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Showing 1321 - 1330 of 9814 results for "Advisers"

Hejaz debuts Australia's first Islamic pension product

ANDREW MCKEAN  |  WEDNESDAY, 9 AUG 2023
... years. Currently, the company onboards an average of 120 members per month to its existing superannuation products through advisers, while thousands more customers have expressed interest in the new direct-to-consumer superannuation offering. Directly ...

Government cracks down following PwC scandal

CASSANDRA BALDINI  |  TUESDAY, 8 AUG 2023
... being called the biggest crackdown on tax agent misconduct in Australian history, the government has bumped up fines for advisers and firms that endorse tax exploitation schemes by 100%. As part of government reforms that aim to strengthen the industry ...

Trust trumps product advice: Research

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
... has found that clients value trust and simplicity more than product and investment advice when dealing with financial advisers. The research found that when measuring the value an adviser brings to a client, acting in their best financial interest (82%) ...

HUB24 unveils new data feeds

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
HUB24 added new data feeds and automation capabilities, enabling financial advisers to report on clients' other investments including cash accounts and term deposits, listed securities, managed funds, direct property, and other assets. HUB24 chief product ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
Capital Partners Private Wealth Advisers has acquired Partnership Wealth Management. In a deal that was finalised yesterday, The Partnership Wealth Management team will merge with Capital Partners, joining a team of 41 which includes 13 wealth advisers. ...

Integro Private Wealth welcomes GM

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... a critical role in helping us attract and retain top talent across various business areas, from operational staff to advisers." Gilmour highlighted that the post-pandemic economy has led to several high-liquidity events, particularly in the mining and ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... digital adviser workflows, advanced data analytics, an integrated app store, and analysis tools for licensees, financial advisers, and super members. CFS chief distribution officer Bryce Quirk told Financial Standard that CFS Edge was uniquely co-developed ...

IML launches Aussie shares fund as active ETF

CASSANDRA BALDINI  |  TUESDAY, 1 AUG 2023
... Concentrated Australian Share Fund (Quoted Managed Fund) is now available on the ASX as an active ETF, catering to financial advisers and retail investors. The fund manager explained its Quoted Managed Fund represents a distinct class of units within ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... support than ever, Molesworth mentioned that the acquisition presents an opportunity to join a large, dynamic community of advisers, accountants, and business leaders. He added the strategic partnership with AZ NGA will also grant the firm access to ...

Advice from Shartru failed best interests duty, ASIC says

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
... Rob Coyte, the privately owned licensee, based in New South Wales' Lake Macquarie, is home to about 45 financial advisers and has been operating since 2012. It added a compliance manager in January of this year, followed by a risk and compliance ...