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Showing 1381 - 1390 of 5660 results for "Financial Adviser"

BT closes self-licensee business

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
BT will shutter its Practice Principals' Community (formerly known as BT Select or BT Open), with the head of the offering to depart BT to start an independent service for self-licensed practices. Kon Costas, who has been with BT for a decade and ...

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
The founder and chair of a licensee will step down from executive duties at the end of the year. Fortnum Private Wealth announced that Ray Miles will retire but will continue serving as non-executive chair. He will provide counsel to the board and leadership ...

MLC Life expands retail distribution leadership

JAMIE WILLIAMSON  |  TUESDAY, 9 NOV 2021
... business. Cheesman brings about 30 years' experience in financial services, having started out in the UK as a financial adviser. He first joined MLC in 1999, working in several senior advice roles over the years. Meanwhile, taking on the role of senior ...

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
... Memorial Award for 2021 has been announced by the Financial Planning Association of Australia (FPA). Sydney-based financial adviser Susan Buda of Brady & Associates Financial Advisers has taken home the award. The Gwen Fletcher Memorial Award recognises ...

Carlyle Group bids for Link

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
Carlyle Asia Partners has made a takeover offer for 100% of Link Group, valuing it at $5.38 per share - a significant premium. Carlyle Group's offer is made up of $3 per share cash offer for Link Group and a pro rata distribution of Link Group's shareholding ...

ASIC outlines ROA guidance

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
The corporate regulator released examples of Records of Advice (ROA) to provide clarity to financial advisers and licensees on their obligations when using them for clients. The information sheet, INFO 266 FAQs: Records of Advice, provides answers to ...

ASIC bans adviser over Linchpin, Endeavour fund

ANNABELLE DICKSON  |  THURSDAY, 4 NOV 2021
The corporate regulator banned a Queensland-based financial adviser for three years after recommending clients into the Investport Income Opportunity Fund. Keith Robert McDermott was an authorised representative of The FinancialLink Group and has been ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... services to Western Australia's booming retiree and pre-retiree population, according to Wealthwise founder and financial adviser Jamie Luxton. "There are a lot of synergies between both businesses, in terms of client demographics and platforms. Both ...

Advice gap spurs boom in investment media

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... overcoming these challenges," he said. Of Padley, Renehan, Leske and Devine, only Devine is currently a registered financial adviser. She continues to offer professional financial advice through her firm Zella Wealth.

Super advice gains traction: Research

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... according to Investment Trends' 2021 Financial advice report, which found that only 1.8 million Aussies use a financial adviser, a figure that has been on the decline by 100,000 per year since 2020. Perceived high costs and lack of investible funds ...