Search Results | Showing 191 - 200 of 5643 results for "Financial adviser" |
| | | Challenger and Iress have entered a strategic partnership to develop an advice-led solution to improve accessibility of retirement income products in Australia. Iress said the technology solution will enable financial advisers to better serve their ... |
| | | | ASIC has banned Melbourne-based financial adviser Jovan Videkanic from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ... |
| | | | Insignia Financial delivered a strong first quarter for FY26, with funds under management and administration now exceeding $340 billion. Over the period, the business saw total net inflows of $1.0 billion, driven by $1.3 billion of net inflows into ... |
| | | | ... of consuming capital in retirement." A secret weapon These are sentiments echoed by John Manserra, a senior financial adviser and director at Geelong-based Apex Advice. Manserra's client base are unlikely to be described as 'high-net-worth individuals' ... |
| | | | ... may investigate the original application for misrepresentation," he adds. However, Viridian Advisory senior financial adviser Shaun Au notes that most super funds aim to process claims within two to six months from notification of death, and further ... |
| | | | ... eight years. Spooner's ban has been recorded on the Banned and Disqualified Register. He is just the latest MWL financial adviser to be banned, following the earlier suspension of four advisers in July. On August 25, ASIC cancelled MWL's Australian financial ... |
| | | | HUB24 achieved net inflows of $5.2 billion in the first quarter of FY26, representing a 28% increase on the prior corresponding period. Total funds under administration (FUA) reached $146.5 billion, up 30%. This includes Platform FUA of $122 billion ... |
| | | | Stopping short of calling it vertically integrated, ASIC warns it aims to uncover any conflicts of interests in the managed accounts sector particularly as more AFSLs build in-house products. ASIC commissioner Alan Kirkland said the managed accounts ... |
| | | | ... at iSelect in roles spanning sales management, training and call centre leadership. Having also worked as a financial adviser, he has a deep understanding of adviser needs and client expectations. "We're pleased to welcome David to the team in a ... |
| | | | ... governance, a robust investment process, and a clear value proposition to be considered. Commenting, Vanguard head of financial adviser services Rachel White said the portfolios provide advisers with the best capabilities from the two businesses. "In ... |
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