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Showing 1261 - 1270 of 13239 results for "adviser"

Class action building against GEMI Capital

ELIZA BAVIN  |  MONDAY, 15 APR 2024
MC Lawyers & Advisers has launched a class action investigation into claims of investor losses in various financial products issued by GEMI Asset Management. The law firm said investigations were targeting scenarios in which wholesale or sophisticated ...

Netwealth's share price rises following strong inflows

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... new accounts during the quarter, a 3.7% rise from the previous quarter. Additionally, it saw "strong momentum" in new adviser and licensee relationships, with a new business pipeline and strong conversion rates across all segments. The group also flagged ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... metro areas. "Findex's strong growth profile, management capabilities, deep digital investment and low-risk salaried adviser model which brings accountants and financial planners together under one roof creates an exciting opportunity for enhanced ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
The lack of regulation around aged care advice has led to superficial and often conflicted advice, that can put older Australians at risk of elder abuse, according to Aged Care Steps, which is rallying for tougher protections and laws. Aged Care Steps ...

Zenith welcomes back original partner

ELIZA BAVIN  |  TUESDAY, 9 APR 2024
... Huddy said Davis' role will add depth and considerable market experience to the team, and further support the growing adviser demand for Zenith's managed account solutions. "After taking 12 months away from the industry to explore personal interests ...

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
... parliament on March 27, proposes to legislate trustees' ability to pay a fee from a member's super account to an adviser for personal financial advice provided as per Recommendation 7 of the Quality of Advice Review. This aims to provide trustees ...

Forager schedules LIT delisting

KARREN VERGARA  |  MONDAY, 8 APR 2024
The Forager Australian Shares Fund (FOR) is set to delist from the ASX after facing continuous limited liquidity issues and persistently trading below its net asset value. The listed investment trust (LIT) is set to delist on June 14, with trades suspending ...

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
ASX-listed bond broking firm Income Asset Management has hired a team of fixed income specialists from rival FIIG Securities. The six recruits will report to IAM's head of sales for capital markets Jenna Labib. The appointments come one year after ...

Court delays DASS class action settlement approval

KARREN VERGARA  |  FRIDAY, 5 APR 2024
The Federal Court has delayed approving the $16 million class action settlement against Dixon Advisory & Superannuation Services (DASS) as it seeks more information. The class action led by Shine Lawyers, which was also brought against former Dixon ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... wealth managers hungry for institutional-grade asset consulting support. At Zenith, he built diversified portfolios for adviser groups and carried out manager research as part of the asset manager's fixed income business. Meantime, Charlie Hurst ...