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Showing 321 - 330 of 4860 results for "EAC"

Three AFS licensees pinged over compliance breaches

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
Three AFS licensees - Australian Advice Network, IA Advice, and Sherrin Partners Services - have copped infringement notices from ASIC after their financial advisers provided personal advice while unregistered. Each licensee paid a $31,300 penalty in ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

Investors brace as US unleashes tariffs

ELIZA BAVIN  |  THURSDAY, 3 APR 2025
US President Donald Trump has unleashed a barrage of tariffs on just about every country, imposing a blanket 10% tariff on all imports from all countries, plus higher reciprocal tariffs on many countries to offset what he believes are barriers to US ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
Otivo has launched a new AI-powered advice tool that will give Australians "licensed financial advice" named Ask Otivo. The digital advice platform said the two-way, real-time advice tool is Australia's first AI-powered platform that will provide personalised ...

Not one trustee tracked end-to-end claims handling times: ASIC

ANDREW MCKEAN  |  MONDAY, 31 MAR 2025
A review of major superannuation trustees by ASIC found that not even one monitored or reported on the full process of death benefit claims handling. The review of superannuation trustees including, Australian Retirement Trust, Avanteos (Colonial First ...

Queensland adviser banned for five years

MATTHEW WAI  |  MONDAY, 31 MAR 2025
A Queensland financial adviser has been banned by ASIC for failing to act in the best interests of his clients and failing to prioritise their interests. Grant Thomson is banned from providing financial services, controlling an entity that carries on ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

Insurance in super remains a mystery to millions of Australians

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
There is still millions of Australians paying for default insurance cover through their superannuation that they don't know about or understand, according to Super Consumers Australia (SCA). SCA found that 19% of people are unsure whether they have ...

Navigating the impact investment sector for instos

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
Institutional investors can face more obstacles in navigating the impact investment sector, and while it generates fruitful returns, an expert says it actually doesn't always produce a positive outcome after all. Discussing how impact investing ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
The national advice group welcomed an executive general manager, strategic relationships after also adding a chief financial and operations officer. Matthew Fogarty has joined the Infocus team in the strategic relationships role, bringing more than ...