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Showing 1121 - 1130 of 10441 results for "Advice"

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... team from Elixir Consulting, which VBP acquired last year. VBP is focused on providing outsourced solutions to financial advice, accounting and associated services firms. Due to start in the new role later this month, Jacobsen was managing director of ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice. ...

Almost one third fail adviser exam

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... or 92% of candidates who have sat the exam have passed, demonstrating they have the skills to apply their knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam, ASIC said. "This is the first exam ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content ...

Perpetual confirms KKR acquisition talk

JAMIE WILLIAMSON  |  MONDAY, 29 APR 2024
... Perpetual had hoped to announce the deal last Wednesday during its quarterly market update but delayed doing so on the advice of its advisory team. At 10am today, Perpetual entered a trading halt, citing a further announcement. Approximately one hour ...

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... cost-of-living as significantly impacting retirement happiness and their view of financial security. Minney said professional advice and increased financial education were crucial to empower safe spending and confidence. "There is a clear need for some ...

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications. Adele Baaini, while working as a representative for licensee AAN Wealth Management, has been ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... will only transition accounts and associated AUM and not staff, technology, or operations involved in running the robo-advice offering. The transition is expected to take place around the end of June. "This acquisition further cements our leadership ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... increasing productivity and enhancing experiences while maintaining a high level of client centricity." Delivering high-quality advice at scale was said to be "central to wealth managers' value proposition." "The challenge is to deliver these services ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's ...