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Showing 1081 - 1090 of 4380 results for "Financial advice"

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
Radar Results is seeing an uptick in demand for niche areas of financial advice, which includes risk insurance businesses. Currently, there is demand from buyers for complete licensee groups with between 50 to 200 authorised representatives. Another ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
... Ben's calibre and seniority join our team as we continue to build Warakirri's relationships with family offices, financial advice practices and high-net-worth clients," Warakirri managing director Jim McKay said. "Ben's strong network, coupled with his ...

BT closes self-licensee business

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... Principals' Community, will establish an independent business offering similar services and programs to self-licensed financial advice practices. A spokesperson for BT confirmed to Financial Standard that the Practice Principals' Community will ...

What super funds should know about Gen Z

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... understanding that super is the largest investment most will have. "The pandemic has made Gen Z hungry for more financial advice and investment options, but they're looking for short-term satisfaction and we're increasingly seeing this generation make ...

ASIC issues warning to finfluencer sponsors

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... is warning corporations that pay finfluencers to advertise products and services about potential breaches of financial advice laws. ASIC commissioner Cathie Armour said some listed companies are flocking to finfluencers for a fast and effective way to ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... Alliance subsidiaries have adopted Iress' advice fee consent solution. Matrix Planning Solutions and ClearView Financial Advice will be able to capture fee consent for ongoing service fee agreements via Xplan. They join Colonial First State, which ...

MLC Life expands retail distribution leadership

JAMIE WILLIAMSON  |  TUESDAY, 9 NOV 2021
... and regulatory change. Marquet has held several senior financial services roles, including having served as AMP Financial Advice's technical advice manager and Kaplan's head of professional development. MLC Life's general manager of retail distribution ...

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
... Financial Planner Certification Unit for each semester, with demonstrable dedication to providing high-quality financial advice. Buda was working from home and completing her studies during lockdown, all while caring for young children. "It was a challenging ...

ASIC outlines ROA guidance

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
... needed when an adviser changes licensee. "This is the first of ASIC's initiatives developed in response to the financial advice industry's recent feedback on our consultation to improve consumers' access to affordable advice. We expect this practical ...

E&P Financial Group hit with class action

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... action against E&P Financial Group and its former chief executive Alan Dixon for allegedly providing conflicted financial advice and engaging in misleading and deceptive conduct. The law firm has taken Dixon and E&P Financial Group (EP1) to the Federal ...