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Showing 1521 - 1530 of 10443 results for "advice"

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
... practices and we will have greater opportunities to achieve this through Count." Just last week, two Adelaide financial advice practices merged and rebranded to Count Adelaide. "We are pleased to see the Count brand expand across the country, cementing ...

Rising costs bite asset owners

KARREN VERGARA  |  MONDAY, 3 JUL 2023
... and Fees report compiled by bfinance found that routine fund servicing costs in the form of custody, audits, and legal advice are becoming more costly as they find it harder to pass such expenses on to clients. About 200 global asset owners canvassed ...

Power50 kicks off for 2023

JAMIE WILLIAMSON  |  MONDAY, 3 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 ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
Diverger acquired a stake in Melbourne-based Paragem advice firm Atkinson Saynor Private Wealth, using its transitional equity model. Earlier in the year, the firm highlighted the importance of more transformational transactions and said this would ...

ASIC deepens investigation into Magnolia founder

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... Atkins described Magnolia Capital as a "boutique funds management and advisory group with nearly $1 billion in funds under advice, operating across Australia, Hong Kong, and Singapore". "Magnolia was founded in 2015 and built its reputation as a specialist ...

E&P appoints new chief executive

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... upheavals that included an investigation by ASIC into subsidiary Dixon Advisory and Superannuation Services for providing dodgy advice to retail clients regarding its own US Masters Residential Property Fund (URF). In November 2021, Anderson took on ...

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
... wealth' view of their clients' portfolios. "The new Wealth Accelerator is built on top of existing platform features, so advice firms will continue to be able to access a rich suite of online features, such as sophisticated cash management tools, managed ...

Adviser levy tripled, labelled "deeply unfair"

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
... $1500 plus $3217 per adviser. The total estimated cost recovery amount is $55.5 million for licensees that provide personal advice to retail clients. The cost of regulating the sub-sector in the 2021-22 financial year was $56.7 million. Breaking down ...

FSCP hands down second order, audits adviser

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2023
... sections of the Corporations Act 2001 Mr. M breached include not acting in the best interests of the client and providing advice that was not appropriate. He also made false and misleading statements and breached the Code of Ethics, such as the duties ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
Financial advice practices Crosby Dalwood and Warnecke & Co (Warnecke) will merge and rebrand as Count Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians ...