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Showing 1261 - 1270 of 13355 results for "adviser"

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... halves its divisional structure from four to two for the 2025 financial year. The new reporting units are licensee and adviser services, and legal and administration services. Licensee and adviser services comprises Interprac Financial Planning, Sequoia ...

iExtend receives AFSL after lengthy wait

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
iExtend has been granted an AFSL, after entering a court enforceable undertaking last year over concerns of unlicensed conduct. In November 2023, the life insurance startup entered a court enforceable undertaking after ASIC pinged it for possibly operating ...

Brighter Super launches Retire Easy Pension

JAMIE WILLIAMSON  |  WEDNESDAY, 3 JUL 2024
Brighter Super has introduced the Retire Easy Pension strategy, which involves dividing a member's retirement savings into three distinct buckets. Launching the product last month, Brighter Super said it marks the first stage of the fund's new ...

AAT mitigates adviser's permanent ban

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2024
The permanent banning of financial adviser Todd Karamian, who faked his exam result, has been slashed to seven years upon appeal. ASIC banned Todd Karamian in March 2023 after the Bluepoint Consulting chief executive and co-founder altered his Financial ...

Morningstar names new manager research lead

ELIZABETH FRY  |  TUESDAY, 2 JUL 2024
Morningstar Australasia has recruited a former Insignia Financial executive to lead its manager research team and its coverage of Australian and New Zealand fund managers. Matt Olsen - who joins Morningstar as director of manager research ratings for ...

ASIC calls out sloppy adviser data

KARREN VERGARA  |  MONDAY, 1 JUL 2024
... Yet some qualifications marked as "approved" were not approved qualifications under the determination of the Financial Adviser Exam, Australian Qualifications Framework 1-5 qualifications, and Regulatory Guide 146 training/qualifications. ASIC is also ...

DASH secures $20m investment from Bailador

ANDREW MCKEAN  |  MONDAY, 1 JUL 2024
DASH has secured a $20 million investment from Bailador Technology Investments. The advice technology solutions company plans to use the funding to accelerate its software and platform technology while expanding its team. DASH aims to grow its workforce ...

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 ...