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Showing 1281 - 1290 of 9276 results for "Wealth"

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
... advisers working to educate and help alleviate some of those concerns should work out strategies for using a combination of wealth building vehicles, which might incorporate not only an SMSF or an industry fund, it might also incorporate trusts and other ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... adviser Shivdeep Jaidka after he failed to provide appropriate SMSF advice. Jaidka most recently was an adviser at Merit Wealth under Diverger from October 2022 to June 2023. Before that Jaidka was with the SMSF Advisers Network, The SMSF Expert, and ...

Risk, compliance staff in hot demand

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
... that have come to an end are also facing the prospect of taking a significant pay cut to enter the market in a different wealth or risk and compliance role, she said.

Count posts positive results ahead of Diverger takeover

CHLOE WALKER  |  TUESDAY, 20 FEB 2024
... "Count continues its strategic execution to build capability and drive growth across our three segments of accounting, wealth and services," Humphrey said. "These results strongly endorse this focus with the most exciting phase still to come as we complete ...

Count to finalise Diverger deal

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
... offered by Diverger, along with the scale benefits that come from being one of Australia's largest integrated accounting, wealth and services providers," Humphrey said. Some 99.7% of shareholders voted for Count to take over Diverger, following both ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... platforms have notably increased their investment in education and support for advisers and staff in 2023, introducing a wealth of online and in-person resources to enhance user proficiency. In parallel, cybersecurity enhancements, particularly in authentication ...

Sydney HNWI drops $24m on EG building

CHLOE WALKER  |  THURSDAY, 15 FEB 2024
... launched a joint venture with private debt investment company Msquared Capital (Msquared). According to EG head of private wealth Rodney Walt, the partnership aims to deliver great returns for investors through debt products that provide 'equity-like' ...

AMP reports boost in IFA flows, mulls advice unit options

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
... to seek alternatives for its advice unit as it reports another loss. In the first half of the 2024 financial year, the wealth firm recorded a 33% year on year jump in IFA flows into its flagship North platform. North's managed portfolios reached ...

New chair for iExtend

CHLOE WALKER  |  WEDNESDAY, 14 FEB 2024
... Sentient Group manages capital for institutional investors such as endowments, family offices, pension funds, sovereign wealth funds and insurance companies in the USA, Europe and the Middle East. In 2017, he retired from The Sentient Group to establish ...

Jailed adviser permanently banned by ASIC

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2024
... money to feed his gambling habit. At the time, he was sole director and shareholder of Platinum Perpetual Global Private Wealth. In September 2019, the firm's AFSL was cancelled in September 2019 after he was charged over the conduct by Western Australia ...