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Showing 1011 - 1020 of 10439 results for "Advice"

Aware Super closes fixed interest fund

ELIZA BAVIN  |  TUESDAY, 16 JUL 2024
... tax parcelling methods themselves to calculate their own capital gains or losses. "We recommend you seek independent tax advice, based on your personal circumstances, to help you understand your tax parcelling options," the super fund said.

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
... (PDG) to consolidate operational and AFSL services to create a new entity providing back-office services to their financial advice networks - but it fell through. Early this year, Clime avoided a board spill whereby major shareholder Torres Industries ...

Hostplus nabs top JANA executive

ELIZABETH FRY  |  FRIDAY, 12 JUL 2024
... it is understood he will take on the role of property research lead. At JANA, his role included providing research and advice on unlisted and listed funds, domestically and internationally. Additionally, his role includes researching and reviewing real ...

AFCA caps Dixon claimants at 2773

KARREN VERGARA  |  FRIDAY, 12 JUL 2024
... million as the Australian Financial Complaints Authority (AFCA) caps the total number of complainants at 2773. The Financial Advice Association Australia (FAAA) calculates that the financial advice sector will have to fund $135 million of these claims. ...

'Growing revenues, not AUM, is the new name of the game': ISS

ANDREW MCKEAN  |  THURSDAY, 11 JUL 2024
... private structures," the report said. "Still others may opt to capture value throughout the value chain, as partners with advice providers or as distributors/wealth managers themselves. And some will leverage technology to shore up their own value chains ...

Australia climbs global wealth ranks

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... baby boomer generation ages, reinforces the need for investors to build a long-term wealth plan and to get the correct advice." The UBS report comes as the Productivity Commission (PC) released a new report showing Australia performs well on income mobility. ...

Adviser queries jump 40%: AMP

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... contributions, transfer balance caps, dealing with a death benefit and home ownership issues, according to the latest data from AMP Advice. TapIn, AMP Advice's technical service for its advice network, received over 6800 calls and email queries from ...

Insignia Financial overhauls operating model, executive team

JAMIE WILLIAMSON  |  THURSDAY, 11 JUL 2024
... will centre around four dedicated lines of business: asset management, superannuation (Master Trust), wrap platform and advice. "Each business line will be led by an executive with end-to-end accountability to drive positive sustainable growth and profitability ...

Inflation pummels adviser pay by 20%

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2024
... failed to beat inflation for more than 20 years, going backwards by 20%, according to a recruiter. An analysis by Recruit 2 Advice found that since 2000, advisers' salaries increased 1.9% annually or 2.8% averaged for inflation. In dollar terms, advisers ...

Adviser permanently banned for faking qualifications

JAMIE WILLIAMSON  |  TUESDAY, 9 JUL 2024
... further found he misled 24 clients, claiming to have met the education requirements when he provided them with personal advice. Vee worked with Cojag from October 2021 to December 2021 and then again between March 2022 and March 2023, however the ASIC ...