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Showing 1381 - 1390 of 10451 results for "Advice"

Link shakes up board, names super industry veteran

KARREN VERGARA  |  FRIDAY, 13 OCT 2023
... on behalf of the board for their valuable contributions over many years. They have been excellent colleagues and their advice and guidance have been much appreciated by the other directors and management. I would also like to welcome Mark and am very ...

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 ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... will enable us to do just that." Under his new home, Chew is a senior financial adviser and takes on the role of head of advice. After approaching Vista, Chew said he was "really excited about Vista's vision and values" and impressed by the number ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... received $2000 each from the Council of Australian Life Insurers (CALI) as it looks to boost the number of women in risk advice. The inaugural ReCALIbrate recipients include Zurich Assure financial adviser Kristen Genter, Platinum Financial Planning ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... gifts. One in Two Gen Y already have or are likely to come into an inheritance or major financial support," the Value of advice report shows. "With the Baby Boomers reaching old age, the world is on the cusp of an unprecedented wealth transfer between ...

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 ...

FIIG Securities picks Equity Trustees for new fund

CASSANDRA BALDINI  |  WEDNESDAY, 4 OCT 2023
... million in individually managed accounts across four fixed income strategies and has a further $5 billion of funds under advice. "Our vision has been to pioneer an environment in Australia where the fixed income asset class is well understood and easily ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
AZ NGA will acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track ...