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Showing 1151 - 1160 of 13238 results for "adviser"

New recruits top advice industry priority: FAAA

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
... that is tipped to be worth $5 trillion. In the 2025-26 financial year, the association will double down on increasing the adviser population. One initiative is spearheading an advertising campaign that'll specifically promote advice as a career targeted ...

Clime completes Madison Financial sale

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
Clime Investment Management has completed the sale of Madison Financial Group after entering a strategic partnership with Infocus Wealth Management. The parties previously entered a full form binding sale deed to implement the sale and strategic partnership ...

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN  |  WEDNESDAY, 26 JUN 2024
... next week, AFS licensees must notify ASIC by lodging a notice when they receive a written declaration from a financial adviser eligible for the experienced provider pathway. Under the new regulation, AFS licensees have 30 business days to notify ASIC ...

Nominations open for FS Power50

STAFF WRITER  |  TUESDAY, 25 JUN 2024
... stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until Friday, August 2.

Financial advice profession 'lacks consistent protocols'

ELIZA BAVIN  |  TUESDAY, 25 JUN 2024
The financial advice profession "lacks consistent protocols" for handling suspected financial abuse and there are insufficient whistleblower protections, according to the Financial Advice Association Australia (FAAA). In its submission to the Parliamentary ...

Super account advice fees a sticking point for advice bill: Senate inquiry

KARREN VERGARA  |  FRIDAY, 21 JUN 2024
... Financial Services Guides. Recommendation 7 in which Levy asked to provide more certainty to trustees about the deduction of adviser fees from members' accounts, however, dominated much of the inquiry's final report. This points to section 99FA ...

QIC beefs up energy team

ELIZABETH FRY  |  FRIDAY, 21 JUN 2024
... that, he served as the chief financial officer for Tarong Energy. The third recruit Mark Irwin also joins as a senior adviser. He currently runs ADBRI - one of Australia's pioneering construction materials and industrial mineral manufacturing companies. ...

Early contributions boost retirement balances

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
The superannuation gap of young Australians who contribute to their super earlier, compared to those who take the default contribution option has been confirmed by modelling from advice tech platform Otivo. Otivo's modelling reported that if younger ...

Betashares promotes key sales execs

ELIZABETH FRY  |  FRIDAY, 21 JUN 2024
... respectively. In the newly created role, O'Connor will have increased responsibility for the day-to-day management of the adviser, broking, and wealth management channels. He joined eight years ago from Bell Potter Securities, where he advised on ...

Where does the world's largest active manager say to invest?

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
Capital Group - which has US$2.7 trillion in equity assets under management - has identified three megatrends poised to upend industries and kick down the doors to fresh investment opportunities. The Californian headquartered investment manager, that's ...