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Showing 111 - 120 of 3757 results for %22RI Advice Group%22

Adviser cops 10-year sentence

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... October 2016, which was owned by the ANZ Group/Insignia. Prior to that, he worked for Westpac, NAB and CBA, providing clients advice on shares and property. Police began investigating Nugara on 21 October 2019. Immigration found that he and his family ...

Allianz Retire+ launches retirement solution for super funds

ANDREW MCKEAN  |  WEDNESDAY, 4 OCT 2023
... new retirement income product named AGILE. The Guaranteed Income for Life product offers integration opportunities with advice platforms and can be incorporated within superannuation funds and account-based pensions. In April, AGILE was accessible to ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... Morningstar. At CBA, Ramrakha was responsible for the investment and insurance research function within the wealth management advice business. Ramrakha is also a member of the ASX-listed Future Generation Global Fund's investment committee.

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 ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
... were never used for this purpose. Court documents also show that he worked for Westpac, NAB and CBA, providing clients advice on shares and property. He was licensed as an authorised representative of Sentry Financial Planning until 19 April 2013. On ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... Shadforth Financial Group and Bridges. Across its other brands, Insignia introduced a partnership ownership model for RI Advice Group, Consultum Financial Advisers, and TenFifty. It retained a small stake in Godfrey Pembroke and wants to offload Millennium3. ...

AMP challenges BOLR court ruling

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... relocation expenses worth $377,000 before tax; and a payment in lieu of six months' notice. AMP group executive for advice Matt Lawler said: "While we believe we have grounds on which to appeal, we also recognise the ongoing impact the proceedings ...

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 ...

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
iFactFind has partnered with a global financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks ...