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Showing 1381 - 1390 of 10443 results for "advice"

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 ...

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 ...

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 ...

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.

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... Twenty-three Bridges authorised representatives ceased on the ASIC Financial Adviser Register in September, dragging the advice group's total number down to 104, Rainmaker modelling of the dataset reveals. Bridges also saw a massive drop in adviser ...

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 ...