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| | | Australian Retirement Trust (ART) has revamped its advice, guidance and education team and created two new leadership roles. ART executive general manager for advice, guidance and education Anne Fuchs said the new team structure will best position the ... |
| | | | ... easier for all our business partners." Count finalised the acquisition of Diverger back in March, bringing its funds under advice to $29.9 billion. Count paid $1.3651 for each Diverger share following a 99.97% approval from shareholders in January. The ... |
| | | | ... team from Elixir Consulting, which VBP acquired last year. VBP is focused on providing outsourced solutions to financial advice, accounting and associated services firms. Due to start in the new role later this month, Jacobsen was managing director of ... |
| | | | ... year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice. ... |
| | | | ... or 92% of candidates who have sat the exam have passed, demonstrating they have the skills to apply their knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam, ASIC said. "This is the first exam ... |
| | | | AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content ... |
| | | | ... Perpetual had hoped to announce the deal last Wednesday during its quarterly market update but delayed doing so on the advice of its advisory team. At 10am today, Perpetual entered a trading halt, citing a further announcement. Approximately one hour ... |
| | | | ... cost-of-living as significantly impacting retirement happiness and their view of financial security. Minney said professional advice and increased financial education were crucial to empower safe spending and confidence. "There is a clear need for some ... |
| | | | ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications. Adele Baaini, while working as a representative for licensee AAN Wealth Management, has been ... |
| | | | ... will only transition accounts and associated AUM and not staff, technology, or operations involved in running the robo-advice offering. The transition is expected to take place around the end of June. "This acquisition further cements our leadership ... |
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