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Showing 1091 - 1100 of 4381 results for "Financial advice"

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 ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
Wealthwise continues to expand its presence, acquiring a 34-year-old financial advice firm. AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, which provides holistic financial advice, as well as lending and mortgage broking services. ...

Advice gap spurs boom in investment media

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
The gap between those who want financial advice and those who have the means to afford it is being credited for the popularity of media companies offering investment news and tips. Investment newsletter founded by Marcus Padley Marcus Today recently ...

Super advice gains traction: Research

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
While two in five Australians believe financial advice is unaffordable, more are reaching out to their superannuation fund for guidance. This is according to Investment Trends' 2021 Financial advice report, which found that only 1.8 million Aussies ...

Fiducian acquires $1.1bn advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 3 NOV 2021
Fiducian was the successful bidder for the $1.1 billion financial advice subsidiary of a national bank. People's Choice Credit Union (PCCU) has sold its financial advice business to the ASX-listed group, in a move that continues Fiducian's ambitious ...

ASIC sues timeshare company

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
Timeshare company Ultiqa Lifestyle Promotions is in the firing line for providing bad financial advice, following an investigation by ASIC. ASIC alleges that between October 2017 to March 2019 the advice was provided by authorised representatives promoting ...

FPA launches female mentoring program

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
... (FPA) launched the inaugural FPA Women in Financial Planning mentoring program. The program supports women in financial advice to further their careers by matching them with other experienced FPA members. The program will commence in February for six ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
A high-net-worth financial advice firm formerly licensed by Hillross Financial Services has merged with William Buck. Brisbane-based Hillross Montefiore & Co. operated under the banner of William Buck as of yesterday. Director and private client adviser ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
Only 50 financial advisers joined the financial advice industry in the year to September, as Rainmaker analysis shows that the total population has dwindled to 19,238. Rainmaker's latest Financial adviser report reveals an 11% year-on-year drop in the ...

Celebrating the 2021 FS Power50

STAFF WRITER  |  MONDAY, 1 NOV 2021
... Australian public and the advice industry itself, of the advisers who are playing a key role in shaping the future of financial advice. Financial Standard editor Jamie Williamson said the FS Power50 represents the best in the industry. They are active ...