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Showing 1511 - 1520 of 9816 results for "Advisers"

ASIC bans mortgage broker for eight years

KARREN VERGARA  |  MONDAY, 27 FEB 2023
... business. She has the right to appeal ASIC's decision to the Administrative Appeals Tribunal. ASIC recently banned financial advisers Rahul Goel and Sean John Sweeney from permanently working in financial services. In December last year, Goel was sentenced ...

Centrepoint Alliance scoping for scale

JAMIE WILLIAMSON  |  FRIDAY, 24 FEB 2023
... The firm said it is also focused on acquiring capability and revenue adjacencies with other services being provided to advisers. It currently has 511 licensed advisers, appointing 33 in the first half. It said its pipeline remains strong too. The first ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... said. The firm sold its advice unit in 2021. Swanson said this "resulted in a better home for former staff and financial advisers, and a simpler ClearView while enabling us to continue participating in the growing advice margin through our strategic ...

Bridges can meet advice affordability gap: Mota

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... platforms running from six to one to two, one of which will be the Evolve platform. Insignia ended the year with 1525 advisers, a net loss of 240 advisers compared to the end of December 2021.

Advice group convicted of hawking

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2023
... regardless of the client's personal circumstances, goals or advice needs. This was found to "actively impede financial advisers from complying with the financial services laws, as clients were provided with expensive and templated advice that was ...

SEC fines Mormon Church investment arm

KARREN VERGARA  |  WEDNESDAY, 22 FEB 2023
... obfuscated the true financial value of its portfolio that ballooned to as much as US$32 billion ($46.7bn). Ensign Peak Advisers, the investment manager of the Church of Jesus Christ of Latter-day Saints, failed to file documents that disclose the church's ...

HUB24 grows FUA to $73bn

ANDREW MCKEAN  |  TUESDAY, 21 FEB 2023
... across all customer segments, including large national licenses, brokers, boutique advice practices and self-licensed advisers. The new business pipeline continued to grow, the number of advisers using the platform increased to 3692 (23% of total advisers). ...

BlackRock cuts fees on iShares ETFs

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... and the largest ETF issuer by assets in the world, BlackRock is committed to passing on scale benefits to Australian advisers and investors," BlackRock deputy head of Australasia Jason Collins said. As more Australian investors move beyond individual ...

Allianz Retire+ launches new retirement income solution

CASSANDRA BALDINI  |  MONDAY, 20 FEB 2023
... Retire+ has launched its new retirement income product, designed to enhance the provision of retirement planning for advisers. Allianz Guaranteed Income for Life (AGILE), available in early March, is a next-generation retirement solution delivering a ...

Fund selectors insulating portfolios, embrace active management: Natixis IM

ANDREW MCKEAN  |  FRIDAY, 17 FEB 2023
... Watson said. Market conditions are volatile so it's important investors review their portfolios and work with financial advisers to ensure they're well positioned for growth and protected from downside risk, she added. Fund selectors also expressed optimism ...