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Showing 1 - 10 of 9299 results for "Advice"

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... this partnership enhances our ability to respond to the urgent need for cost-effective, high-quality, integrated financial advice across Australia and New Zealand," Findex chief executive Matt Games said. "Our scale and record of outstanding investment ...

Government introduces company merger overhaul

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... competition. "The reforms we've announced today build on substantial consultation with industry and have benefitted from the advice of the Competition Taskforce expert advisory panel made up of David Gonski, Kerry Schott, John Asker, Sharon Henrick ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
The lack of regulation around aged care advice has led to superficial and often conflicted advice, that can put older Australians at risk of elder abuse, according to Aged Care Steps, which is rallying for tougher protections and laws. Aged Care Steps ...

Count completes Solutions Centric deal, reconsiders another

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2024
... March. Count said it did not complete "due to non-satisfaction of the conditions precedent." The ASX-listed accounting and advice group said it is now considering its options. "Count continues to have discussions with various parties and are exploring ...

Corporate super fund to be terminated

JAMIE WILLIAMSON  |  MONDAY, 8 APR 2024
... savings to be directed to. To assist members in doing so, MFMRF will provide up to $2000 to each member to receive financial advice, giving them until May 30 to do so. According to its 2023 annual report, the fund had mandates with Schroders, DFA Australia ...

Hejaz awards technology mandate to wealth platform

ANDREW MCKEAN  |  MONDAY, 8 APR 2024
... financial solutions to meet this community's needs," Ozyon said. Hejaz currently has $1.3 billion in funds under management and advice, catering to over 6200 clients.

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
The Joint Associations Working Group (JAWG) says new laws that enable superannuation funds to deduct financial advice fees will have the opposite effect of reducing red tape and can make advice even more unaffordable. Treasury Laws Amendment (Delivering ...

Court delays DASS class action settlement approval

KARREN VERGARA  |  FRIDAY, 5 APR 2024
... brought against former Dixon Advisor chief executive Alan Dixon and former director Christopher Brown, sought redress for bad advice provided in relation to the Masters Residential Property Fund (URF). Victims argued that Dixon financial advisers invested ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... member of the firm's equities research team and is heavily involved in manager due diligence and specialist consulting advice. Further, two members of the firm's capital markets and asset allocation team, Fisher Yu and Vivian Xu, have been promoted ...

Citi scores $13bn custody, admin mandate

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
Citi Securities Services added an ASX-listed investment manager and advice group to its client book. Citi is now custodian, fund administration and registry services provider for Fiducian Group, having completed the migration of over 1300 assets, thousands ...
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