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Showing 1041 - 1050 of 13338 results for "adviser"

JBWere restructures, chief executive exits

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... the few female leaders in a wealth management firm, and there's not enough women in this industry, particularly in adviser roles. Being in this role gives me an opportunity to be a voice," she said. "It has put me into a position where, not only ...

Former adviser charged with dishonest conduct

KARREN VERGARA  |  TUESDAY, 19 NOV 2024
A former Shaw and Partners financial adviser has been charged with 26 counts of dishonest conduct in relation to the provision of financial services. Former Brisbane-based financial adviser Kristofer Ridgway appeared at Southport Magistrates Court in ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and risk advice, and has four advisers, eight support ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
Fintech firm elemnta has released new research looking at data-related challenges impacting Australia's wealth management sector. The research highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable ...

Morningstar names director, manager research

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
Morningstar Australasia has appointed a TCorp investment leader to spearhead its qualitative research on Australian and New Zealand fund managers. Eva Cook has joined the firm as director, manager research. Originally from France, Cook has over 25 years ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... typically changing their retirement plans and contributing more into superannuation, rather than consulting a financial adviser. "Something that we're seeing, in the broader sense of financial advice, the appetite for financial advice or guidance has ...

ASIC escalates super fund enforcement in 2025

KARREN VERGARA  |  FRIDAY, 15 NOV 2024
ASIC warned it will turn up the heat on superannuation funds by adding new enforcement priorities and flagging that it will hold directors on trustee boards to the same standards as those in big companies. While the corporate regulator heightened its ...

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
Colonial First State (CFS) has partnered with Care and Living with Mercer to help CFS members access aged care information to assist in selecting suitable care options. The guidance and advice service will be available as a discounted member benefit ...

Fair Work ruling, ASIC put offshoring arrangements on notice

KARREN VERGARA  |  THURSDAY, 14 NOV 2024
Fair Work Australia's (FWA) recent ruling in favour of a Philippines-based worker to bring an unfair dismissal case against the former employer could serve as a warning for financial services firms who rely on offshoring, as the corporate regulator ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
Colonial First State (CFS) has added new options to the CFS Edge platform and Accelerate Series. T.Rowe Price, CBRE Investment Management, ClearBridge, and Lazard Asset Management can now be found on CFS Edge. This takes the total number of managed ...