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Showing 1 - 10 of 2977 results for %22Financial Planner%22

Litigation funder disputes AMP BOLR settlement

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... Funder's Entitlements" as it depends on several matters that include an assessment of the reasonableness of Equity Financial Planners' (the lead applicant in the BOLR class action against AMP Financial Planning) legal costs and disbursements ...

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
... advice best practice team. He has been at ART for over two years but spent 15 years at QSuper, most recently as a financial planner and manager in advice operations. "Combined, Erick and Evan bring an incredible 45 years' expertise in financial services ...

Antipodes acquires boutique manager

KARREN VERGARA  |  MONDAY, 29 APR 2024
... taken on the role of investment director for Asia at Antipodes. Wu co-founded the firm in 2005 with his veteran financial planner father Simon after seeing demand from Chinese-Australian clients about access to their homeland's investment markets. ...

Sequoia chief's job at stake in upcoming EGM

ANDREW MCKEAN  |  FRIDAY, 26 APR 2024
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole. Sequoia was earlier this month informed by a group of shareholders, that collectively ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... "... this partnership enhances our ability to respond to the urgent need for cost-effective, high-quality, integrated financial advice across Australia and New Zealand," Findex chief executive Matt Games said. "Our scale and record of outstanding investment ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
Investment Trends research has revealed 11.8 million Australians have unmet financial advice needs, with high or unclear costs cited as the main obstacles. The research firm's latest Financial advice report indicated persistent barriers to accessing ...

Canna Campbell slapped with $114k legal bill

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... respondents were entitled to use the trademark for $60,000 without Ms Korolak 's licence." "As a licensed financial planner and member of Financial Advice Association Australia (FAAA), Ms Campbell is bound by a Code of Conduct to act with integrity ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ...

WAM Leaders to make bid for QV Equities

CHLOE WALKER  |  WEDNESDAY, 31 JAN 2024
... also increase WAM Leaders' relevance in the market by improving broker and research coverage, increasing interest from financial planners and gaining additional access to market opportunities..." WAM Leaders expects the company's net assets to increase ...
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