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Showing 1491 - 1500 of 10441 results for "advice"

Mercer appoints first Wealth Pacific chief

ANDREW MCKEAN  |  MONDAY, 24 JUL 2023
... investment solutions business, and its superannuation services arm, which provides superannuation administration and financial advice. Over a span of 30 years, Hales has led Challenger's Fidante Partners business, transforming it into one of Australia's ...

Partners Wealth Group names head of alternatives

CHLOE WALKER  |  MONDAY, 24 JUL 2023
... excited to provide major investment opportunities for our clients that are seeking more than the traditional strategic advice and portfolio management they already receive from us," Bibby said. "We firmly believe that individual investors deserve better ...

ASIC lifts ClearView interim stop order

KARREN VERGARA  |  FRIDAY, 21 JUL 2023
... products offer an income replacement ratio of up to 60%. The interim stop order affected IP distributed through general advice only and did not affect advisers who provide personal advice. ASIC has thus far issued 39 interim stop orders for defective ...

Rethinking retirement: Focus on spending, not saving

ANDREW MCKEAN  |  FRIDAY, 21 JUL 2023
... suggesting that broader awareness of such strategies could be beneficial. Meanwhile, Hillier mentioned the pivotal role advice plays. Although having sound advice is crucial, it's not a singular solution. Advisers also need the confidence and appropriate ...

AMP adds three group executive roles

CASSANDRA BALDINI  |  THURSDAY, 20 JUL 2023
... structure following its recent divestments. The wealth manager said it will elevate the leadership of its platforms and advice businesses in two new roles on its executive committee. Its current director of platforms Edwina Maloney and managing director ...

Iress appoints former Pendal veteran

CASSANDRA BALDINI  |  THURSDAY, 20 JUL 2023
... the company's AGM, which followed a major restructure in April, aimed at enhancing the group's focus on financial advice, trading and market data, and superannuation.

Less than two weeks to nominate: Power50

STAFF WRITER  |  THURSDAY, 20 JUL 2023
... 'influential' as individuals who have been and continue to be inspirational and instrumental in shaping the future of the financial advice industry and make a meaningful difference in their clients' financial wellbeing. Such advisers actively ...

ASIC cancels FTX Australia's licence

CASSANDRA BALDINI  |  WEDNESDAY, 19 JUL 2023
... 2021. Before its suspension, FTX Australia's licence permitted it to deal in, make a market for and provide general advice relating to derivatives, and foreign exchange contracts to retail and wholesale clients. In the early months of 2022, the collapse ...

ASIC slaps interim stop order on ClearView

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... through to age 65. Clearview Life is now prohibited from engaging in retail product distribution and providing general advice for the income protection products to new customers. The orders are valid for 21 days unless revoked earlier. ASIC said it expects ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
Financial advisers have 14.5 years of professional advice experience on a median basis, but very few have more than 20, a Rainmaker analysis shows. Rainmaker's June 2023 Financial adviser report based on ASIC's Financial Adviser Register found that ...