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Showing 1621 - 1630 of 10445 results for "advice"

Former adviser jailed for six years

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... former adviser Brett Gordon faced nine counts of fraud relating to conduct between 2015 and 2018 when he was director of advice practice Refocus Financial Group. During that time, Gordon withdrew funds from clients' SMSF accounts without their consent ...

Insignia reports advice outflows, adviser losses

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
Insignia Financial will undertake a rebrand of sorts within its financial advice business in a bid to improve understanding of its various advice channels. It comes as it reports nearly $500 million in outflows for the Advised channel and further adviser ...

Link to offer Allianz Retire+ solution to super funds

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... to provide super funds and their members with a total picture of wealth supporting the retirement planning, income, and advice experience. Link Group chief executive retirement and superannuation solutions Dee McGrath said the partnership gives clients ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... flagging its first family office consulting mandate. In an update to the ASX, Clime said its total funds under management and advice grew to $5.6 billion in the March quarter. About $1.3 billion of this is held in individual managed accounts (IMAs) ...

Lonsec nabs Franklin Templeton sales director

CHLOE WALKER  |  MONDAY, 24 APR 2023
... as sales director at Franklin Templeton. Prior to that, Hraiki was state manager NSW/ACT at HUB24 and national manager, advice relationships at IOOF. Lonsec chief executive Michael Wright said: "Marc brings to our sales and service division considerable ...

Former adviser jailed for nine years

KARREN VERGARA  |  MONDAY, 24 APR 2023
... adviser. At one point, he managed 120 clients. "Financial advisers at Sentinel were only authorised to provide financial advice regarding a limited number of investments and could not provide advice for investments outside this scope," the court heard. ...

Slash proposed tax rate for high super balances: FAAA

KARREN VERGARA  |  FRIDAY, 21 APR 2023
To avoid disincentivising Australians saving more for retirement, the Financial Advice Association Australia (FAAA) urges the federal government to decrease the proposed 30% tax rate for superannuation balances that exceed $3 million. This is in response ...

Iress unveils major restructure, new leadership

ANDREW MCKEAN  |  THURSDAY, 20 APR 2023
... its organisational structure and senior leadership team. The restructure seeks to enhance Iress' focus on financial advice, trading and market data, and superannuation clients by reinvesting in core software solutions, it said. This includes developing ...

Review calls for Reserve Bank overhaul

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2023
... is that the number of RBA board meetings be reduced from 11 per year to eight, providing more time for the board to take advice and consider its position. It would also give households more time to absorb future rate increases. Further, following each ...

DASH adds to leadership

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
... Following a recent capital raise, DASH is targeting growth and said it can now play an "important role" in making financial advice more accessible to everyday Australians. As part of the growth, it welcomed chief operating officer Michelle Russo who ...