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Showing 1001 - 1010 of 10441 results for "Advice"

Australian Retirement Trust restructures leadership team

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... recruited as chief of retirement, responsible for ART's retirement strategy, including product, service model, and advice. Additionally, Rod Greenaway, chief technology officer, will now report into Vincent. Stevhan Davidson, who has served as chief ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... and excellence in wealth management," offering clients access to a broad range of investment opportunities and strategic advice. It added that the partnership underscores an increasing demand for advanced investment solutions in the wealth management ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... AFSL in FY24. The five AFSLs attracting the lion's share were Alliance Wealth, Interprac, Shaw and Partners, Synchron Advice, and Charter Financial Planning. Rainmaker calculated a total of 15,825 financial advisers registered with ASIC, down 1.6% ...

Generation Development Group corrals complete ownership of Lonsec

ANDREW MCKEAN  |  TUESDAY, 23 JUL 2024
... the opportunity and potential growth of the lifetime annuities market as we continue to invest and educate the financial advice market to the new era of investment linked lifetime annuities and how this will lead to better retirement outcomes in comparison ...

Insignia Financial flags more remediation ahead

JAMIE WILLIAMSON  |  MONDAY, 22 JUL 2024
... Financial has warned its upcoming FY24 results will be impacted by "a significant increase in remediation for legacy quality of advice" issues. In a quarterly update, Insignia Financial confirmed it is adding $135 million after tax to its remediation ...

Consultation opens on tax practitioners' registration

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... framework and/or address potential challenges. The consultation is open until August 7. Financial advisers who provide taxation advice no longer had to be registered with the TPB as of 1 January 2022. Allegro Funds acquired PwC's embattled Australian ...

Brighter Super posts 9.07% returns for its default option

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... better opportunities," Farrar said. "Alongside our focus on performance, we are committed to keeping fees low and providing advice to help our members retire confidently. And our members are reaping the rewards.'' Brighter Super chief investment officer ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... representative of the licensee, who was not working at the time, to sign documents misleading clients into thinking that personal advice had been provided by the authorised representative when it had not. "Mr Abdalla's conduct gave reason to believe ...

REI Super returns 9.34% in FY24

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JUL 2024
... as good returns and competitive costs, we have demonstrated performance in delivering personalised service and in house advice which is available to all members," he said. Looking ahead to performance in the coming years, Coysh said a newly launched ...

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
Kidmans Partners, a member of the Count network, has acquired Victorian accounting and financial advice firm Zanacorp for $2.1 million. Kidmans will pay 70% of the consideration for Elsternwick-based Zanacorp upon completion and the remainder will be ...