Search Results | Showing 131 - 140 of 12036 results for %22Adviser%22 |
| | | When it comes to cyber-attacks on financial services businesses, Cyber Collective founder Fraser Jack says it's not a matter of 'if' but 'when'. Addressing day three of the SMSF Association National Conference this morning, Cyber Collective founder ... |
| | | | ... licensee services business reported a 64% jump in revenues to $50.9 million, while EBITDA climbed 110% to $3.5 million. Its adviser numbers grew in 1H24, it said, as did revenues across its network due to the tight supply of adviser services, Sequoia ... |
| | | | RSM Australia director of SMSF services Katie Timms says farmers will be disproportionately impacted by the government's draft legislation Division 296 Tax. Commenting on the future of farming property at the SMSF Association Conference, Timms said ... |
| | | | When it comes to incorporating artificial intelligence (AI) and big data into an financial advice practice, it's imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association ... |
| | | | Former financial adviser Shivdeep Jaidka is under ASIC scrutiny; the corporate regulator has accepted a court-enforceable undertaking from him. After reviewing the financial services provided by Jaidka, ASIC found he failed to adhere to s961B and s961G ... |
| | | | ... the remediation programmes," he said. Insignia said the establishment of the new Rhombus Advisory is progressing, with adviser sentiment positive. It is on-track for profitability and separation this time next year, it said. Meanwhile, a deal to sell ... |
| | | | ... no one-size-fits-all product for retirement. We need policies and deliver choice, informed options, and the advice and adviser network to deliver the very best outcomes in retirement. Self-managed super funds are an integral part of that choice," he ... |
| | | | ... the remaining option were. Requesting 138 individual advice files for review, ASIC identified 50 who were linked to an adviser but had no ongoing adviser relationship and had not received any advice for at least two years. Of these, 33 indicated they ... |
| | | | According to Class general manager, growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference ... |
| | | | ... circumstances of the individual," she said. In recent years, ASIC's review of SMSF advice uncovered inappropriate advice, adviser fraud and dishonesty to the detriment of trustees. Some cases have resulted in criminal charges. Sciacca named one example ... |
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