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Showing 1551 - 1560 of 10443 results for "advice"

Sequoia backs budding investment manager

CASSANDRA BALDINI  |  TUESDAY, 13 JUN 2023
... is," he explained. Initially, it will offer the three funds to support financial advisers who want to reduce the cost of advice. It will do this by providing access to "a single fund that has the intellectual property and know-how to select a range of ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
The wealth management industry has broadly welcomed the bulk of the Quality of Advice Review recommendations Labor will prioritise, with many agreeing that the reforms will fix financial advice and ultimately benefit consumers. In releasing the first ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... government will scrap a load of administrative burdens and give superannuation funds a larger role in making financial advice more affordable as it announces which out of the 22 Quality of Advice Review recommendations will become a reality for the wealth ...

Perth-based Ponzi scheme shut down by court

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2023
... adviser" - also used some of the money for personal expenses, while also collected more than $1 million in fees for the "advice". This occurred between March 2017 and December 2020, and her husband Sadu Singh was also a director of the company. He was ...

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
Valuations for financial advice firms have increased in the year to June, defying expectations that inflation and wider economic conditions would dampen demand and prices. The findings are based on Radar Results' latest data, which saw a 6% to 11% increase ...

Australian Retirement Trust makes three leadership appointments

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
There is a new chief member officer, chief of staff and executive general manager of advice, guidance and education at Australian Retirement Trust (ART). In March, and about a year on from its creation, ART overhauled its executive team to better position ...

AMP offloads SuperConcepts

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
An investor group comprising private equity firm Pemba Capital Partners and several advice industry executives is buying the SMSF administration business and its SuperMate solution. AMP is selling SuperConcepts to Pemba Capital Partners, which is co-investing ...

Advice regtech acquires TIQK assets

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... Fourth Line chief executive Joel Ronchi said that the acquisition includes a suite of micro-application software specific to advice assurance, AI code, integration tools, and rules-based algorithms. Regtech TIQK went into liquidation on March 6, operating ...

Ignition Advice appoints Sally Loane as chair

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... forward to working with the Ignition board, executive and people at the pivotal time for the digital transformation of the advice industry globally. "I am a long-time advocate for all Australians to be financially literate and financially independent ...

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... financially literate. While others said they still don't fully trust advisers, the main factor tends to be the high costs of advice services that they don't think pays off. Interestingly, the research found that half of SMSF money is currently ...