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Showing 1001 - 1010 of 13232 results for "adviser"

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
... across Australia more than $3.5 trillion will change hands over the next 20 years. It is important to us to enable our adviser and licensee network to engage with these new segments and the next generation of clients in new and innovative ways."

ASIC bans adviser who misled TPB

JAMIE WILLIAMSON  |  WEDNESDAY, 9 OCT 2024
ASIC banned a financial adviser who was found to have lied to the Tax Practitioners Board (TPB) to remain registered and provided advice to clients despite being unable to manage his own tax affairs. John Hazell, formerly managing director of Richmond ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Award are Teneale Laister, Alman Partners; Bianca Musico, Warr Hunt; and Scott Quinlan, Solace Financial. For the FAAA Adviser of the Year, Melinda Brown, UniSuper Advice; John Cachia, Thriving Wealth; and Rebecca Pritchard, Rising Tide Financial Services ...

Charges dropped against Macquarie adviser

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
Charges against a former Macquarie financial adviser, including five counts of fraud, have been dropped. The Brisbane Magistrate's Court dismissed all 27 charges laid against Warren Scott Acworth on October 3 after the Commonwealth Director of Public ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
Pride Advice has acquired two firms, flagging there is more "room for growth to come." The acquisitions of Adelaide-based Flexible Lifestyle Solutions and Serious Money have expanded Pride Advice's team from four to 11 advisers and to 30 supporting ...

ANZ, OnePath settle $50m class action

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
ANZ and OnePath superannuation customers may be entitled to get their super back after Slater and Gordon secured a $50 million class action settlement. The no-fault settlement was reached with ANZ and its former subsidiaries, OnePath Custodians (OPC) ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
Private wealth adviser Craig Roberts of Elston Private Wealth in Queensland has been awarded the Gwen Fletcher Memorial Award for the second semester of 2024 by the FAAA. The award recognises the highest performing student in the Certified Financial ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... Stantins into the future and we look forward to supporting them in their business growth endeavours." According to AMP, adviser satisfaction remains strong at 80% for the quarter and it is "a result driven by improved support service levels, as well ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
MUFG Pension & Market Services has acquired 100% of financial software Moneysoft, with plans to integrate the technology into its retirement product portfolio. Moneysoft has become part of the Retirement Solutions business at MUFG Pension & Market Services ...