Search Results | Showing 91 - 100 of 11992 results for "Adviser" |
| | Former financial adviser Shivdeep Jaidka is under ASIC scrutiny; the corporate regulator has accepted a court-enforceable undertaking from him. After reviewing the financial services provided by Jaidka, ASIC found he failed to adhere to s961B and s961G ... |
| | | ... the remediation programmes," he said. Insignia said the establishment of the new Rhombus Advisory is progressing, with adviser sentiment positive. It is on-track for profitability and separation this time next year, it said. Meanwhile, a deal to sell ... |
| | | ... no one-size-fits-all product for retirement. We need policies and deliver choice, informed options, and the advice and adviser network to deliver the very best outcomes in retirement. Self-managed super funds are an integral part of that choice," he ... |
| | | ... the remaining option were. Requesting 138 individual advice files for review, ASIC identified 50 who were linked to an adviser but had no ongoing adviser relationship and had not received any advice for at least two years. Of these, 33 indicated they ... |
| | | According to Class general manager, growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference ... |
| | | ... circumstances of the individual," she said. In recent years, ASIC's review of SMSF advice uncovered inappropriate advice, adviser fraud and dishonesty to the detriment of trustees. Some cases have resulted in criminal charges. Sciacca named one example ... |
| | | The SMSF Association announced that Scott Hay-Bartlem has been reappointed as its chair and will serve another two years. Hay-Bartlem joined the association as a director in July 2019 and was appointed chair in February 2022. With a background in law ... |
| | | Reforms underway to expand financial advice will have positive ramifications for the SMSF and APRA-regulated sectors as it will ultimately uplift outcomes in the retirement phase for all Australians, industry experts say. The first day of the annual ... |
| | | ... ACT. Janus Henderson head of Australia Matt Gaden said that Cassidy is a "vital addition as we continue to enhance our adviser relationships, reinforce our strong foothold in Australian fixed income, and strengthen our global equities capabilities in ... |
| | | Count Limited (Count) increased its revenues by 6% over the six months to December 31, while increasing its statutory profits by 135%. The group's latest half-year results indicate its underlying EBITA is up by 9% to $5.436 million and statutory profits ... |
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