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Showing 321 - 330 of 2079 results for "Consulting"

Drawdown reforms boosts post-retirement phase

KARREN VERGARA  |  TUESDAY, 11 APR 2023
... retirement income by up to 20%. This is one of three recommendations presented by the Financial Services Council and NMG Consulting in their newly released report, A roadmap for Australian retirement income policy. The research argues that drawdown of ...

February exam records 67% pass rate

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... will receive general feedback from ACER to highlight the curriculum areas where they have underperformed. Bluepoint Consulting chief executive and co-founder Todd Karamian was permanently banned by ASIC recently for faking his exam results. In December ...

ASIC consults on sunsetting class orders

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
ASIC is consulting on the potential remaking of class orders related to managed investment schemes and corporate directors of corporate collective investment vehicles. Class Order [CO 13/519] Changing the responsible entity ; and Class Order [CO 13/656] ...

Advice group chief fakes exam result, banned

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
... advice group is permanently banned by ASIC for faking his Financial Adviser Exam results. In December 2021, Bluepoint Consulting chief executive and co-founder Todd Karamian altered the result on his Financial Adviser Certificate from a 'fail' to a 'pass' ...

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... providers for Australian financial advisers, including many global players driven by a desire for scale. Finura head of consulting Danni Le Grande commented: "With so many different products on the market, it's no wonder decision-making can be such ...

Regulators sound alarm on cybersecurity, fraud in super

ANDREW MCKEAN  |  FRIDAY, 24 FEB 2023
... that's overseen by the ATO. Cyber and fraud aside, APRA is pushing for improvements in member outcomes and has been consulting on enhancements to its prudential standard on strategic planning. As economic conditions worsen, APRA is also focused on ...

Support staff key to advice firm longevity: Report

KARREN VERGARA  |  MONDAY, 20 FEB 2023
... benefits packages to remain competitive in an overheated market. At least half of the 100 advice firms canvassed by consulting firm Business Health said they intend to add client-service managers/officers to their business in the coming 12 months. The ...

Adviser pay, incentives disparity revealed

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
... as much as $150,000 per year, significantly more than their counterparts in smaller and regional hubs. According to consulting firm Business Health, which canvassed nearly 100 advice practices in its latest compensation survey, advisers with five or ...

HALO acquires UK fund manager

CHLOE WALKER  |  WEDNESDAY, 15 FEB 2023
... over 35 years of experience in financial services, most recently serving as a financial services consultant at Kalex Consulting in London. In his new role, Hughes will be responsible for establishing and growing the HALO's European operations and ...

bfinance completes management buyout

CHLOE WALKER  |  WEDNESDAY, 15 FEB 2023
... we continue with our mission of building the only truly independent, global, data and technology powered investment consulting firm," Vafai said. Meanwhile, Beach Point Capital Management portfolio manager Shane Lanigan said: "bfinance embodies the characteristics ...