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Showing 1081 - 1090 of 10527 results for "Advice"

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... Management. Clearwater Portfolio Management handed Clime $240 million to help manage the funds on behalf of Victorian financial advice group DMG Financial Planning. Clearwater, a boutique multi-manager based in Sydney, manages the DMG Diversified Portfolio ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... fully enjoy their post-working years. This can be achieved through better access to lifetime income solutions and financial advice, improved financial literacy at all ages, and a simplified retirement system," he said. "Most importantly this confidence ...

Trend among young Aussies highlights need for affordable advice

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... (ASFA) has released new research highlighting that young Australians are increasingly relying on social media for financial advice. ASFA said a major concern with this trend is the growing risk of falling victim to financial cybercrime. "We commissioned ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
... Active & Ethical Financial Solutions trading as Vivid Advisory under Build Your Wealth's AFSL. ASIC said Luff's advice to clients in relation to the Storehouse Trust was "not appropriate or fit for purpose and that there were conflicts of interest ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
... opportunities abound and there is cause for optimism as the industry reaches a tipping point. To be successful in the future, the Advice 2030: The Big Shift report, co-written with Iress, urges advisers to act now on seven megatrends that will impact ...

Insignia Financial looks to slash redundancy entitlements

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2024
... its remediation bill significantly to cover the fine as well as other remediation activities related to poor financial advice, which was identified through assessments conducted on those within its self-employed adviser channel. "That's money that ...

Australian Retirement Trust restructures leadership team

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... recruited as chief of retirement, responsible for ART's retirement strategy, including product, service model, and advice. Additionally, Rod Greenaway, chief technology officer, will now report into Vincent. Stevhan Davidson, who has served as chief ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... and excellence in wealth management," offering clients access to a broad range of investment opportunities and strategic advice. It added that the partnership underscores an increasing demand for advanced investment solutions in the wealth management ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... AFSL in FY24. The five AFSLs attracting the lion's share were Alliance Wealth, Interprac, Shaw and Partners, Synchron Advice, and Charter Financial Planning. Rainmaker calculated a total of 15,825 financial advisers registered with ASIC, down 1.6% ...

Generation Development Group corrals complete ownership of Lonsec

ANDREW MCKEAN  |  TUESDAY, 23 JUL 2024
... the opportunity and potential growth of the lifetime annuities market as we continue to invest and educate the financial advice market to the new era of investment linked lifetime annuities and how this will lead to better retirement outcomes in comparison ...