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Showing 1221 - 1230 of 7411 results for "MAI"

Prime Financial acquires SMSF administrator

CHLOE WALKER  |  TUESDAY, 4 OCT 2022
In a critical step in its ambition of becoming Australia's premier B2B SMSF administrator, Prime Financial Group has acquired Gold Coast-based SMSF Administrator Intello. The acquisition will see Prime Financial Group's SMSF division represent approximately ...

UK regulator to inspect advice and guidance rules

CASSANDRA BALDINI  |  TUESDAY, 4 OCT 2022
A review of the boundaries between advice and guidance will be carried out by the Financial Conduct Authority (FCA). Regulatory burden pricing consumers out of advice is being felt across the pond and in response, the UK regulator said it's taking ...

Industry funding model discussion commences

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2022
The government has released a discussion paper on the ASIC industry funding model, consulting on opportunities to simplify its design, possibly through the creation of new sub-sector definitions to make the apportioning of costs fairer. Treasury is ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
Financial planning technology providers have agreed with the Quality of Advice Review's (QAR) proposal to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical ...

Consumer confidence jitters abate

ANDREW MCKEAN  |  WEDNESDAY, 28 SEP 2022
Consumer confidence has increased to its highest level in nearly four months, according to Roy Morgan. While still significantly down from the same week a year ago, the ANZ Roy Morgan Index shows consumer confidence rose by 1.8 points to 87.8 this week. ...

Padua amplifies research capabilities

CHLOE WALKER  |  TUESDAY, 27 SEP 2022
Kristen Brown has been appointed to the fintech's newly created role of senior research analyst. With over a decade of experience in both public and private sectors, Brown joins Padua following five years as a paraplanner. Prior to that, she worked ...

KPMG proposes tax offset, reform to boost gender equality

ANDREW MCKEAN  |  TUESDAY, 27 SEP 2022
KPMG has proposed a Carers' Income Tax Offset (CARITO) as part of a wider effort to properly value time dedicated to unpaid work. CARITO would be a non-refundable tax offset, credited against any income tax payable upon people returning to work after ...

Caddick mansion officially on the market

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2022
The listing for the Dover Heights home that Melissa Caddick disappeared from in November 2020 has gone live, with hopes the sale will help return money to those she ripped off. Listed for sale with Sydney Sotheby's International Realty, 5 Wallangra ...

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Felicity Cooper from Cooper Wealth Management has taken out the title at the Association of Financial Advisers national conference. Cooper was named the winner of the award, which is sponsored by Zurich, at the AFA's annual gala dinner. The award ...

VC sector risks running cold

CHLOE WALKER  |  FRIDAY, 23 SEP 2022
Recent months have seen a lot of eyes on the venture capital space, for reasons good and bad. While celebrities like tennis star Serena Williams are showing enthusiasm, rising interest rates have caused some to question the sector's outlook. Last ...