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Showing 1061 - 1070 of 9496 results for "Advice 2.0"

Generation Development Group corrals complete ownership of Lonsec

ANDREW MCKEAN  |  TUESDAY, 23 JUL 2024
Generation Development Group, the parent company of Generation Life, which recently acquired the remaining stake in Lonsec, has reported a $673 million increase in funds under management (FUM) over the last financial year. Generation Life received over ...

Insignia Financial flags more remediation ahead

JAMIE WILLIAMSON  |  MONDAY, 22 JUL 2024
Insignia 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
Treasury has opened consultation on reforming the registration framework for tax practitioners, reviewing the key areas of education, qualification, and experience requirements. The consultation is part of the government's response to the PwC tax ...

Brighter Super posts 9.07% returns for its default option

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
Brighter Super announced double-digit returns in its Balanced and Growth accumulation options and 9.07% for its default MySuper option. The Balanced accumulation option returned 10.57% and the Growth accumulation option delivered 11.91%, for the year ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
The Australian Securities and Investments Commission (ASIC) has banned Queensland-based financial adviser Anass Abdalla. ASIC said Abdalla has been banned from providing any financial services, performing any function involved in the carrying on of ...

REI Super returns 9.34% in FY24

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JUL 2024
The real estate industry super fund's MySuper option returned 9.34% last financial year. The results come as it launches a new growth investment option. REI Super chief executive Jarrod Coysh described the fund's performance for the year as a great ...

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 ...

BitConnect promoter hit with good behaviour

KARREN VERGARA  |  TUESDAY, 16 JUL 2024
The promoter of BitConnect who pleaded guilty to spruiking a fraudulent scheme has been handed a good behaviour order and escaped jail time. The District Court of New South Wales ordered John Bigatton on good behaviour for three years, starting from ...

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
Clime Investment Management chief executive Annick Donat is exiting shortly after the ASX-listed firm announced an overhaul of its business model. Donat said she decided to step down after three years in the top job. Her final day is July 31. Before ...

Hostplus nabs top JANA executive

ELIZABETH FRY  |  FRIDAY, 12 JUL 2024
The $110 billion industry fund that looks after hospitality workers has snared a senior property executive from JANA Investment Advisers. Chris Cawson jumped to Hostplus two weeks after the asset consultant lost its infrastructure head to the industry ...