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Showing 1481 - 1490 of 10443 results for "advice"

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 ...

Advice from Shartru failed best interests duty, ASIC says

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
... group Shartru Wealth Management, saying representatives have not been adequately supervised, leading to some financial advice provided failing the best interests duty. The additional conditions follow targeted surveillance by ASIC, during which it found ...

New product lead at Equip Super

ELIZABETH FRY  |  FRIDAY, 28 JUL 2023
... responsible for strategy development, planning, project governance, and execution. Earlier he spent four years at AMP as head of advice and six years at AXA running platform operations. The addition of the former Mercer heavy hitter with deep roots in ...

Advisers lacking PII sidestep AFCA rulings

KARREN VERGARA  |  FRIDAY, 28 JUL 2023
Financial advice firms are "problematically" sidestepping compensation payments after the Australian Financial Complaints Authority (AFCA) hands down a decision, using the excuse that they do not have professional indemnity insurance (PII). Out of 5400 ...

Perpetual reports $212bn in AUM

ANDREW MCKEAN  |  THURSDAY, 27 JUL 2023
... Interest strategy respectively which contributed to Group net outflows." Meanwhile, wealth management's total funds under advice (FUA) were $18.5 billion as at June 30. Net inflows were $0.1 billion, with continued contributions from Native Title and ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... enable it to "competitively leverage opportunities for sustainable growth." The most significant change will be to its Advice Services business, where it will introduce a partnership ownership model for RI Advice Group, Consultum Financial Advisers ...

Industry grapples with looming cyber threats

CHLOE WALKER  |  THURSDAY, 27 JUL 2023
... protect confidential and sensitive personal information of clients. Referencing the Federal Court judgement in ASIC v RI Advice Group, in which RI Advice was found to have failed its cybersecurity obligations, Jacobson says regulatory expectations are ...

Insurance firms defy inflationary shocks

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2023
... withstanding the shocks of inflation as investors look to the sector as a shield from wider economic uncertainties. Financial advice firms that specialise in life insurance are experiencing solid demand from buyers, according to the latest Radar Results ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ...