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Showing 111 - 120 of 3854 results for "Financial advice"

Netwealth to distribute private markets offering

ANDREW MCKEAN  |  THURSDAY, 19 OCT 2023
... York-based fintech platform iCapital, broadening access to global private credit markets and hedge funds for financial advice firms and their wholesale clients in Australia. Netwealth managing director Matt Heine said that the partnership with iCapital ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
The Financial Advice Association Australia (FAAA) has announced the 2023 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. The newly merged entity has launched its inaugural awards, spanning six categories. ...

Vale Tony Bongiorno

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
Tony Bongiorno, a veteran of the financial advice industry and founding partner of the Bongiorno Group, passed away on October 6. Bongiorno helped establish the Melbourne-based group, which specialises in providing financial advice to medical professionals ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... Genter, Platinum Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial Advice financial planner Trish Gregory, and Adele Martin - Money Mentor director and senior financial adviser Adele Martin. The ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... have always known that these long-standing myths that have been regarded as public truths are false," says the Financial Advice Association Australia chair David Sharpe said. "But with these research findings, the high value that financial advice can ...

TelstraSuper revamps strategy team

ELIZABETH FRY  |  FRIDAY, 29 SEP 2023
... meet a growing need for retirement products. Like some of its peers, TelstraSuper has long provided members with financial advice and retirement products to help members reach their post-working life goals. But getting people into a retirement product ...

CALI takes on Life Code

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
... the Life Code," Briggs said. "The FSC will continue to be a leading voice in related policy debates, including financial advice and the increased political and regulatory scrutiny surrounding group life insurance in superannuation. "Our ongoing involvement ...

Betashares carves slice of superannuation pie

CHLOE WALKER, JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
... business is the latest step in Bendigo and Adelaide Bank's exit from the wealth industry, having sold its financial advice business to Bridges Financial Services in 2019.

NextGen Financial Group forced into liquidation

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... according to an ASIC notice. Last year, WJ & V Drakoulis Super took NextGen to AFCA, alleging it provided bad financial advice that involved investing into a certain fund that was later wound up. The trustee was then unable to complete the purchase of ...

Younger Aussies want advice but don't know how to get it: CFS

CASSANDRA BALDINI  |  WEDNESDAY, 20 SEP 2023
Over half of Millennial and Gen Z Australians are keen to seek financial advice but the bulk of them don't know how to access it, a study from Colonial First State shows. According to research commissioned by CFS, 53% of under 40s are open to advice ...