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Showing 251 - 260 of 5344 results for "professional"

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
Entireti has acquired IOOF Alliances, a provider of support services for AFSLs, from Insignia Financial for an undisclosed sum. IOOF Alliances will merge with Jigsaw Advice Solutions to form Entireti Alliances. About 70 self-licensed advisory firms ...

InterPrac hit with $22m in AFCA complaints

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
... third parties, including auditors and superannuation trustees. Sequoia also said the financial outcome depends on the professional indemnity insurance from relevant parties and existing legislation that protects members within the superannuation framework. ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... standard and that advisers holding the specialisation are continuing to undertake at least five hours of continuing professional development (CPD) per year in staying up to date in that field."

New chief executive takes IFPA helm

STAFF WRITER  |  WEDNESDAY, 6 AUG 2025
... leadership. "This role isn't about reinventing the association, it's about refining it to meet the current needs of our professional community, especially those in practice who are time-poor and outcome-focused." Wilson said she welcomes the opportunity ...

Commonwealth Private, JPMAM launch Private Wealth Advantage

KARREN VERGARA  |  TUESDAY, 5 AUG 2025
... Clients can access a wide range of quality investment opportunities, which have been researched and reviewed by a professional investment team," she said. "This helps our clients to take an active role, while benefitting from the high-quality service ...

Perpetual to launch fixed income active ETF

ELIZA BAVIN  |  THURSDAY, 31 JUL 2025
Perpetual is readying to launch an actively managed fixed income ETF in early August. The Perpetual Diversified Income Active ETF (ASX: DIFF) will be an actively managed diversified portfolio of liquid, mainly investment-grade credit securities, with ...

Adviser banned for PRP supervision failures

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... Potter's supervision was also labelled "inadequate" with the documents required by the Corporations (Work and Training Professional Year Standard) Determination 2018 were incomplete, unsigned or insufficient to satisfy the requirements, ASIC said. As ...

Mulino sits on Tranche 2 for now, grapples with complexity

KARREN VERGARA  |  WEDNESDAY, 30 JUL 2025
Minister for financial services Daniel Mulino says releasing the next exposure draft for the "complex" second tranche of Delivering Better Financial Outcomes (DBFO) reforms is a top priority, but the financial advice sector should not expect it anytime ...

Former adviser charged over clients' near $1m loss

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
... in relation to acquiring shares in his own doomed company. Donald James Cuthbertson, the founder and director of Professional Wealth Management (PWM), Professional Wealth Management Services (PWMS) and Professional Wealth Investments (PWI) appeared in ...

Pinnacle backs private markets managed accounts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... platform for Australian financial advisers and their wholesale clients. The platform is designed to offer wholesale and professional investors institutional-quality access to private market investments, including private equity, private credit and real ...