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Showing 1071 - 1080 of 10439 results for "advice"

Block Earner dodges massive fine

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2024
... nor understood that the Earner product was a managed investment scheme or an investment facility." Karaboga also sought advice from the company's head of risk and compliance and received legal advice from Gilbert & Tobin before launching the Earner product. ...

Retiree dilemma: Supporting children or preserving lifestyle?

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... built in a number of ways, including increasing financial literacy and knowledge through education resources and financial advice, and through the use of solutions that provide greater assurance on lifetime income," he said. Given retirees' attachment ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
Four financial advice firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves ...

HESTA pushes for expediated advice reforms

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... members want to engage with their superannuation, leading it to urge the government to release tranche two of the Quality of Advice Review reforms. The $89 billion industry fund noted a strong demand for digital tools for retirement planning. HESTA reported ...

Equip Super names chief experience officer

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... for members. Cameron said at the time that the newly created CXO position brings together the member office and financial advice teams. Charlie Yanni was acting CXO in addition to his job as chief growth officer while the fund searched for a candidate. ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... the depth of knowledge, skills and professionalism we have within the financial planning industry," he said. Financial Advice Association Australia (FAAA) chief executive Sarah Abood said: "I congratulate Nathan on persevering with his studies alongside ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... at Viridian as an executive financial adviser last November. Before that he spent over 20 years at Westpac leading the advice team in its commercial and private bank. Fuchs recently left Viridian to join Freshwater in March, while Harris was an adviser ...

AFCA to expel Dixon Advisory

KARREN VERGARA  |  THURSDAY, 30 MAY 2024
... the member being expelled." AFCA received a total of 2492 complaints related to DASS at the end of April. The Financial Advice Association Australia (FAAA) chief executive Sarah Abood said the membership has been extended twice despite the fact the company ...

Market pessimism over Insignia 'overblown'

ELIZA BAVIN  |  WEDNESDAY, 29 MAY 2024
... better features and lower fees is growing. Its platform market share looks to be steadying from consecutive declines. The advice business achieved EBITDA profitability in first half fiscal 2024 after five halves of losses," Ler said. "The odds of multiple ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... Once they transition, Infocus will be home to more than 210 advisers. Infocus will have some $16 billion in funds under advice and $210 million of in-force risk insurance premiums. "Infocus will be excellent custodians of the Madison business. It is ...