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Showing 1471 - 1480 of 10448 results for "advice"

BT names platform strategy lead

CHLOE WALKER  |  MONDAY, 14 AUG 2023
... Brinckley's sentiment. "We are delighted to welcome Russell back into the fold," she said. "With his deep knowledge of advice delivery and product development, high is a highly regarded expert in the platforms industry. Russell's broad industry experience ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... across different life stages, cashflow management, and retirement strategies. Users will also have access in real-time to advice professionals. "The joint venture will leverage TIP Group's history in investor education and Clime's long commitment ...

Multiple moves in Aware investments team

ELIZABETH FRY  |  FRIDAY, 11 AUG 2023
... packaging and communicating her proprietary manager research findings to ensure the boutique's consultants and partner advice firms receive exclusive, timely and high-value insights. With over 19 years of experience in investment research and management ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... discovered that the full amount of life cover could not be transferred without further underwriting, he did not revisit the advice he provided, the FSCP said. Mr. K, instead, recommended in a Record of Advice (ROA) that the clients apportion their cover ...

AMP provisions $50m in response to class action

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
... has set aside a $50 million provision, reflecting its preliminary assessment of potential liabilities associated with the advice practices central to the lawsuit. While awaiting the Federal Court's conclusive orders on the judgement, AMP chief executive ...

Lonsec appoints new investments leadership

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
... continue to grow our expanding managed accounts business. This includes renewing our commitment to partner with quality advice businesses to support them with tailored managed account solutions." Meanwhile, Lim said: "I am so excited to be joining Lonsec ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
Commonwealth Bank's $1.2 billion bad advice remediation bill represented a small fraction of its whopping $10.2 billion profit, the full-year financial results show. The total customer remediation amounted to a huge $2.6 billion in the 2023 financial ...

Ignition poaches from Bravura Solutions

CHLOE WALKER  |  WEDNESDAY, 9 AUG 2023
Former Bravura Solutions head of portfolio solutions Darren Speirs is set to become Ignition Advice's new business development director for Asia Pacific. Speirs brings over 25 years' experience in the Australian wealth management industry, the last ...

Treasury kicks off managed investment scheme reforms

KARREN VERGARA  |  TUESDAY, 8 AUG 2023
... be excluded when determining an individual's net assets for the purposes of the individual wealth test. The Quality of Advice Review highlighted issues with the wholesale client financial thresholds, claiming they were too low and that clients lacked ...

Cbus appoints new head of portfolio strategies

ANDREW MCKEAN  |  FRIDAY, 4 AUG 2023
... Cbus from AustralianSuper where he was most recently head of investment model design. He was responsible for providing advice and insights on investments and portfolios, frameworks for overseeing internal portfolios as well as the management, monitoring ...