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Showing 91 - 100 of 8204 results for %22Financial advice%22

Fiducian reports strong first half, flags growth plans

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2024
... already up to $13.1 billion when also accounting for January; it has more than doubled in the last five years. "The financial results for the half-year once again demonstrate the resilience of Fiducian's ability to manage economic uncertainties," the ...

Too many Aussies eligible for wholesale products: FSC

ANDREW MCKEAN  |  TUESDAY, 13 FEB 2024
... the important role of wholesale products in capital markets, and the need to maintain consumer protections in financial advice," FSC chief executive Blake Briggs said.

Prime to acquire boutique fund manager

KARREN VERGARA  |  MONDAY, 12 FEB 2024
Prime Financial Group is set to acquire a boutique alternatives asset manager and will pay up to $4.5 million. The ASX-listed firm entered into an agreement to buy Altor Capital which has a staff of seven based in Brisbane. Prime will pay an initial ...

Colonial First State launches new offering to advisers

CHLOE WALKER  |  MONDAY, 12 FEB 2024
Colonial First State (CFS) has unveiled CFS 10X, a new offering designed to help ambitious financial advice practices grow. CFS 10X aims to support the advice community by offering a calendar of dedicated events and webinars. The program is divided ...

Advice reforms can solve retirement income challenges

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
Opening up superannuation funds to more comprehensive financial advice could help solve some of the retirement income challenges Australians face, according to the Actuaries Institute. In its submission to the Retirement Phase of Superannuation consultation ...

ASIC chases 757 adviser registrations

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
... contravened a civil penalty provision. Phil Anderson, the general manager policy of advocacy and standards at the Financial Advice Association Australia (FAAA), told a recent Financial Standard podcast that the most important aspect about the new regime ...

Insignia Financial names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
Scott Hartley will succeed Renato Mota as chief executive of Insignia Financial, effective March 1. The appointment follows weeks of speculation, during which time Hartley was tipped most likely to nab the role. It will be a return of sorts for Hartley ...

Aware Super restructures executive team

ANDREW MCKEAN  |  WEDNESDAY, 7 FEB 2024
... will take on a newly created role dedicated to optimising Aware Super's investment in digital technology and financial advice, to ensure "maximum alignment" between the fund's service experience and members' diverse needs. Before joining ...

Novigi completes QMV Solutions deal

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2024
... including the latter's Investigate DQ software, for an undisclosed figure. Novigi delivers data and technology services to financial services companies including Mercer, Link and Vanguard Super. It said QMV Solutions is a complementary business that ...

Vale Jason Milosevski

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... executive Jason Milosevski, who sadly passed away over the weekend, aged 43. Milosevski was a fixture of the financial advice landscape for more than 20 years, building a vast network through business development roles with AXA, AMP, and Zurich. In 2015 ...