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Showing 1531 - 1540 of 10448 results for "advice"

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 ...

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... through differentiated investment solutions, managed accounts, active ETFs, sustainable investment strategies and digital advice." Fletcher added: "We look forward to working with the abrdn team to facilitate a seamless transition for all investors." ...

Jones lifts adviser levy freeze, updates funding model

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
... across 52 sub-sectors. If, for example, ASIC investigates an individual suspected of providing unlicensed personal financial advice but also advises on general insurance products based on time spent by staff of 30% versus 70% respectively, the same cost-recovery ...

Anti-hawking laws could dampen super fund advice: Academic

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
... raised concerns about the impact anti-hawking laws will have on superannuation funds' ability to provide financial advice amid the federal government's proposal to open advice to other channels. Anthony Asher, an associate professor at UNSW Business ...

Rest appoints WTW as asset consultant

CASSANDRA BALDINI  |  MONDAY, 26 JUN 2023
... October 2022. Rest said JANA Investment Advisers will continue as the asset consultant to its investments team, providing advice and additional perspectives to complement the fund's investment expertise. Rest investment committee chair Michael Bargholz ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
An overwhelming number of investors believe ChatGPT will provide accurate financial advice, flagging they will lean on artificial intelligence as their trusted adviser in the future. According to the Investor Index study of 1100 UK investors with a ...