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| | | ... great outcomes for their clients," Abood said. "We continue to urge the government to fix the CSLR so that financial advisers are not unfairly burdened by the cost of product failures. A cap on the advice levy and a more equitable funding model are essential." ... |
| | | | The March quarter saw a jump in the number of financial advisers in Australia, reaching 15,546, according to Rainmaker Information. During the three months, 228 advisers joined the industry, according to the latest Rainmaker Financial Adviser report. ... |
| | | | ... Services - formerly Link Group - to GROW Inc. has been a point of serious contention for HESTA members and financial advisers of late, with the fund having implemented an extensive limited services period of seven weeks. HESTA ended its relationship ... |
| | | | ... international fixed income products via the FIIG platform," Salis said. "It will provide local institutions, financial advisers, family offices, SMSF and HNWIs with the most comprehensive investments trading and portfolio administration platform offering ... |
| | | | Perpetual Wealth Management has recruited five senior financial advisers to its team. Michael Innes and Antony Pupovac will join the private clients team in Queensland as partners in May, while Sandra Kent and Laura Bosman will join the team in Western ... |
| | | | ... advice and breaching conflicted remuneration laws. Equiti Financial Services paid $130,250 in bonuses to three financial advisers who provided template advice to clients to roll over their superannuation into self-managed super funds (SMSFs) and use ... |
| | | | ... policy administrator. The two will also partner to keep Acenda's on-sale retail risk products available to financial advisers and their clients. "We have built a strong relationship with Acenda and are looking forward to a long-term partnership with ... |
| | | | Investment philosophy and portfolio performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half ... |
| | | | ... State, Skulskaya worked at FIIG Securities. In that role with the credit fund, she built relationships with financial advisers, family offices, accountants, and brokers in Queensland. |
| | | | ... significant role over the past 15 years in expanding the firm's wealth management client base and supporting financial advisers. "We're seeing growing demand among financial advisers and wealth managers for investment solutions to better diversify ... |
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