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Showing 1431 - 1440 of 4389 results for "financial Advice"

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. ...

AstuteWheel integrates with Xplan

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Client engagement software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services. AstuteWheel managing director Hans Egger said 80% of advisers who use AstuteWheel ...

ASIC wealth director nabs promotion

ALLY SELBY  |  THURSDAY, 24 SEP 2020
... managed a team of 60 people across several Australian states, responsible for all aspects of regulation of the financial advice industry in Australia. Prior to her tenure with ASIC, Bird worked as an associate professor at Sydney University's Law School ...

ASIC extends advice, capital raising provisions

ANNABELLE DICKSON  |  THURSDAY, 24 SEP 2020
ASIC has extended the relief to financial advice that relates to the early release of superannuation scheme as well as certain capital raisings due to the uncertainty of the pandemic. The corporate regulator has extended the capped advice fees regarding ...

Count Financial adds member firm

ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
Count Financial has expanded its member network with Sydney-based financial advice firm Small & Gunn joining its licence. Small & Gunn completed the transition to Count Financial in just a six week period after seeking a forward-looking licensee to ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...

ASIC provides relief to Victorian advisers

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... watchdog has shifted to a no-action position on fee disclosure statements and renewal notice obligations for financial advice businesses in Victoria. The no-action applies to AFS licensees and representatives where their business is solely, or substantially ...

Advice too expensive, hard to access: FPA

ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... behaviour, with more households in a fragile financial position than ever before and facing reduced access to financial advice. The research from CoreData, presented at the Financial Planning Association of Australia's (FPA) 'Uncovering the Value of ...