investment trusts. Claire Simpson will take on the role of head of investments, investment trusts and David Schnell is now head of ...

Suncorp sells NZ life business to Resolution Life

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
... largest life insurer in New Zealand, with about 165 employees and a network of more than 180,000 customers and financial advisers. The sale includes an upfront payment of NZ$250 million at completion, with the balance plus interest due 18 months later. ...

Perennial renews contract with SS&C

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... enabled us to consolidate the investor experience to a single platform which will enhance the service experience for our advisers and clients," she said. Last month, SS&C scored regulatory approval to expand to the Middle East, opening a new office in ...

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 ...

Wealth firm gears up to change administrator

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... said. Predominantly an adviser-driven platform, he adds that it's crucial that the advantages for members extend to advisers, offering an interface with straight-through processing and the ability to run customised reports. He said these features ...

Mercer Super recruits growth lead

ELIZABETH FRY  |  TUESDAY, 2 APR 2024
... capability to deliver strong retirement outcomes for corporate super clients, their employees and associated licensees and advisers." Raynes spent 16 years with the US banking giant, with his time evenly split between looking after J.P. Morgan's ...

CSLR kicks off, 2k await compensation

KARREN VERGARA  |  TUESDAY, 2 APR 2024
... limited to four areas: credit intermediaries, such as mortgage brokers, credit providers, such as lenders, financial advisers, and general securities dealers, or stock exchange organisations. The maximum compensation amount is $150,000. One major criticism ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
Financial advisers must be mindful of the "legal uncertainty" that exists when applying the appropriate wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex ...