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Showing 1421 - 1430 of 4386 results for "Financial advice"

Stanford Brown adds partner

KARREN VERGARA  |  MONDAY, 12 OCT 2020
... Australia. She joined technology company Dimension Data in a mergers and acquisitions role and eventually moved into financial advice. As Nixon Boustred Advisory evolved and founder Peter Nixon retired last year, Boustred said she has been looking for ...

FPA renews calls for advice definition changes

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... given a standard warning about the nature of the advice they are receiving. Last year ASIC released a report Financial advice: Mind the gap which highlighted how consumers are unfamiliar with the concepts of general and personal advice. The report echoed ...

CountPlus adds to board, acquires member firm

KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
... Accounting Group was acquired for $700,000. The transaction will enable existing Freedom Accounting clients access to financial advice services through Mogg Osborne licensed under Count Financial. Mogg Osborne chief executive Sharon Postlethwaite said ...

Sweeping tax cuts announced

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
... retraining activities will also be exempt from FBT. As indicated earlier this week, small to medium businesses like financial advice firms will be able to access up to 10 tax concessions as the aggregated annual turnover threshold has lifted to $50 million ...

Another MLC advice firm exits group

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
A former MLC-licensed financial advice firm has left the dealer group following the IOOF takeover to join FYG Planners Group. Queensland-based Designing Financial Solutions (DFS), led by principal and financial planner Kevin Redfearn, is now operating ...

FASEA releases more Code of Ethics guidance

ELIZABETH MCARTHUR  |  TUESDAY, 6 OCT 2020
... not breach Standard 3 merely by being a duly remunerated employee of an entity that lawfully provides retail financial advice and services, provided the provision of that advice and services is in the best interests of the client and complies with the ...

Pandemic proves value of advice: FPA

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
The pandemic has been integral in highlighting the value of financial advice, according to new research. The Financial Planning Association of Australia's (FPA) inaugural Money & Life Tracker: COVID Edition reveals Australians with financial advisers ...

CountPlus member firm makes acquisition

ANNABELLE DICKSON  |  THURSDAY, 1 OCT 2020
... firms completing a tuck-in acquisition of a separate member firm. Brisbane-based Cooper Reeves has acquired the financial advice services of CBD Wealth Solutions. Key members of CBD Wealth will transition to Cooper Reeves as part of an agreed succession ...

Financial advice firms facing failure: Dynamic Asset Consulting

ELIZA BAVIN  |  MONDAY, 28 SEP 2020
... made aware of." DAC managing director Matthew Walker said it has become increasingly clear in recent months that financial advice practices require a different way of managing client portfolios to generate absolute returns in the new economic environment. ...

Six Park, Rollit Wealth announce partnership

ALLY SELBY  |  MONDAY, 28 SEP 2020
... valuation and market data. It also boasts banking, credit and spending analysis, a salary and work benefits tracker, financial advice and "everyday rewards". Aranwela believes the new integration "makes sense" for both employers and employees alike. ...