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Showing 1481 - 1490 of 10451 results for "Advice"

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 ...

ASIC takes Dixon Advisory director to court

KARREN VERGARA  |  FRIDAY, 4 AUG 2023
... adversely affected Dixon Advisory's right to recover the $19 million debt. The creditors included thousands of financial advice clients who invested in the US Masters Residential Property Fund (URF) and financial products operated by entities related ...

Bombora, Morrows partner on risk advice

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2023
Advice groups Morrows and Bombora have joined forces to create a dedicated risk insurance business. Morrows Risk Insurance will operate as a division of Morrows, licensed by Bombora, and leveraging the expertise of both firms to deliver tailored risk ...

Trust trumps product advice: Research

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
... by the Australian Retirement Trust, has found that clients value trust and simplicity more than product and investment advice when dealing with financial advisers. The research found that when measuring the value an adviser brings to a client, acting ...

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
... commercial office and head of transformation office. Before Iress, she held senior roles at BT Financial Group and other advice practices. The wealth management unit's chief executive Harry Mitchell said: "Kelli and Amara bring complementary skill ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... retirement, the most important consideration was to find a sustainable and professional home for my clients to continue receiving advice," White said. Meanwhile, Capital Partners managing director David Andrew said the group is delighted to partner with ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... was uniquely co-developed with advisers and paraplanners from the very start. "For our design process, we had 12 to 14 advice practices across Australia involved over an 18-month window, starting in February 2022," he said. "They met with us on a monthly ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... establishment came in mid-2021, resulting from the merger of advisory firms Foster Raffan and iPlan. During a time when advice businesses require more support than ever, Molesworth mentioned that the acquisition presents an opportunity to join a large ...