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| | | ... operating officer in February this year. The partnership supports AZ NGA's plans for a financial advice hub in the area to service key locations like Young, Wagga Wagga and Orange, where many individuals and families have complex advice and succession ... |
| | | | New laws that ban the ability to discriminate based on adverse predictive genetic test results in life insurance underwriting have passed parliament. Minister for financial services Daniel Mulino said Australians should not feel discouraged from undertaking ... |
| | | | ... Rest. Commenting on his new role, Lill said the opportunity at Minderoo was too good to pass up. "I loved creating a full-service operating model as part of the internalisation strategy at Rest and equally, I've been passionate to be a key driver ... |
| | | | Women are expected to inherit an estimated $3.2 trillion over the next decade, creating demand for tailored advice, legacy planning and retirement income design, State Street Investment Management said. State Street's first module of Reimagining Retirement ... |
| | | | ... oversight. APRA said Fiducian lacked management of potential conflicts of interest, particularly in relation to related-party service providers that advise investment options made available on the platform. Under the additional conditions, applicable ... |
| | | | Count Financial is set to acquire a financial advice, investments and accounting business with 14 locations across the east coast of Australia. The acquisition of Oracle Advisory Group will strengthen Count's platform for future growth, enhancing its ... |
| | | | ... businesses establish their AFSL or support existing AFSLs upskill in all aspects of their operations, freeing up their time to service clients." "There's a common message I hear from nearly every self-licensed adviser, 'I didn't realise how ... |
| | | | Fiducian Group will pay $7.3 million for making false and misleading statements about the socially responsible and ethical nature of its Diversified Social Aspirations Fund (DSAF). Subsidiary Fiducian Investment Management Services (FIMS) entered into ... |
| | | | ... profession. "We recognise the significant opportunities AI can bring to improving productivity, efficiency and client service across the tax profession," he said. "Our aim is to help tax practitioners embrace the benefits of AI with confidence; while ... |
| | | | A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ... |
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